Job Details

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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:

• 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. Please note that the citizenship question is also a knockout if you answer "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.

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