FinTech / InsurTech Business Development Associate

You will perform due diligence on high-growth FinTech and InsurTech companies, including DCF, public comparables, and precedent transaction analyses. You will meet directly with founders, VCs, private equity firms, and traditional finance executives to assess strategy, product roadmaps, and capital raising needs. You will track industry trends and investment activity, leverage proprietary databases and alternative data sources to identify emerging InsurTech leaders, and research significant M&A and capital raising transactions. You will also develop market-facing deliverables such as sell-side pitches and industry reports, and assist senior bankers in developing business development strategies and facilitating dialogue with CEO, CFO, and Board-level contacts.

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 proprietary databases and alternative data sources to identify emerging InsurTech leaders
• Research significant M&A and capital raising transactions and contribute to high-quality 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

Requirements

• 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

Benefits

• Comprehensive benefits package
• Bonus potential