Remote Investment Banking Associate

HireLATAM; United Kingdom; Remote; GBP 80,000 - 100,000; Full time

Job summary

A financial services marketing firm is seeking a Remote Investment Banking Associate. You will create pitchbooks and transaction materials while working with investment banking teams. Candidates should have 2-4 years of relevant experience and advanced PowerPoint skills. The role offers competitive compensation and remote work flexibility.

Benefits

Competitive compensation

Performance-based bonus opportunities

Remote-first culture

Direct mentorship from senior investment professionals

Comprehensive PTO

Qualifications

• 2-4 years as an Investment Banking Analyst or Associate at a recognized investment bank.
• Proven experience creating pitchbooks, CIMs, and transaction marketing materials.
• Investment Banking experience with buy-side and sell-side M&A transactions.

Responsibilities

• Create comprehensive CIMs, pitchbooks, and deal presentations for M&A transactions.
• Develop compelling investment narratives and deal positioning strategies.
• Conduct comprehensive industry and market research to support deal positioning.

Skills

Investment Banking Experience

Advanced PowerPoint skills

Financial modeling and valuation skills

Exceptional written English

Strong storytelling ability

Education

MBA from target school or CFA designation

Tools

FactSet

Capital IQ

PitchBook

Excel

Job description

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

• 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 visualization
• Create executive summary materials that capture complex deals in compelling formats
• Maintain consistent visual standards across all client deliverables
• 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
• 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 to 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

• Competitive compensation with performance-based bonus opportunities
• Remote-first culture with strong U.S. institutional exposure
• Rapid career growth potential in a scaling organization
• Direct mentorship from senior investment professionals
• Paid local holidays and comprehensive PTO
• Opportunity to build expertise across multiple investment sectors

Application Disclaimer

Please Read Before Proceeding: To ensure a fair and efficient hiring process, all applications must meet the mandatory requirements listed in the job description.

Voice/Video Recording is REQUIRED: Your application cannot be considered without a voice or video recording. It must be at least 30 seconds long and in English. Submissions in any other language or missing a recording will be automatically disqualified.

Mandatory Knockout Questions: Each application includes knockout questions designed to verify minimum qualifications required by the client. If you answer NO to any of these, you will be immediately disqualified from the hiring process for not having the experience requested for the role. Citizenship questions are also knockout if answered YES, as we are only able to hire Latin American talent based in Latin America.

Apply Wisely: To maintain fairness, please apply to no more than three jobs and only if you fully meet the listed qualifications. Applying to roles you don’t qualify for will not improve your chances and may affect future applications.

Check Your SPAM Folder: All important updates will be sent via email, so be sure to check your inbox and spam/junk folders to avoid missing any communication.

We appreciate your interest and look forward to reviewing your application!