Financial Technology Partners

FinTech / InsurTech Business Development Associate

Financial Technology Partners$130K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of experience in InsurTech, FinTech, investment banking, or a related field
  • Background in Finance, Economics, or Accounting preferred
  • Strong understanding of the InsurTech and FinTech landscape
  • Excellent research, writing, and communication skills
  • Detail-oriented with robust data management expertise
  • Familiarity with AI tools like ChatGPT and Claude
  • Self-motivated team player with an entrepreneurial mindset

Responsibilities

  • Conduct due diligence on FinTech and InsurTech companies using various financial analysis methods
  • Engage with industry leaders to evaluate their strategies and capital needs
  • Monitor industry trends and company activities within the sectors
  • Utilize proprietary databases and alternative data to identify emerging trends
  • Research and report on significant M&A and capital transactions
  • Create market-facing deliverables and high-quality industry reports
  • Support senior bankers in developing business strategies and client communications

Benefits

  • Comprehensive benefits package
  • Opportunity to work in a fast-paced, entrepreneurial environment
  • Access to proprietary databases and industry research tools
  • Engagement with high-growth companies and industry leaders
Full Job Description
FinTech / InsurTech Business Development Associate

San Francisco, CA or New York City

Role Overview We are looking for a highly analytical and driven Business Development Associate to join our team in San Francisco or New York City. This role is ideal for an ambitious professional with experience in InsurTech or FinTech who is passionate about the sector, thrives in a fast-paced entrepreneurial environment, and wants to be on the front lines of high-growth company advisory. You will support high-priority business development activities, contribute to bespoke industry research, and develop the tools and skills needed to become a leader in the FinTech advisory space.

Key Responsibilities
  • Perform due diligence on high-growth FinTech and InsurTech companies, including DCF, public comparables, and precedent transaction analyses
  • Meet directly with FinTech and InsurTech founders, VCs, private equity firms, and traditional finance executives to assess strategy, product roadmaps, and capital raising needs
  • Track industry trends, company performance, and investment activity across FinTech and InsurTech sectors
  • Leverage FT Partners' proprietary database and alternative data sources to identify emerging InsurTech leaders
  • Research significant M&A and capital raising transactions and contribute to high-quality, high-visibility industry reports
  • Develop market-facing deliverables including sell-side pitches, market trend analyses, and investment activity summaries
  • Assist senior bankers in developing and implementing business development strategies and facilitating dialogue with CEO, CFO, and Board-level contacts

Required Qualifications
  • 2+ years of relevant experience in InsurTech, FinTech, investment banking, or a related field; Finance, Economics, or Accounting background preferred
  • Strong interest in and knowledge of the InsurTech and FinTech landscape
  • Superior research, writing, and verbal communication skills
  • Strong data management skills and high attention to detail
  • Proficiency with AI tools including ChatGPT and Claude
  • Team player, self-motivated, and entrepreneurial
  • U.S. work authorization required - FT Partners does not sponsor work visas

Compensation Base salary: $130,000-150,000, plus bonus potential and comprehensive benefits package.

Selected Transactions Recent advisory assignments include:
  • Deribit's $4.3 billion sale to Coinbase
  • Equiniti's $4.2 billion sale to Bullish
  • Divvy's $2.5 billion sale to Bill.com
  • AvidXchange's $2.2 billion sale to TPG & Corpay
  • Truebill's $1.3 billion sale to Rocket Companies
  • Revolut's $1.3 billion financing at a $33 billion valuation
  • Accelerant's $724 million IPO
  • Forge Global's $660 million sale to Charles Schwab
  • Stash's $425 million sale to Grab
  • Bilt Rewards' $250 million financing at a $10.75 billion valuation
  • Newfront's $200 million financing at a $2.2 billion valuation
  • SquareTrade's $1.4 billion sale to Allstate

About Financial Technology Partners

Financial Technology Partners is an investment bank that provides advisory services to companies in the financial technology sector. The company was founded in 2002 and is headquartered in San Francisco, California. Financial Technology Partners serves a variety of clients, including private and public companies, venture capital firms, and private equity firms. The company's services include mergers and acquisitions, capital raising, and strategic advisory. Financial Technology Partners is committed to providing high-quality, independent advice to its clients.
Learn more about Financial Technology Partners
Size
100 employees
Industry
Founded
2002

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