Presentation Specialist

About This Role

Support clients in the financial services industry by creating, editing, and formatting high-quality PowerPoint presentations. This remote role involves working various shifts to deliver polished, client-ready materials under tight deadlines.

Responsibilities

• Create, edit, and format high-quality PowerPoint presentations in accordance with brand and client standards
• Produce, update, and troubleshoot charts using PowerPoint and Excel
• Partner with internal clients to clarify requests, manage expectations, and proactively resolve issues
• Assess project scope and complexity to estimate turnaround times and prioritize work effectively
• Deliver professional, responsive customer service via phone and email
• Troubleshoot and resolve issues within Microsoft Office files
• Enhance presentations using Adobe Creative Cloud tools, including Acrobat Pro, Photoshop, and Illustrator
• Address complex or unique presentation requests with creative, on-brand solutions

Requirements

• Minimum of 5 years supporting PowerPoint financial presentations within an investment banking environment
• Advanced PowerPoint skills
• Strong Excel charting knowledge and basic formula experience

Qualifications

• Minimum of 5 years supporting PowerPoint financial presentations within an investment banking environment

Nice to Have

• Prior experience working in a high-volume presentation center
• Exposure to MapInfo, OCR software, and FactSet
• Financial services design experience

Skills

* Required skills