Financial Analyst for Investment Decks
Skills Required
Description
Crafting strong investment decks takes more than design; it requires clear financial storytelling that investors can trust.
The analyst will be responsible for building financial models that support key projections and back up the claims made in pitch decks.
Excel expertise is a must. Complex formulas, scenario modeling, and clear formatting will be used to present data in a way that’s both accurate and visually digestible.
Compliance must be factored into all financial statements. Decks that overlook legal or regulatory requirements can create major red flags for investors.
Contract drafting knowledge is also valuable, particularly when structuring supporting materials around potential funding agreements.
Short timelines are common in investor relations. The analyst should be able to deliver well-structured models and analysis under pressure.
Valuation skills will be tested. The candidate should know how to apply multiple methods — from DCF to comparables — to arrive at fair estimates.
Negotiation awareness will help in shaping assumptions that reflect realistic market conditions while still supporting the fundraising narrative.
Clarity is a priority. Data must be arranged in a way that avoids clutter and communicates the most relevant insights first.
The analyst will work closely with founders, helping them understand how numbers can be reframed to support strategic storytelling.
Key r...