Our client is a leading global alternative investment firm. They specializes in providing both debt and equity capital to middle market companies, utilizing a flexible and operationally focused/value-added approach.
The Role
They are seeking a highly creative and detail-oriented Presentation & Marketing Specialist to join their Capital Formation team. The ideal candidate is equal parts visual communicator and digital marketer — someone who can distill complex investment themes into compelling pitch materials while also optimizing outreach through effective marketing materials and tactics.
Key Responsibilities
Presentation Design
- Transform complex financial, investment, and strategic concepts into compelling, investor-ready pitch decks and visual narratives
- Collaborate closely with the IR, deal, and marketing teams to produce decks for fundraising, portfolio updates, and executive communications
- Apply brand identity and consistency across all collateral with a sharp eye for detail, typography, and data visualization
- Produce templated and custom materials in PowerPoint, and other design tools as needed
LP Communications (including email marketing & campaign execution)
- Design and execute email marketing campaigns (newsletters, investor updates, event invites)
- Segment target audiences and personalize messaging based on investment profiles or engagement patterns
- Monitor campaign performance (open rates, CTRs, conversions) and optimize future content and send strategies accordingly
Creative Strategy
- Work closely with the Head of IR and other internal stakeholders to define the look, feel, and tone of materials and events that reflect the company brand
Template Development
- Build and maintain branded templates and visual guidelines to ensure consistency across all external-facing materials
Project Management
- Manage multiple projects with competing deadlines, adapting quickly to last-minute changes and shifting priorities
Qualifications
- 5+ years of experience in a creative, presentation design, or investor communications role—ideally within the private equity, asset management, or investment banking industry.
- Advanced PowerPoint skills are a must; familiarity with Adobe Creative Suite (Photoshop, Illustrator, InDesign) is a plus
- Strong visual storytelling skills with an eye for layout, typography, color, and data visualization
- Solid understanding of alternative investments and financial concepts to ensure content is not only well-designed but also contextually accurate and relevant
- Experience communicating with sophisticated institutional investors (LPs)
- Self-starter with exceptional time management and organizational skills
- Collaborative mindset, yet comfortable working independently
Location & Flexibility
This role can be based in New York, San Francisco, or Miami and is in office Monday – Thursday.
Compensation
$125,000 – $160,000 depending on experience
Full Benefits