2027 Full-time Associate, Investment Banking – San Francisco
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
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will originate and execute live investment banking transactions through financial modeling, valuation, research, strategic analysis, due diligence, business development, and client presentation preparation. You will manage deal activities, work with senior bankers, and mentor analysts.
Requirements
- Currently enrolled in a top-tier business school and graduating by summer 2027
- Bachelor’s degree with a minimum 3.5 GPA
- Project leadership and management capability
- Organizational, execution, and time management skills
- Relationship management skills
- Presentation skills
- Strategic and analytical capabilities
- Quantitative and technical expertise
- Proficiency in Excel and PowerPoint
- U.S. work authorization at the time of application
- Exceptional written and verbal communication skills
- Ability to work under pressure and meet tight deadlines
Responsibilities
- Originate and execute live investment banking transactions
- Perform financial modeling and analysis
- Conduct company and industry research
- Develop strategic analyses and recommendations
- Identify business development opportunities
- Conduct due diligence
- Prepare client presentation materials
- Identify potential sponsors, buyers, and investors
- Manage day-to-day deal activities
- Oversee and mentor analysts