Create, format, and enhance:
- Pitch books
- Investment committee presentations
- Deal teasers
- CIMs (Confidential Information Memorandums)
- Investor presentations
- Market updates and research reports
Ensure consistency in formatting, branding, and visual quality across all presentation materials.
Convert raw content, analyst notes, and financial data into polished executive-level presentations.
Work closely with PE deal teams, analysts, associates, and senior stakeholders to deliver presentations under tight deadlines.
Design charts, graphs, infographics, and visual elements to improve storytelling and readability.
Manage version control and maintain presentation libraries/templates.
Support ad-hoc document formatting in Word and Excel when required.
Handle multiple projects simultaneously in a high-pressure, deadline-driven environment.
Required Skills & Qualifications
- 2–3 years of experience in presentation support, pitchbook design, or financial document production.
- Advanced proficiency in:
- Microsoft PowerPoint
- Excel
- Word
- Strong understanding of presentation aesthetics, layout design, and formatting standards.
- Experience supporting Private Equity, Investment Banking, Consulting, or Financial Services teams preferred.
- Ability to work in shifts and manage urgent turnaround requests.
- Excellent attention to detail and organizational skills.
- Strong communication and stakeholder management abilities.