Position: Financial Technology Partners (“FT Partners”) is seeking Full-Time Research Analysts with a focus on Private Capital Markets (PCM) to begin in January 2024.

Firm Overview

FT Partners is one of the most successful boutique investment banks on Wall Street. Headquartered in San Francisco with additional offices in NYC and London, FT Partners has advised on some of the most meaningful transactions in the high-growth Financial Technology sector in recent years. We offer a full suite of financial and strategic advisory services, including merger and acquisition advisory, private capital raising and capital markets advisory. We are a global firm with 200+ professionals that prides itself on promoting an extremely collegial and energetic culture. Every member of the organization is expected to meaningfully contribute to the firm’s success. Senior bankers at the firm are formerly of Goldman Sachs, JP Morgan, Morgan Stanley, Evercore and Barclays, among others.

Role Description

Research Analysts focusing on Private Capital Markets at FT Partners plays a key role in strengthening the firm’s relationships with the investor universe and executing on capital raise and M&A processes. Research Analysts supporting PCM will concentrate on developing and maintaining the tools critical to strengthen this network and improve deal execution for our clients.

In support of the firm’s capital markets efforts, Research Analysts in this role will collect and utilize market data to improve investor targeting efforts and assist in new investor discovery to expand our network. They will assist in the creation of marketing and other materials to help improve connectivity with investors. In addition, there will be a focus on building the internal infrastructure and robust datasets necessary to enable us to provide better solutions for our clients. This is an excellent opportunity to work side by side with senior bankers and other groups within the firm in an entrepreneurial and collaborative team environment.

General Qualifications

• Recent graduate or currently enrolled in a top tier undergraduate program, graduating in Spring 2023
• Undergraduate degree with a 3.5 GPA or greater
• Strong work ethic and a drive for excellence
• Self-motivated, entrepreneurial, and takes initiative
• High-level of integrity and ethical standards through action and behavior
• Ability to competently navigate investment firms and speak with investment professionals
• Investment banking or related interest (venture capital, private equity and/or capital markets is a plus)
• Maturity and poise to work with senior bankers and investors
• Ability to manage multiple projects simultaneously delivering top-quality work
• Proven to success working under pressure amid tight deadlines
• Extraordinary attention to detail
• Permanent U.S. work authorization
• Must have received or be willing to receive the COVID-19 vaccination by date of hire to be considered

Communications Skills

• Exceptional written and verbal communication skills, able to prepare high impact materials
• Participates effectively in both internal and external meetings
• Maturity and poise to work directly with client executives

Team Player

• Team player who can contribute to building a positive team spirit, keeps commitments, inspires the trust of others, works with integrity and ethically, and upholds firm values
• Ability to perform under pressure, amid tight deadlines; can effectively prioritize and plan
• Collaborative across teams and levels, both internally and externally
• Understands coaching for long term development of self and others

Why FT Partners?

• Managing Partner and Managing Directors formerly of Goldman Sachs and JP Morgan
• Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others)
• Executing both billion dollar and early stage / high-growth VC transactions
• Excellent career path, strong and competitive compensation
• Unparalleled deal flow with premier client base
• Access to world-class executives at high-growth companies
• Dominant footprint in the one of largest sectors: financial technology
• Top-notch financial sponsor relationships
• Close-knit, rapidly growing team

Selected transactions include advising:

• 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
• Payrix’ ~$800 million Sale to FIS
• Cross River’s $620 million Series D Financing
• Velocity Global’s $400 million Series B Financing
• SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
• Neon’s $300 million Series D Financing
• Upgrade’s $280 million Series F Financing at a $6 billion Valuation
• Mambu’s ~$266 million Series E Financing at a ~$5.5 billion Valuation
• Newfront’s $200 million Financing at a $2.2 billion Valuation
• CloudWalk’s $150 million Financing at a ~$2.2 billion Valuation

The annual salary for this position at commencement of employment is expected to be between $80,000 - $90,000/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 a sign-on bonus and 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.

Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. If you require reasonable accommodation as part of the application process, please contact recruiting@ftpartners.com.