Equity Research Vice President – 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 lead coverage of companies and subsectors within information services, FinTech software, and payroll software. You will build and maintain robust financial models, including earnings forecasts, valuations, and scenario planning, and conduct in-depth company and sector research using public filings, proprietary data, and third-party sources. You will analyze market, competitive, and regulatory trends and author high-quality research reports, investment recommendations, and thematic pieces. You will communicate investment ideas to institutional clients, internal stakeholders, and sales and trading teams, and prepare materials for client meetings, industry events, roadshows, and conferences. You will mentor, train, and review work from junior Research Analysts, collaborate with the investment banking team, and help shape the equity research strategy and product suite.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- MBA or CFA designation (or candidacy) preferred
- 5–8+ years of relevant experience with demonstrated leadership and sector expertise
- 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
- Ability to thrive in a fast-paced, high-performance culture
- 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
Responsibilities
- Lead coverage of companies and subsectors within information services, FinTech software, and payroll software
- 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 trusted point of contact for client inquiries and relationship management
- Mentor, train, and review work from junior Research Analysts
- Work collaboratively across teams, including investment banking, while maintaining research independence
- Help shape and refine the equity research strategy and product suite
