Financial Technology Partners

2027 July Strategic Insights Full Time Analyst (San Francisco)

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

Qualifications

  • Undergraduate or Master students graduated by June 2027
  • Degrees in Finance, Economics or Accounting preferred
  • Minimum 3.40 cumulative GPA
  • Strong interest in financial analysis, research, and FinTech
  • Exceptional writing and verbal communication skills
  • Strong work ethic and a drive for excellence
  • High attention to detail

Responsibilities

  • Conduct due diligence on high-growth FinTech companies and perform various valuation analyses
  • Engage with FinTech founders and venture capitalists to understand business strategies and capital needs
  • Utilize proprietary databases and alternative data sources for trend identification in FinTech
  • Research M&A and capital transactions and publish insightful reports
  • Collaborate with deal teams on assessing valuation and product differentiation
  • Develop client-facing deliverables and market insights
  • Assist senior bankers with business development strategies and client interactions

Benefits

  • Work alongside a dynamic team of seasoned professionals from top investment banks
  • Award-winning institution with a reputation for excellent execution
  • Opportunity to work on both billion-dollar deals and early-stage VC transactions
  • Strong career development opportunities within a rapidly growing firm
  • Access to a premier client base and influential executives in FinTech
Full Job Description
2027 July Analyst, Strategic Insights (SF)

Position: Financial Technology Partners is seeking Full-Time Strategic Insights Analysts to begin in July 2027 in San Francisco.

Role Description

Analysts within Strategic Insights will perform a wide array of strategic and operational activities in a fast-paced, high-profile environment. As a member of our team, you will conduct due diligence on potential investment banking opportunities including financial, valuation, and market sizing analyses. Furthermore, you will leverage extensive market data to first identify and then publish insights on the key trends and topics influencing the FinTech ecosystem. This position presents an exceptional opportunity for our Analysts to hone and develop their financial modeling, data analytics, business strategy, and interpersonal skills, while also interfacing with the most prominent CEOs, Founders, and Investors in FinTech. By design, this role equips Analysts with the essential tools and expertise to emerge as future leaders in the space. If you are determined, ambitious, and passionate about FinTech - we would love to meet you!

What are the unique opportunities of this role?

This is an unparalleled opportunity to work at an elite investment bank - and the only one exclusively dedicated to FinTech. From day one you will be on the front lines meeting with C-Suite level professionals from the top FinTech and Crypto companies as you assess product-market-fit, perform in-depth financial due-diligence, and conduct broader market research.

In this role, you will:
  • Perform due-diligence on high-growth FinTech companies including conducting various valuation analyses (e.g. DCFs, public comparables, precedent transactions) for companies across FinTech verticals and business models
  • Meet with FinTech founders, venture capitalists, private equity firms, and traditional finance executives in order to understand strategy, product roadmaps, acquisition interests, and capital raising / liquidity needs
  • Leverage FT Partners' proprietary database and alternative data sources to identify emerging trends in FinTech
  • Research significant M&A and private capital raising transactions and publish high-quality / high-visibility reports
  • Work side-by-side with deal teams in helping to assess valuation, product differentiation, and investor / buyer rationales
  • Develop high-impact, client facing deliverables including sell-side pitches, views on market trends, and analyses of investment / acquisition activity across FinTech
  • Assist senior bankers in developing and implementing business development strategies and facilitating dialogue with CEO/CFO/Board level contacts

Qualifications
  • Undergraduate or Master students graduated by June 2027
  • All degrees considered, Finance, Economics or Accounting preferred
  • Minimum 3.40 cumulative GPA
  • Strong interest in financial analysis, research, and FinTech
  • Exceptional writing and verbal communication skills
  • Strong work ethic and a drive for excellence
  • Team player, self-motivated, and entrepreneurial
  • Strong data management and research skills
  • Maturity and poise to work directly with C-Suite level professionals
  • High attention to detail
  • Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future.

Why FT Partners?
  • Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Evercore and Barclays
  • Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others)
  • Executing both billion dollar and early stage / high-growth VC transactions
  • Excellent career path, strong and competitive compensation
  • Unparalleled deal flow with premier client base
  • Access to world-class executives at high-growth companies
  • Dominant footprint in one of the largest sectors: financial technology
  • Top-notch financial sponsor relationships
  • Close-knit, rapidly growing team

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 $100,000/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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