Financial Technology Partners

Special Executions Group - Data Analytics Analyst (NY)

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

Qualifications

  • Bachelor's degree in Data Science, Analytics, Quantitative Finance, Statistics, or similar field
  • 1-3 years in transaction analytics, SaaS/FinTech analytics or related role
  • Experience with M&A transactions or due diligence preferred
  • Strong knowledge of finance and accounting concepts
  • Proficient in SQL, Python, R, PowerPivot, Tableau, or Alteryx

Responsibilities

  • Collaborate with investment bankers and clients to understand business drivers
  • Analyze large financial datasets to create growth narratives
  • Lead financial analyses such as cohort and retention analysis
  • Develop data visualizations and reports for clients
  • Identify innovative analytical approaches to enhance team insights
  • Mentor junior analysts in executing analytical workstreams

Benefits

  • Comprehensive health and wellness options
  • 401(k) eligibility with company match
  • Paid time off including vacation and sick leave
  • Parental leave
  • Opportunity for discretionary performance awards
Full Job Description
2026 Special Executions Group - Data Analytics Analyst (NY)

Position: Financial Technology Partners ("FT Partners") is seeking Data Analytics Analysts for its Special Executions Group ("SpecialX").

Role Description
  • SpecialX is FT Partners' quantitative and analytical engine. We support and work alongside the investment banking teams, but our focus is different. We go deep into the numbers to make sure every analysis we produce can stand up to the scrutiny of investors during buyer diligence.
  • Data analytics analysts focus on analyzing complex datasets to uncover insights that support investment theses, validate growth initiatives, and ensure the credibility of financial KPIs and narratives presented to investors.
  • Data analytics analysts develop strong financial and analytical skills while working on live capital raise and sale transactions. Analysts will gain hands-on experience working with large datasets using tools such as SQL, Python, Excel, Tableau, and Alteryx, while learning how to translate complex data into clear and compelling insights for investors and clients.

Key Responsibilities
  • Work closely with investment bankers and clients to understand business drivers and data structures
  • Analyze large financial datasets to develop data-led narratives driving company growth and performance
  • Lead core financial workstreams including cohort analysis, retention analysis, unit economics analysis, sales efficiency analysis, and other growth initiatives validation
  • Build data visualizations, models, and reporting to communicate key findings to clients and investors
  • Identify new analytical approaches and frameworks to enhance the team's ability to analyze business models and operating performance
  • Support and mentor junior analysts in the execution of workstreams

General Qualifications
  • Major in Data Science, Analytics, Quantitative Finance, Statistics, or other quantitative major required
  • 1-3 years of experience in transaction analytics, SaaS / FinTech data analytics or a related business / data analytics role
  • Prior experience supporting M&A transactions, due diligence, or deal-related analytics strongly preferred
  • Strong knowledge of core finance & accounting concepts required
  • Experience with SQL, Python, R, PowerPivot, Tableau, or Alteryx required
  • Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future

Business and Technical Skills
  • Strong proficiency in Excel
  • Advanced data analytics and financial analysis skills
  • Excellent problem-solving ability and intellectual curiosity
  • Ability to work with large datasets and complex analytical problems
  • Excellent attention to detail and commitment to accuracy
  • Demonstrated ability to learn new technical tools and analytical techniques

Communications
  • Strong writing and verbal communication skills
  • Ability to articulate methods and results of complex analyses
  • Ability to manage multiple high priority tasks and initiatives
  • Prepares high impact materials
  • Participates effectively in both internal and external meetings

Team Player
  • Able to collaborate across teams and levels, both internally and externally
  • Builds trust in relationships with all team members
  • High-level of engagement and commitment to the firm's goals and organizational success
  • Self-motivated and entrepreneurial

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 GenAl 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 expected to be $100,000/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, 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.

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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