Job description

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.