Financial Technology Partners

2027 January IBD Full Time Analyst (San Francisco)

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Recent graduate or student graduating by December 2026
  • Preferred Finance or Accounting major
  • Minimum 3.7 GPA and strong standardized test scores
  • Ideal candidates have prior finance or accounting internship experience
  • Strong problem solving, analytical, and quantitative skills
  • Ability to work under pressure and meet tight deadlines
  • Excellent written and verbal communication skills

Responsibilities

  • Assist in all aspects of transactions from origination to closing
  • Work directly with senior bankers on daily transaction activities
  • Manage multiple tasks in a fast-paced environment
  • Participate in rigorous classroom training led by seasoned bankers
  • Contribute to live deals immediately after training
  • Engage with client executives during transactions
  • Collaborate with deal teams effectively

Benefits

  • Award-winning firm with recognition such as Investment Bank of the Year
  • Exceptional deal flow in a high-growth industry
  • Access to high-profile clients and executives
  • Strong career advancement opportunities
  • Close-knit and rapidly growing team culture
Full Job Description
2027 January Analyst, Investment Banking (SF)

Position: Financial Technology Partners is seeking Full-Time Investment Banking Analysts to begin in January 2027 in San Francisco.

Role Description

Our Analysts are included in all aspects of transactions from origination to closing. They work directly with senior bankers and are responsible for the day-to-day activities of each transaction. The work is fast-paced and requires the ability to work seamlessly under pressure and manage tight deadlines. The Analyst program begins in January 2027 with rigorous classroom training led by seasoned bankers. Upon completing training, our Analysts are staffed on live deals, immediately working with deal teams on the day-to-day activities of M&A and capital raising transactions.

General Qualifications
  • Recent graduates of undergraduate or Master programs, or students graduating by December 2026
  • Finance or Accounting major preferred
  • Minimum 3.7 cumulative GPA
  • 1400 SAT / 30 ACT strongly preferred
  • Prior finance and/or accounting internship experience ideal
  • Excellent problem solving and analytic ability
  • Strong work ethic and a drive for perfection
  • Ability to perform under pressure amid tight deadlines
  • Team player, self-motivated, and entrepreneurial
  • Strong quantitative and technical skills
  • Strong data management and research skills
  • Maturity and poise to work directly with client executives
  • Attention to detail, strong written and verbal communication skills
  • Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future

Team Player
  • Able to collaborate across teams and levels, both internally and externally
  • Builds trust in relationships with all team members
  • High-level of engagement and commitment to the Firm's goals and organizational success
  • Self-motivated and entrepreneurial

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 $110,000/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.

About Financial Technology Partners

Financial Technology Partners is an investment bank that provides advisory services to companies in the financial technology sector. The company was founded in 2002 and is headquartered in San Francisco, California. Financial Technology Partners serves a variety of clients, including private and public companies, venture capital firms, and private equity firms. The company's services include mergers and acquisitions, capital raising, and strategic advisory. Financial Technology Partners is committed to providing high-quality, independent advice to its clients.
Learn more about Financial Technology Partners
Size
100 employees
Industry
Founded
2002

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