Equity Research Associate – FinTech
FT Partners is an investment banking firm focused exclusively on financial technology.
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
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
Join FT Partners' growing equity research team to support coverage of FinTech companies and subsectors. The role involves financial modeling, valuation, thematic analysis, industry forecasting, research report writing, investment recommendations, and institutional client engagement.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 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 Bloomberg, FactSet, or Capital IQ
- Exceptional written and verbal communication skills
- Strong attention to detail and ability to synthesize complex data
- 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 available
- MBA or CFA designation or candidacy is a plus
Responsibilities
- Support coverage of FinTech companies and industry subsectors
- Build and maintain financial models, including earnings forecasts, DCF and comparable-company valuations, and scenario planning
- Conduct company and sector research using public filings, proprietary data, and third-party sources
- Analyze market, competitive, and regulatory trends
- Author research reports, investment recommendations, and thematic pieces
- Communicate investment ideas to institutional clients, internal stakeholders, and sales and trading teams
- Prepare materials for client meetings, industry events, roadshows, and conferences
- Serve as a point of contact for client inquiries and relationship management
Benefits
- Exposure to industry-defining FinTech companies and deals
- Opportunity to work with senior professionals and a growing global team
- Meritocratic environment with clear growth paths and mentorship opportunities