Research Analyst, Companies & Transactions

FT Partners is an investment banking firm focused exclusively on financial technology.

San Francisco, USA
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.

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Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will conduct in-depth research and analysis of FinTech companies, people, and transactions. You will profile companies, investment firms, executives, and board members; track M&A, IPO, financing, and investment activity; and maintain accurate proprietary financial and company databases. You will deliver assigned KRAs accurately and on time.

Requirements

  • 1–3 years of work experience.
  • Proficiency in Microsoft Word, Excel, and PowerPoint.
  • Strong interest in finance, research, and FinTech.
  • Excellent research and communication skills.
  • India-based candidate; US-based candidates are not eligible.
  • B.Com (Hons.), BBA (Finance), or MBA (Finance).
  • Exceptional written and verbal communication skills.
  • Ability to work under pressure, prioritize, and plan effectively.

Responsibilities

  • Track and analyze FinTech sectors, companies, M&A transactions, and capital-raising transactions.
  • Conduct company profiling and track major industry developments.
  • Research global M&A activity, IPOs, and financing transactions.
  • Profile private equity and investment firms.
  • Profile executives and board members, including their professional backgrounds, roles, and contributions.
  • Manage and maintain financial and company databases.
  • Deliver assigned KRAs within specified time frames with 100% accuracy.