FinTech Equity Research Associate

Financial Technology Partners is seeking an Equity Research Associate to join their recently formed Equity Research Department in Miami, FL. The successful candidate will work directly with Senior Research Analysts on all aspects of the research process, including building and maintaining models, performing fundamental analysis, writing research reports and creating presentations, and interacting with sales, corporate management, and clients. The job offers excellent exposure to the FinTech sector, the ability to work directly with highly respected Senior Analysts, and the opportunity for an attractive career path at a very successful and fast-growing investment bank.

• Build/possess strong industry knowledge of the FinTech industry
• Pass/have passed FINRA mandated license exams including SIE, Series 7, 63, 86, 87
• Eager to help train, mentor, and manage a small team of junior Research Analysts
• Contribute to the generation of investment ideas
• Interpret data and perform analysis on market, economic and technology trends
• Develop and maintain financial models
• Write reports / notes on companies under coverage and key industry topics
• Create presentation materials
• Communicate with internal sales force, clients and company management teams

• Build/possess strong industry knowledge of the FinTech industry
• Pass/have passed FINRA mandated license exams including SIE, Series 7, 63, 86, 87
• Eager to help train, mentor, and manage a small team of junior Research Analysts
• Contribute to the generation of investment ideas
• Interpret data and perform analysis on market, economic and technology trends
• Develop and maintain financial models
• Write reports / notes on companies under coverage and key industry topics
• Create presentation materials
• Communicate with internal sales force, clients and company management teams
• Bachelor’s degree with a strong academic track record
• Excellent analytical skills
• Strong verbal and written communication skills
• Proficiency in Excel and PowerPoint
• Strong attention to detail
• Strong team orientation
• Working knowledge of accounting, finance, and securities valuation
• Ability to work in a fast-paced, high-energy environment
• Comfortable taking initiative and being resourceful / entrepreneurial
• Ability to multi-task and work with numerous teams
• Strong interest in the FinTech sector
• 1-3 years experience in equity research, investment banking, and/or the FinTech industry is preferred
• U.S. work authorization required, FT Partners will not sponsor applicants for work visas at application or in the future
• Must have received or be willing to receive the COVID-19 vaccination by date of hire to be considered
• Exceptional writing and verbal communication skills, able to prepare high impact materials
• Participates effectively in both internal and external meetings
• Maturity and poise to work directly with institutional investors and corporate executives
• Team player who can contribute to building a positive team spirit, keeps commitments, inspires the trust of others, works with integrity and ethically, and upholds firm values
• Ability to perform under pressure, amid tight deadlines; can effectively prioritize and plan
• Collaborative across teams and levels, both internally and externally
• Understands coaching for long term development of self and others