SI Global
Designer — Financial Services
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Designer - Financial Services
M&A Advisory firm operating across the technology, data, consulting and media sectors
Location: London
Type: Full-time
Role Overview
SI Global is a M&A advisory firm looking for a Designer to join our team. This role involves working at all stages of our processes – from marketing and pitch preparation, through to creation of detailed information memorandums – as well as internal materials - and sits at the heart of how we present ourselves and our clients to the world.
This is a senior, largely autonomous role suited to a designer with strong financial services or professional services experience, who understands the pace, confidentiality, and precision required when producing deal-related materials such as CIMs and pitch decks. You'll need to be equally comfortable with the rigour of financial and transaction documentation, as with brand marketing work.
This role is based in Covent Garden, with 3-4 days a week in the office.
Key Responsibilities
Documentation for M&A Projects
- Maintain and build out the templates and asset library for pitch and deal materials
- Rebuild and modernise existing templates to reflect current brand and best practice
- Re-envisage and elevate key slides within pitch decks for live deal processes
- Design charts and data visualisations for CIMs, pitches, and other documents
- Own end-to-end design and layout of Confidential Information Memoranda (CIMs)
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Marketing
- Maintain and evolve the firm's brand and digital asset library
- Create data visualisations and charts to support report content and market commentary
- All in-house content requirements including for social media and email campaigns, designing event materials, including invitations and signage for client and industry events, etc.
- Design and lay out regular market intelligence reports (Private Equity, Market, and sector-specific publications)
- Contribute to a broader ambition to increase the quality and frequency of reports (e.g. moving to quarterly)
Internal
- Support the design of internal presentations and materials, including annual updates and travel
Skills and Experience
- Minimum 5 years' design experience, with the ability to work independently and with minimal oversight
- Relevant experience in financial services, M&A, private equity, investment banking, or professional services — you understand deal timelines, confidentiality requirements, and the conventions of transaction documents (CIMs, teasers, IMs)
- Strong capability in data and information design — able to turn complex financial, market, and transaction data into clear, compelling charts, infographics, and visual narratives
- Strong proficiency in Adobe Creative Suite (InDesign, Illustrator, Photoshop)
- Advanced PowerPoint/Keynote skills — essential for pitch decks, CIMs, and reports
- Experience in print production and working with printers/vendors
- Basic web design/CMS skills (e.g. Webflow, WordPress, or similar) for website updates
- Excellent eye for typography, layout, and brand consistency, with an understanding of the polished, professional aesthetic expected in financial services
- Comfortable working to tight, deal-driven deadlines on confidential, market-sensitive materials, with the judgement to prioritise independently
- Highly organised, able to manage multiple live deal processes and marketing projects concurrently across deal teams and stakeholders
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What success looks like
- A well-maintained, consistently applied brand across marketing and deal materials
- Fast turnaround and higher visual quality on CIMs, pitch decks, and reports, supporting live transaction timelines
- A scalable template and asset system that reduces rework across deal teams
- A growing report production capability, in step with marketing resourcing
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