Senior Presentation Specialist

Overview

We are seeking a highly skilled and detail-oriented Senior Presentation Specialist to support our investment, private wealth, and capital introduction activities. This role plays a key part in enhancing the visual impact and clarity of our client-facing and investor materials, including pitch decks, investment memos, teasers, and internal presentations. The ideal candidate brings both a strong design sensibility and a solid understanding of investment or financial content.

Key Responsibilities

• Design and refine investment pitch decks, capital introduction materials, and client presentations to align with Crewstone’s brand and storytelling standards.
• Transform outlines, models, and narratives into polished PowerPoint or Google Slides, adhering to Crewstone’s brand and Tier-1 investment banking / consulting aesthetics.
• Build clear, accurate charts, infographics, and data visualizations to support capital origination, fundraising, and investor engagement.
• Collaborate closely with the investment and private wealth teams to interpret complex content and shape visually compelling, persuasive presentations.
• Work with deals leads to refine storyline flow, proofread content, and enforce visual and formatting consistency across all client materials.
• Provide crunch-time or overnight support during live deal sprints or urgent pitch deadlines.
• Maintain and update master templates, icon libraries, brand assets, and formatting guides so teams can self-serve basic edits efficiently.
• Assist in designing materials for investor briefings, webinars, client onboarding decks, and internal strategy sessions.
• Stay current with best practices in investment storytelling, visual communication, and presentation design.

Requirements

Seniority level

Employment type

Job function

Industries

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