Equity Research Associate – FinTech
About The Position
Financial Technology Partners (FT Partners) is seeking a highly motivated Equity Research Associate to join its growing research team. This role offers a unique opportunity to gain deep exposure to the FinTech ecosystem while contributing to the build-out of a differentiated research product in a fast-paced, entrepreneurial environment. The Associate will work closely with the entire equity research team, the investment banking team, and FT Partners' leadership to generate high-quality, actionable research and support institutional investor engagement. This includes financial modeling, thematic analysis, industry forecasting, and client interaction.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field is required.
- 2–4 years of experience in equity research, investment banking, consulting, or asset management.
- Advanced proficiency in Excel and PowerPoint.
- Strong understanding of financial modeling, accounting, and valuation methodologies.
- Familiarity with industry data platforms and tools (e.g., Bloomberg, FactSet, Capital IQ).
- Exceptional written and verbal communication skills.
- Strong attention to detail and ability to synthesize complex data into actionable insights.
- Entrepreneurial mindset with a proactive, self-starter attitude.
- Ability to thrive in a fast-paced, high-performance culture.
- Strong interest in—and knowledge of—the FinTech ecosystem.
- SIE, Series 7, 63, 86, and 87 exams passed (or willingness to obtain them promptly upon hire).
- Applicants must be authorized to work in the U.S. We do not sponsor visas at this time.
Nice To Haves
- MBA or CFA designation (or candidacy) is a plus.
Responsibilities
- Support coverage of FinTech companies and industry subsectors.
- Build and maintain robust financial models, including earnings forecasts, valuations (DCF, comps), and scenario planning.
- Conduct in-depth company and sector research using public filings, proprietary data, and third-party sources.
- Analyze market, competitive, and regulatory trends that influence investment outlooks.
- Author high-quality research reports, investment recommendations, and thematic pieces.
- Communicate investment ideas and research findings to institutional clients, internal stakeholders, and sales/trading teams.
- Prepare and present materials for client meetings, industry events, roadshows, and conferences.
- Serve as a point of contact for client inquiries and relationship management.
Benefits
- Clear growth paths and mentorship opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
