Financial Technology Partners

Experienced Analyst, Investment Banking

Financial Technology Partners$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-2 years of investment banking experience, ideally in M&A or sell-side advisory
  • Bachelor's degree (minimum GPA of 3.5)
  • U.S. work authorization (no visa sponsorship)
  • Strong analytical and technical skills
  • High proficiency in Excel and PowerPoint
  • Excellent organizational and time management skills
  • Exceptional communication and presentation skills

Responsibilities

  • Build detailed financial models and valuations
  • Conduct industry and company research
  • Prepare strategic analyses and recommendations
  • Support client engagements and due diligence
  • Collaborate with senior bankers on deal processes
  • Mentor and train new analysts and interns

Benefits

  • Hybrid work model (3 days in office)
  • Direct exposure to FinTech CEOs and investors
  • Collaboration with experienced senior bankers
  • Opportunity to participate in high-profile transactions
Full Job Description
Position: Investment Banking Analyst

Location: San Francisco, CA (Hybrid, 3 days in office)

Role Overview

As an Investment Banking Analyst, you will be deeply involved in all aspects of live transactions and business development efforts, including:
  • Building detailed financial models and valuations
  • Conducting industry and company research
  • Preparing strategic analyses, recommendations, and presentations
  • Supporting client engagements, due diligence, and execution
  • Collaborating closely with senior bankers to manage deal processes
  • Mentoring and training new analysts and interns

This role offers unparalleled exposure to leading FinTech CEOs, venture capital and private equity investors, and innovative technology firms, as well as direct collaboration with highly experienced senior bankers.

General Qualifications
  • 1-2 years of full-time investment banking experience, preferably in M&A or sell-side advisory.
  • Bachelor's degree with a minimum GPA of 3.5.
  • U.S. work authorization required (FT Partners does not sponsor applicants for work visas).
  • Proven ability to lead and manage projects effectively.
  • Exceptional analytical, quantitative, and technical skills.
  • High proficiency in Excel and PowerPoint.
  • Excellent organization, time management, and attention to detail.
  • Strong presentation and communication skills.
  • Entrepreneurial mindset with the drive to take initiative.
  • Ability to work well under pressure in a team-oriented environment.

Communication Skills
  • Exceptional verbal and written communication abilities.
  • Comfort preparing and delivering client-facing materials.
  • Professional maturity and poise to work directly with executive-level clients.

Team Player
  • Collaborative and ethical contributor who inspires trust and upholds firm values.
  • Strong sense of accountability, integrity, and follow-through.
  • Excels in high-pressure environments with tight deadlines.
  • Supports and mentors peers to foster long-term team development.

Selected Transactions
    • Divvy's $2.5 billion Sale to Bill.com
    • GreenSky's $2.2 billion Sale to Goldman Sachs
    • Forge's $2 billion Merger with Motive Capital Corp.
    • Truebill's $1.3 billion Sale to Rocket Companies
    • Revolut's $800 million Financing at a $33 billion Valuation
    • SpotOn's $300 million Series F Financing at a $3.6 billion Valuation
    • Upgrade's $280 million Series F Financing at a $6 billion Valuation
    • CAIS' $225 million Series C Financing at a $1 billion+ Valuation
    • Bilt's $200 million Financing at a $3.1 billion valuation
    • Newfront's $200 million Financing at a $2.2 billion Valuation
    • DailyPay's $75 million Financing at a $1.8 billion Valuation
    • Cart.com's $60 million Series C Financing at $1.2 billion Valuation
    • Acorn's Acquisition of GoHenry

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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