Financial Technology Partners

Macro Research & Content Strategy Associate

Financial Technology Partners$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-7+ years experience in research or analysis-related roles
  • Exceptional writing and communication skills
  • Ability to produce polished research reports for executives
  • Strong analytical and critical thinking abilities
  • Excellent attention to detail
  • Skilled in synthesizing complex topics swiftly
  • Highly organized, capable of multitasking

Responsibilities

  • Conduct primary and secondary market research
  • Analyze large datasets for trends and insights
  • Produce professional-quality research reports and thought leadership
  • Create compelling marketing content in various formats
  • Develop and execute targeted email marketing campaigns
  • Leverage AI tools to enhance research quality and productivity
  • Identify opportunities for workflow automation

Benefits

  • Exposure to leading financial technology transactions
  • Opportunity to work at the intersection of research and AI
  • Dynamic and collaborative work environment
  • Professional development and learning opportunities
  • Access to cutting-edge AI and research tools
Full Job Description
Research & Content Strategy Associate

Location: San Francisco, CA
Firm: Financial Technology Partners LP ("FT Partners")

We're looking for a highly analytical, AI-native Research & Content Strategy Associate to help us produce industry-leading research, thought leadership, and marketing content.

This role sits at the intersection of market research, data analysis, content creation, and AI-powered workflow automation. You'll conduct original research, identify emerging market trends, produce professional research reports, create compelling marketing content, and leverage the latest AI tools to dramatically increase productivity and quality.

If you're naturally curious, love digging into data, enjoy writing, and constantly experiment with new AI tools to work smarter and faster, we'd love to talk.

Responsibilities

Primary Research
  • Conduct primary research through surveys, interviews, outreach campaigns, and expert conversations
  • Perform secondary research across industry reports, financial filings, news sources, academic publications, and proprietary datasets
  • Develop research methodologies that produce differentiated market intelligence
  • Validate findings through multiple independent sources

Data Analysis
  • Analyze large datasets to identify trends, patterns, and investment themes
  • Synthesize quantitative and qualitative information into actionable insights
  • Build dashboards, visualizations, and supporting analysis
  • Identify emerging technologies, competitive dynamics, and market shifts

Research Reports
  • Produce professional-quality research reports suitable for executive audiences
  • Write market landscapes, industry analyses, company profiles, white papers, and thought leadership
  • Transform complex technical topics into clear, compelling narratives
  • Ensure exceptional editorial quality, accuracy, and visual presentation

Content Marketing
  • Create high-quality content across multiple formats including:
    • Articles
    • Blog posts
    • White papers
    • Case studies
    • LinkedIn content
    • Website copy
    • Presentation materials
    • Sales collateral
  • Repurpose long-form research into shorter, high-impact marketing assets
  • Maintain a consistent editorial voice and brand quality

Email Marketing
  • Build and execute targeted email marketing campaigns
  • Develop audience segmentation strategies
  • Create compelling email copy that drives engagement
  • Measure campaign performance and continuously optimize results
  • A/B test messaging, subject lines, and content formats

AI & Automation
  • Leverage leading AI platforms (ChatGPT, Claude, Gemini, Perplexity, Grok, and others) to significantly improve research quality and productivity
  • Build AI-assisted workflows for research, writing, data synthesis, and content generation
  • Continuously evaluate new AI tools and incorporate them into daily workflows
  • Help identify opportunities to automate repetitive knowledge work across the organization

Qualifications
  • 3-7+ years of experience in research, consulting, market intelligence, equity research, investment banking, journalism, strategy, or a related analytical role
  • Exceptional writing and communication skills
  • Experience producing polished research reports for executive audiences
  • Strong analytical and critical thinking abilities
  • Excellent attention to detail
  • Comfortable working with large amounts of information and synthesizing complex topics quickly
  • Highly organized and able to manage multiple projects simultaneously

Preferred Experience

Experience with one or more of the following:
  • Market research
  • Financial research
  • Competitive intelligence
  • Equity research
  • Industry analysis
  • B2B marketing
  • Content marketing
  • Email marketing platforms
  • CRM systems (HubSpot, Salesforce, etc.)
  • Data visualization tools

What We're Looking For

The ideal candidate is:
  • Naturally curious and obsessed with learning
  • Able to quickly become an expert on unfamiliar industries
  • An outstanding writer and storyteller
  • Comfortable balancing analytical rigor with creativity
  • Self-directed and thrives with minimal oversight
  • Passionate about producing work that is both insightful and visually polished
  • Focused on finding faster, smarter ways to accomplish complex work

Bonus Points
  • Experience using AI agents and workflow automation tools
  • Familiarity with prompt engineering and AI-assisted research workflows
  • Experience creating executive presentations
  • Basic design skills (PowerPoint, Canva, Figma, Adobe Creative Suite)
  • Experience with video or multimedia content creation
  • Background in financial services, fintech, venture capital, or technology

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

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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