Financial Technology Partners

2027 Summer Associate, Investment Banking (US)

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

Qualifications

  • Enrolled in a top-tier business school, graduating by summer of 2028
  • Bachelor's degree with a minimum GPA of 3.5
  • Ability to effectively lead and manage projects
  • Strong organizational, execution, and time management skills
  • Excellent presentation skills adaptable to diverse settings
  • Entrepreneurial mindset with capability to handle complex tasks
  • Demonstrated integration of AI tools in workflows

Responsibilities

  • Participate in all aspects of transaction from origination to closing
  • Perform extensive financial modeling and analysis
  • Conduct corporate and industry research for strategic insights
  • Identify business development opportunities and execute due diligence
  • Prepare impactful client presentation materials
  • Mentor Analysts and oversee daily deal activities

Benefits

  • Collaborative and positive team environment
  • Focus on personal and professional development
  • Exposure to high-profile transactions
  • Opportunity to work closely with senior bankers
  • Fast-paced, challenging work setting
Full Job Description
2027 Summer Associate, Investment Banking (US)

Position: Financial Technology Partners is seeking Summer Investment Banking Associates in San Francisco and New York.

Role Description:

Our Summer Associate program begins in June 2027 and is an 8-week commitment. Summer Associates are included in all aspects of a transaction from origination to closing. 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. Summer Associates work closely with senior investment bankers, managing day-to-day deal activities and overseeing and mentoring Analysts.

General Qualifications:
  • Currently enrolled in a top-tier business school, graduating by summer of 2028
  • 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
  • Demonstrates ability to effectively integrate AI-powered tools into daily workflows to increase efficiency and maximize outputs
  • 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
  • Executive presence and ability to command a room
  • Maturity and professionalism in interactions with client executives
  • Effective participation in both internal and external meetings


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 GenAI 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, the 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.

Application Deadline:

To apply please submit your resume, cover letter, and undergraduate transcript to FT Partners by Sunday, November 8 at 11:59pm.

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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