Presentation Specialist

Key Responsibilities

• Prepare and design investment pitchbooks and presentations to support deal sourcing, investor meetings, and internal discussions.
• Develop informative and engaging materials, including Information Memorandums (IMs), industry research reports, deal and peer analysis, company profiles, and discussion documents tailored to specific investment opportunities.
• Gather and analyze financial data and key investment metrics.
• Collaborate with deal teams to ensure presentation/pitchbooks effectively communicate investment theses.
• Ensure accuracy and consistency in data presentation, charts, and visual storytelling.
• Stay updated on private equity trends and best practices in investment materials.
• Work closely with senior analysts, associates, and partners to support deal execution.

Qualifications

• Bachelors degree in finance, Business, Economics, or a related field.
• 2-4 years of experience in investment banking, private equity, or financial research.
• Proficiency in PowerPoint, Excel, and financial modelling tools.
• Excellent attention to detail and ability to present complex data clearly.
• Ability to work in a fast-paced, deadline-driven environment.
• Strong communication and teamwork skills.

Working Conditions

• This position is primarily office-based,
• US/UK shift hours, with flexibility required to meet deadlines or address urgent issues.