Offer summary

Qualifications:

2-4 years of experience as an Investment Banking Analyst or Associate at a recognized bank., Proven ability to create pitchbooks, CIMs, and transaction marketing materials., Advanced PowerPoint skills for designing sophisticated financial presentations., Strong financial modeling, valuation skills, and M&A transaction experience..

Key responsibilities:

Create CIMs, pitchbooks, and deal presentations for M&A transactions.

Develop investment narratives and deal positioning strategies.

Conduct industry and market research to support deal processes.

Collaborate with investment banking teams and support live deal activities.

Job description

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Job Title: Remote Investment Banking Associate (100% Work From Home)

Location: Remote from Latin America

Position Type: Full-time

Salary: $4,000 USD/month via wire transfer

Schedule: Monday–Friday, 8:00 AM – 5:00 PM CST (Central Time)

Job 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.

We are specifically seeking an Investment Banking Associate with hands-on experience creating client-facing transaction materials, pitchbooks, and deal presentations. This role requires someone who understands the M&A process, can craft compelling investment narratives, and has mastered the art of PowerPoint storytelling that drives deal execution.

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

PowerPoint Excellence:

Design sophisticated, investment-grade presentations from scratch
Master advanced PowerPoint techniques for financial modeling visualization
Create executive summary materials that capture complex deals in compelling formats
Maintain consistent visual standards across all client deliverables

Research & Analysis:

Conduct comprehensive industry and market research to support deal positioning
Analyze comparable transactions, trading multiples, and market trends
Synthesize complex financial information into clear, actionable insights
Support due diligence processes with detailed analytical materials

Client Collaboration:

Work directly with investment banking teams, private equity professionals, and corporate development groups
Understand transaction objectives and translate them into marketing strategies
Support live deal processes with rapid turnaround materials
Participate in client presentations and deal discussions

Qualifications, Skills and Key Competencies:

Investment Banking Experience:

2-4 years as an Investment Banking Analyst or Associate at a recognized investment bank
Proven experience creating pitchbooks, CIMs, and transaction marketing materials
Advanced PowerPoint skills with ability to create sophisticated financial presentations
M&A transaction experience including buy-side and sell-side processes
Client presentation experience with C-level executives and institutional investors

Technical Requirements:

Expert-level PowerPoint proficiency (advanced charting, formatting, visual design)
Strong financial modeling and valuation skills (DCF, comps, precedent transactions)
Experience with FactSet, Capital IQ, PitchBook, or similar research platforms
Proficiency in Excel for complex financial analysis and modeling

Communication Skills:

Exceptional written English with investment banking-quality standards
Storytelling ability: Can craft compelling narratives around transactions and investments
Research synthesis: Ability to distill complex information into executive-ready materials
Presentation skills: Comfortable presenting to senior executives and investors

Preferred Qualifications

Bulge bracket or elite boutique investment banking experience
Multi-sector transaction experience (technology, healthcare, industrials, financial services)
MBA from target school or CFA designation
Experience with both public and private company transactions
Latin American investment banking experience with U.S. market exposure
Bilingual capabilities (English fluency required)

Benefits: