Financial Services Presentations Services

I’m an expert at creating and editing financial documents and presentations used in investment banking, private equity, management consultancies, auditors, funds and venture capital.

I am based in Frankfurt am Main, Germany, and am available on a Freelance and Project Basis only.

Services for Client

Presentations for Investment Banking: Sell-Side, Buy-Side, Mergers and Acquisitions…

  • Pitch Books: Sales Decks, Company Overviews, Corporate Teasers
  • Management Consultancy Materials: Reports, Studies, Reviews
  • Information Memorandums, Selling Memorandums

Documentation, Publications, Manuals, Guides, Templates, Reports.

  • From the general to the technical
  • PowerPoint, Word and Excel Templates created and updated using your colours and branding
  • Organisation and Flow Charting
  • Customised documentation supplied

Excel Charting

  • Share prices charts, e.g. from Bloomberg Terminal to a finished printed presentation.
  • Pie and bar graphs, scatter, bubbles
  • Complicated charting used in Investment Banking and Finance; waterfall (valuation) charts, football field (comparison) charts
  • Models connected to charts; ideal for inter-connecting financial models linked to final documents

Data / Big Data / Old Data

  • Data-Mining: Extract insights from analytical data
  • Financial Modelling – Excel
  • Bid Data: Creating charts from big data
  • Old Data: Extracting data from outdated file formats, e.g. old Word file.

Business English

  • I can re-write your corporate finance communications for an international audience; sometimes less complicated English is better for global customers
  • Business English for Finance and Investment Banking

Branding Your Company Templates

  • You have a corporate identity, I can apply your logo, fonts and colours across Word, PowerPoint and Excel documents and templates
  • Maintain your branding, become your own Brand Guardian


  • As I have worked for various big name investment banks, I have completed the required Compliance training, and am familiar with AML, Chinese Walls etc.
  • I am also aware of MiFID II impact on equities research

About Simon Drake

I have over ten years experience in Print & Design for Manufacturing, Finance, Corporate, Consultancy, Training, Education and Government Clients.

I’ve worked one-on-one with General Managers, Investment Bankers, Bid Team Leaders, PR Executives & Publishers, Vice Presidents, Associates, Analysts and Consultants.

A well designed presentation that communicates the benefits of the deal wins the deal.

As a Desktop Publisher, having worked in Sydney, London and Frankfurt, for a diversity of finance clients, I have a wide knowledge and experience that few others have.

I offer affordable rates and flexibility to meet demanding circumstances.

Software Expertise

Microsoft Word, PowerPoint, Excel, Publisher, Adobe PDF Maker, Photoshop, InDesign, Visio, MSDraw, Corel Draw and many more.

Investment Banking Experience

Goldman Sachs (London) – Presentations Assistant; Word, PowerPoint, Excel, Visio

Houlihan Lokey  (London) – Presentations: Word, PowerPoint and Excel, Photoshop

Jefferies (Frankfurt) – Presentations  and Graphics; PowerPoint, Excel, Photoshop

Rothschild (Frankfurt) – Graphics; PowerPoint, Excel, Photoshop

Extra Terminology for My Services

As a freelance specialist in presentations for finance in Frankfurt, it is important to list the various terms used for the similar roles: Graphics Operator, Presentations Assistant, PowerPoint expert, DTP Publisher, DTP Operator, Desktop Publishing Expert, Presentations Graphics Staff, Graphics Manager, Designer, Brand and Marketing, and Investment Banking Presentations Designer.