Investment Banking Associate
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
As an Investment Banking Associate, you will play a pivotal role in originating and executing live transactions. You will perform extensive financial modeling and analysis, company valuation, corporate and industry research, and strategic analysis and recommendations. You will identify business development opportunities, conduct due diligence, prepare client presentation materials, and identify potential corporate and financial sponsors, buyers, and investors. You will work closely with senior investment bankers, managing day-to-day deal activities and overseeing and mentoring analysts. You will gain significant exposure to industry leaders, top private equity and venture capital investors, and cutting-edge technology companies, and you will actively participate in recruiting, training, and developing analysts.
Requirements
- Minimum of 2 years of full-time investment banking experience in M&A sell-side advisory
- FINRA Series 63 and 79 registration
- Bachelor's degree with a minimum GPA of 3.5
- Proven capability to lead and manage projects effectively
- Exceptional organizational, execution, and time management skills, with keen attention to detail
- Strong relationship management skills, with the ability to interact at all organizational levels
- Excellent presentation skills, adaptable to both large and small group settings
- Strategic thinker with robust analytical capabilities
- Proven quantitative and technical expertise, proficient in Excel and PowerPoint
- Entrepreneurial mindset, ready to tackle complex tasks and challenges
- Strong work ethic, self-discipline, and motivation
- U.S. work authorization required; no visa sponsorship
- Exceptional writing and verbal communication skills
- Maturity and professionalism in interactions with client executives
- Ability to thrive under pressure and meet tight deadlines
Responsibilities
- Originate and execute live transactions
- Perform extensive financial modeling and analysis
- Conduct company valuation and corporate and industry research
- Develop strategic analysis and recommendations
- Identify business development opportunities
- Conduct due diligence
- Prepare client presentation materials
- Identify potential corporate and financial sponsors, buyers, and investors
- Manage day-to-day deal activities
- Oversee and mentor analysts
- Participate in analyst recruitment, training, and professional development
Benefits
- Hybrid work model with three days in the office and two days remote
- Competitive compensation packages
