Private Equity Specialist

Overview

Our client is a premier financial services marketing firm specializing in sophisticated transaction and fundraising materials for investment managers and corporate clients. We create the pitchbooks, CIMs, and marketing materials that drive M&A transactions, capital raises, and strategic initiatives for leading investment banks, private equity funds, and corporate development teams.

Responsibilities

Transaction Marketing Materials:

• Create comprehensive CIMs, pitchbooks, and deal presentations for M&A transactions
• Develop compelling investment narratives and deal positioning strategies
• Produce management presentations, buyer materials, and investor communications
• Build detailed company profiles, market analyses, and competitive positioning studies
• Design sophisticated, investment-grade presentations from scratch
• Master advanced PowerPoint techniques for financial modeling vi...