Special Executions Group Experienced Associate
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
Lead financial and strategic execution for high-growth FinTech transactions, preparing analysis and investor materials for sophisticated private equity and strategic buyer scrutiny.
Requirements
- Major in finance, accounting, economics, or a related field
- Advanced degree or professional qualification strongly preferred
- 5–8 years of experience in transaction services, financial due diligence, or high-growth corporate finance
- SaaS, technology, or FinTech experience strongly preferred
- Financial diligence and revenue quality analysis
- Forecasting and core accounting knowledge
- Proficiency in Excel and PowerPoint
- Problem-solving ability and intellectual curiosity
- Attention to detail and commitment to accuracy
- Permanent U.S. work authorization
Responsibilities
- Own financial and growth workstreams across live deals
- Analyze revenue quality, cohorts, retention, unit economics, sales efficiency, and growth
- Advise bankers and management teams on financial modeling and projections
- Identify issues likely to draw investor scrutiny
- Frame risks and shape mitigation strategies
- Oversee multiple transactions
- Set analytical and investor-grade standards
- Mentor junior professionals
- Strengthen the SpecialX strategic capability
Benefits
- Medical benefits
- 401(k) eligibility
- Paid vacation
- Paid sick time
- Parental leave
- Competitive compensation
- Strong career path