What are the responsibilities and job description for the FinTech / InsurTech Business Development Associate position at financialtechnologypartners?
FinTech / InsurTech Business Development Associate
San Francisco, CA or New York City
About FT Partners FT Partners is the only investment bank focused exclusively on the financial technology sector. Headquartered in San Francisco with offices in New York and London, we deliver world-class strategic and financial advisory services — including M&A advisory, private capital raising, and capital markets advisory — to the most innovative companies shaping the future of finance. Our 250 person global team is led by bankers formerly of Goldman Sachs, Morgan Stanley, JP Morgan, Evercore, Citi, Bank of America, and more.
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
Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We welcome all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status, or any other legally protected factors.
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