Equity Research Summer Analyst
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
You will support Senior Research Analysts throughout the equity research process. You will build and maintain financial models, analyze market, economic, and technology trends, develop investment ideas, write research materials, create presentations, and communicate with sales, clients, and company management.
Requirements
- Be an undergraduate or Master's student graduating between December 2027 and June 2028
- Hold an undergraduate degree with a GPA of 3.5 or greater
- Demonstrate analytical, verbal communication, and written communication skills
- Demonstrate proficiency in Excel and PowerPoint
- Have working knowledge of accounting, finance, and securities valuation
- Have a strong interest in the FinTech sector
- Hold U.S. work authorization
- Effectively integrate AI-powered tools into daily workflows
Responsibilities
- Build industry knowledge of the FinTech industry
- Contribute to investment idea generation
- Interpret data and analyze market, economic, and technology trends
- Develop and maintain financial models
- Write research reports and notes on covered companies and industry topics
- Create presentation materials
- Communicate with internal sales, clients, and company management teams
