Senior Investment Associate Fintler

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 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.