Equity Research Associate – FinTech
FT Partners is an investment banking firm focused exclusively on financial technology. It provides strategic and financial advisory services, including M&A, capital raising, IPO advisory, valuations, and restructuring, to FinTech companies, founders, CEOs, boards, investors, and financial institutions.
About FT Partners
Financial Technology Partners, also known as FT Partners, is a global investment banking firm focused exclusively on the FinTech sector. The firm provides strategic advisory services such as mergers, acquisitions, divestitures, fairness opinions, and anti-raid advisory, as well as financial advisory services including private capital raising, private equity, restructuring and LBOs, IPO advisory, and valuations. FT Partners also operates a FinTech equity research and strategic insights platform, publishing market reports, transaction analysis, and research for institutional investors and industry executives. Its clients include early-stage startups, high-growth private companies, public companies, financial institutions, investors, CEOs, and boards of directors across the financial technology ecosystem.
Skills
About the Role
You will join a growing equity research team and gain deep exposure to the FinTech ecosystem. You will support coverage of FinTech companies and subsectors, build and maintain financial models including earnings forecasts, DCF and comparable valuations, and scenario planning. You will conduct in-depth company and sector research using public filings, proprietary data, and third-party sources, and analyze market, competitive, and regulatory trends. You will author high-quality research reports, investment recommendations, and thematic pieces. You will also communicate investment ideas to institutional clients, internal stakeholders, and sales and trading teams, prepare and present materials for client meetings, industry events, roadshows, and conferences, and serve as a point of contact for client inquiries.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- MBA or CFA designation (or candidacy) is a plus
- 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
- 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)
- Authorized to work in the U.S. (no visa sponsorship)
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
