Investment Associate

About the Role

Fintler is introducing the Investment Associate role as part of its growing financial advisory oƯerings for startups and SMEs. This role is designed for professionals with a strong Finance academic background and a clear trajectory toward CFA certification.

The Investment Associate will internally report to a Team Lead and externally will work closely with founders, decision-makers, and investors to deliver high-quality financial models, pitch materials, capital budgeting analysis, and fundraising support.

Key Responsibilities

Fundraising & Investor Readiness

• Support clients through the fundraising process, including pitch deck development, financial summary preparation, and term sheet review.
• Create investment packs and assist with data rooms for investor or lender due diligence.
• Engage with capital providers including banks, VCs, and accelerators to support client fundraising goals.

Financial Modeling & Valuation

• Build and manage 3-statement financial models with full integration, sensitivity analysis, and valuation metrics (DCF, IRR, NPV).
• Develop capital structure projections and cap table models for early-stage companies.
• Ensure financials are aligned with market benchmarks and investor expectations.

Planning, Budgeting & Capital Allocation

• Assist clients in developing detailed budgets, multi-year business plans, and capital investment proposals.
• Conduct capital budgeting analyses to assess feasibility and return on investment for new projects or expansions.
• Provide financial advisory around cost of capital, working capital, and debt structuring.

Investment Due Diligence & Strategic Finance

• Conduct pre-investment analysis for client opportunities and investment cases.
• Support internal and external financial due diligence processes.
• Collaborate on investment memos and strategic assessments for decision-making.

Client Support & Internal Tools

• Serve as a key finance advisor to startups and SMEs within Fintler’s investment support stream.
• Coordinate with accounting and digital finance teams to ensure accuracy in financial inputs.
• Contribute to Fintler’s library of templates, dashboards, and fundraising tools.

Skills

Qualifications

• Bachelor’s degree in Finance (mandatory; other disciplines not accepted).
• CFA Level 1 cleared at minimum.
• Minimum 1-2 years of experience in financial modeling, investment advisory, FP&A, or similar roles.
• Strong proficiency in Excel (including modeling, charts, sensitivity tables) and PowerPoint.
• Familiarity with investment terms, capital raising processes, and early-stage funding structures.
• Excellent communication and stakeholder engagement skills.
• Understanding of the GCC financial and SME/startup ecosystem is a plus.