2027 Full-Time Associates, Investment Banking (SF)Position: Financial Technology Partners is seeking Full-Time Investment Banking Associate to begin in July 2027 in San Francisco.
FT Partners operates on a hybrid work model, with three days in the office and two days remote.
Role Overview:As an Investment Banking Associate, you will play a pivotal role in originating and executing live transactions. Your responsibilities will encompass extensive financial modeling and analysis, company valuation, corporate and industry research, strategic analysis and recommendations, identification of business development opportunities, due diligence, preparation of client presentation materials, and the identification of potential corporate and financial sponsors, buyers, and investors. Associates will work closely with senior investment bankers, managing day-to-day deal activities and overseeing and mentoring analysts.
In this role, you will gain significant exposure to industry leaders, top private equity and venture capital investors, and cutting-edge technology companies. You will provide leadership and mentorship to Analysts, actively participating in their recruitment, training, and professional development.
General Qualifications- Currently enrolled in a top tier business school, graduating by summer of 2027
- 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 at the time of application; FT Partners does not sponsor work visas
Communication Skills:- Exceptional written and verbal communication skills, with the ability to produce high-impact materials
- Effective participation in both internal and external meetings
- Maturity and professionalism in interactions with client executives
- Executive presence and ability to command a room
Team Player Attributes:- Collaborative team player who fosters a positive team environment, keeps commitments, inspires trust and upholds ethical standards and firm values
- Ability to thrive under pressure and meet tight deadlines, with effective prioritization and planning skills
- Commitment to the long-term development of self and others through coaching
Selected transactions include advising:- Deribit's $4.3 billion Sale to Coinbase
- Divvy's $2.5 billion Sale to Bill.com
- AvidXchange's $2.2 billion Sale to TPG & Corpay
- GreenSky's $2.2 billion Sale to Goldman Sachs
- Truebill's $1.3 billion Sale to Rocket Companies
- Revolut's $1.3 billion Financing at a $33 billion Valuation
- Finicity's $1 billion Sale to Mastercard
- Intermex's $500 million Sale to Western Union
- SpotOn's $300 million Series F Financing at a $3.6 billion Valuation
- Bilt's $250 million Financing at a $10.75 billion Valuation
- Lumin Digital's $200 million Growth Financing
- Stash's $146 million Series H Financing
- CloudWalk's $150 million Financing at a ~$2.2 billion Valuation
To ensure a fair and transparent recruitment process, please do not use GenAl tools during interviews. Failure to adhere to these guidelines may result in disqualification from the recruitment process.
The annual salary for this position at commencement of employment is $175,000/year. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
