Equity Research Associate - FinTech

Location: San Francisco, CA (preferred); New York, NY also considered
Team: Equity Research
Firm: Financial Technology Partners (FT Partners)
Role Summary

We are seeking a highly motivated Equity Research Associate to join our growing research team. This role provides a unique opportunity to gain deep exposure to the FinTech ecosystem while contributing to the build-out of a differentiated research product in a fast-paced, entrepreneurial environment.

This role could allow for rapid expansion of responsibility, as the Associate will work closely with the entire equity research team, the investment banking team, and FT Partners' leadership to generate high-quality, actionable research and support institutional investor engagement. This includes financial modeling, thematic analysis, industry forecasting, and client interaction.
Key Responsibilities

Research & Analysis

• Support coverage of FinTech companies and industry subsectors.
• Build and maintain robust financial models, including earnings forecasts, valuations (DCF, comps), and scenario planning.
• Conduct in-depth company and sector research using public filings, proprietary data, and third-party sources.
• Analyze market, competitive, and regulatory trends that influence investment outlooks.
• Author high-quality research reports, investment recommendations, and thematic pieces.

Client & Stakeholder Engagement

• Communicate investment ideas and research findings to institutional clients, internal stakeholders, and sales/trading teams.
• Prepare and present materials for client meetings, industry events, roadshows, and conferences.
• Serve as a point of contact for client inquiries and relationship management.

Qualifications

Education

• Bachelor's degree in Finance, Accounting, Economics, or a related field is required.
• MBA or CFA designation (or candidacy) is a plus.

Experience

• 2-4 years of experience in equity research, investment banking, consulting, or asset management.

Technical Skills

• Advanced proficiency in Excel and PowerPoint.
• Strong understanding of financial modeling, accounting, and valuation methodologies.
• Familiarity with industry data platforms and tools (e.g., Bloomberg, FactSet, Capital IQ).

Soft Skills

• Exceptional written and verbal communication skills.
• Strong attention to detail and ability to synthesize complex data into actionable insights.
• Entrepreneurial mindset with a proactive, self-starter attitude.
• Ability to thrive in a fast-paced, high-performance culture.
• Strong interest in-and knowledge of-the FinTech ecosystem.

Licensing Requirements

SIE, Series 7, 63, 86, and 87 exams passed (or willingness to obtain them promptly upon hire).
Why Join FT Partners?

• Be part of a pioneering research team at the leading FinTech investment bank.
• Gain unmatched exposure to industry-defining companies and deals.
• Work closely with top-tier senior professionals and a fast-growing global team.
• Enjoy a meritocratic environment with clear growth paths and mentorship opportunities.

Compensation: 160-200k total comp

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.