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.Skills Required
Investment Banking, pitch books