Investment Associate

Salary; Oman; On-site; OMR 24,000 - 36,000; Full time

Job summary

Fintler in Oman is hiring an Investment Associate to work with founders, decision-makers, and investors to deliver high-quality financial models, pitch materials, and fundraising support.

This role reports to a Team Lead and emphasizes building rigorous 3-statement models, capital budgeting, and data room preparation for due diligence. Strong finance background and CFA path are valued.

Qualifications

• Bachelor’s degree in Finance is mandatory.
• CFA Level 1 cleared minimum.
• 1–2 years in financial modeling, investment advisory, FP&A, or similar.
• Strong Excel modeling, charts, and sensitivity analysis.
• Familiarity with investment terms and capital raising.

Responsibilities

• Support fundraising with pitch decks and term sheet review.
• Build 3-statement financial models with full integration.
• Create investment packs and assist with data rooms for investor due diligence.
• Engage with banks, VCs, and accelerators to support fundraising.
• Develop capital structure projections and cap tables.
• Aid budgets, multi-year plans, and ROI analyses.

Skills

Financial modeling

Excel

PowerPoint

Investment knowledge

Communication

Stakeholder engagement

GCC/Startup ecosystem understanding

Education

Bachelor's degree in Finance

CFA Level 1

Tools

PowerPoint

Job description

Education Bachelor's degree / higher diploma

Category Accounting, Finance & Banking

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

• 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.
• 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.