Business Development Associate – FinTech Advisory

Job Description

FinTech / InsurTech Business Development Associate | Financial Technology Partners / FT Partners

The Tone:
This is a full-time role at Financial Technology Partners, located in San Francisco, CA or New York City. FT Partners is the only investment bank focused exclusively on financial technology, providing strategic and financial advisory services to companies shaping the future of finance. This role is crucial for supporting high-priority business development activities and contributing to industry research within the FinTech advisory space. It offers the opportunity to develop the skills needed to become a leader in the sector.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, San Francisco, CA or New York City
• Pay: $130000–$150000 yearly
• Mission: Support business development activities for high-growth FinTech and InsurTech companies and contribute to bespoke industry research.
• Tech Stack: ChatGPT, Claude, FT Partners’ proprietary database, alternative data sources

What You’ll Actually Do
• Due Diligence: Perform due diligence on high-growth FinTech and InsurTech companies, including DCF, public comparables, and precedent transaction analyses.
• Stakeholder Meetings: Meet directly with FinTech and InsurTech founders, VCs, private equity firms, and traditional finance executives to assess strategy, product roadmaps, and capital raising needs.
• Trend Analysis: Track industry trends, company performance, and investment activity across FinTech and InsurTech sectors.
• Deliverable Creation: Develop market-facing deliverables including sell-side pitches, market trend analyses, and investment activity summaries.
• Strategic Support: Assist senior bankers in developing and implementing business development strategies and facilitating dialogue with CEO, CFO, and Board-level contacts.

The Must-Haves
• Background: Others. Finance, Economics, or Accounting background preferred, with a strong interest in and knowledge of the InsurTech and FinTech landscape.
• Experience: 2+ years of relevant experience in InsurTech, FinTech, investment banking, or a related field.
• Skills: Superior research, writing, and verbal communication skills; strong data management skills and high attention to detail; self-motivated and entrepreneurial team player.
• Bonus: Proficiency with AI tools including ChatGPT and Claude.