Senior Investment Specialist Associate

Sr. Investment Associate

The Investment Associate will work closely with founders, decision-makers, and investors to deliver high-quality financial models, pitch materials, capital budgeting analysis, and fundraising support. In addition to owning financial advisory deliverables, the Investment Associate will oversee a team of Investment Associates/Interns and contribute to business development efforts across Fintler’s client portfolio.

Job Description 1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. Team Leadership & Oversight

• Lead and supervise a small delivery team consisting of Investment Associates.
• Review deliverables to ensure accuracy, completeness, and timely submission according to Fintler’s standards.
• Manage workflow across multiple client engagements, delegating tasks and ensuring balanced workload distribution.
• Coach and mentor junior staff, supporting their technical development in modeling, valuation, pitching and documentation best practices.

6.1. Client Leadership & Relationship Management

• Act as a key point of contact for clients, ensuring alignment on deliverables, timelines, and expectations.
• Represent Fintler in meetings with founders, investors, and stakeholders, supporting strategic discussions and investment-related communications.
• Provide advisory-level insights, ensuring clients understand financial results, assumptions, and recommendations.

6.2. Business Development

• Identify opportunities to expand the current scope of work across existing client accounts.
• Monitor ongoing engagements to flag potential areas for service expansion or strategic advisory opportunities.
• Collaborate with internal teams to craft integrated solutions that strengthen Fintler’s long-term client relationships.

Skills Qualifications

• Bachelor’s degree in Finance (mandatory).
• Minimum CFA Level 1 passed.
• 2-3 years of experience in investment advisory, financial modeling, FP&A, or related roles.
• Strong Excel and PowerPoint proficiency.
• Strong communication skills and comfort engaging senior stakeholders.
• Familiarity with GCC financial and startup ecosystems is preferred.

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