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.
