Indeed
Senior Investment 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.
**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.
Job Type: Full\-time
Pay: RO800\.000 \- RO1,200\.000 per month
Education:
* Bachelor's (Required)
Experience:
* Startup financial modelling : 2 years (Preferred)
Willingness to travel:
* 100% (Preferred)

HCP4+993, Muscat, Oman
OMR 800-1,200/month