Jobs Companies Financial Technology Partners FinTech Research Analyst

About this FinTech Research Analyst role at Financial Technology Partners

Financial Technology Partners · San Francisco

FinTech Research Analyst (Experienced candidates only please, no entry level)

FT Partners

San Francisco, CA

Hybrid model: 3 days in office, 2 days work from home

This is an unparalleled opportunity to work at an elite investment bank. Analysts on the Research team will focus on the production of FinTech industry research publications including reports on key sector and regional trends as well as capital raising, IPO and M&A deal activity, in addition to creating transaction case studies, and facilitating interviews with CEOs / executives, video conferences and more. Our research and analysis has been featured on Bloomberg, the Wall Street Journal, Dow Jones, and the Financial Times and is regularly viewed by CEOs and industry leaders. FT Partners' unique insight into FinTech is a direct result of successfully executing hundreds of transactions combined with over 20 years of exclusive focus on the FinTech sector. In this role, you will work side-by-side with the Business Development and Investment Banking deal teams.

What are the unique opportunities of this role? 

Research Analysts will learn a significant amount about the FinTech industry, the investment banking process, as well as the "in and outs" of the M&A and private company capital raising. Because we are a boutique investment bank, you will also gain significant exposure to senior investment banking professionals and cutting-edge financial technology companies. There are significant opportunities to take on additional responsibility over time as specialized knowledge is gained, including supporting investment banking deal teams with high-impact research. 

  • Research key FinTech sectors, regions, trends and significant M&A and private company capital raising transactions
  • Create high-quality / high-visibility reports utilizing both effective written and graphical presentation skills
  • Thoroughly edit and review content to ensure publishing and journalistic standards
  • Maintain and manage proprietary database of FinTech companies and transactions and develop key analysis using the data
  • Create and assist in the execution of marketing strategies for the firm and facilitate dialog with key internal stakeholders and external CEO/CFO/Board level contacts
  • Develop subject matter expertise in the FinTech industry
  • Learn and apply basic financial analysis concepts and skills
  • Gain valuable first-hand experience with Investment Banking concepts and exposure to senior level investment banking team members

Qualifications

  • The start date for this position is immediate
  • 1 – 3 years experience
  • All degrees considered, Finance, Economics or Accounting preferred
  • GPA 3.30 or greater
  • Strong interest in finance, consulting, research, and FinTech
  • Exceptional writing and verbal communication skills
  • Strong work ethic and a drive for excellence
  • Team player, self-motivated, and entrepreneurial
  • Strong project management and research skills
  • High attention to detail
  • U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future. 

Why FT Partners?

  • Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Raymond James, and Evercore
  • Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others)
  • Executing both billion dollar and early stage / high-growth VC transactions
  • Excellent career path, strong and competitive compensation
  • Unparalleled deal flow with premier client base
  • Access to world-class executives at high-growth companies
  • Dominant footprint in the one of largest sectors: financial technology
  • Top-notch financial sponsor relationships
  • Close-knit, rapidly growing team  

Selected transactions include advising:

  • Deribit’s $4.3 billion Sale to Coinbase
  • Payoneer's $3.8 billion Merger with FTAC Olympus Acquisition Corp.
  • Divvy's $2.5 billion Sale to Bill.com
  • AvidXchange’s $2.2 billion sale to TPG & Corpay
  • GreenSky’s $2.2 billion Sale to Goldman Sachs
  • Hidden Road’s $1.3 billion Sale to Ripple
  • TrueBill’s $1.3 billion Sale to Rocket Companies
  • Revolut's $1.3 billion Financing at a $33 billion Valuation
  • Currencycloud’s $1 billion Sale to Visa
  • Mollie's $800 million Financing
  • Upgrade’s $280 million Series F Financing at a $6 billion Valuation
  • Mambu’s $266 million Series E Financing at a $5.5 billion Valuation
  • Bilt’s $250 million Financing at a $10.8 billion Valuation
  • CloudWalk’s $150 Series C Financing at a $2.2 billion Valuation
  • Stash’s $146 million Series H Financing

Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. If you require reasonable accommodation as part of the application process, please contact recruiting@ftpartners.com.

Ready to apply to Financial Technology Partners?
Apply to Financial Technology Partners

About Financial Technology Partners

Financial Technology Partners LP and FTP Securities LLC ("FT Partners") is the only investment banking firm focused exclusively on the financial technology sector. We broadly define the sector as the dynamic convergence of technology-based solutions and financial services. FT Partners was recently recognized as "Dealmaker of the Year" and "Investment Banking Firm of the Year" by The M&A Advisor.

The firm was founded by Steve McLaughlin, Managing Partner, formerly a senior investment banker in Goldman Sachs & Co.'s Financial Technology Group and Financial Institutions Group in New York and San Francisco. The firm's Founder and senior bankers are all highly experienced investment bankers formerly with the financial technology, M&A and investment banking groups of Goldman Sachs & Co in New York, San Francisco, London and Los Angeles.

Clients want and deserve the best in overall investment banking services, industry knowledge, relationships and senior level experience. In the complex financial technology sector, we believe no other firm offers a higher set of skills, expertise and mission critical advice to leading CEOs and industry decision makers. When you want to explore your firm's full potential, consider FT Partners' full suite of strategic and financial advisory services. 

See all jobs at Financial Technology Partners →

Similar jobs

Sign up for suggestions tailored to the jobs you open and the searches you save.

More jobs at Financial Technology Partners

See all jobs at Financial Technology Partners →

Apply now
🤖

Whoa — hold up

JobsRadar was built for real people having a rough time in their job search — not for automated requests. You're clicking way too fast and you're now temporarily blocked.

Come back later. If you're genuinely job hunting, we've got your back — just act like a human.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Get an edge on your job hunt.

Join our Telegram channel for the stuff that helps you land the role — salary benchmarks, the weekly market pulse, and new-feature drops. No spam, just signal.

Join the channel — it's free