2027 Summer Associate, Investment Banking (US)

2027 Summer Associate, Investment Banking (US)

Financial Technology Partners is seeking Summer Investment Banking Associates in San Francisco and New York.

Firm Overview

Financial Technology Partners (FT Partners) is a premier investment banking firm dedicated exclusively to the financial technology sector. Our success is driven by the advanced skills, industry expertise, and tenacious drive of our talented team. We strive to create a rewarding long-term environment for every member of the Firm. 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. The Financial Technology sector is a dynamic industry encompassing the convergence of financial services and technology. As a 200+ person global firm, we pride ourselves on having an extremely collegial and energetic culture, where every member is expected to meaningfully contribute to the Firm’s success. Senior bankers at the Firm have backgrounds from institutions including Goldman Sachs, JP Morgan, Evercore, Qatalyst, Guggenheim, and Barclays.

FT Partners Summer Associates are required to be in the office 5 days per week; however, full-time employees operate on a hybrid work model, requiring three days in the office and two days remote.

Role Description

Our Summer Associate program begins in June 2027 and involves an 8-week commitment. Summer Associates are integrated into all aspects of a transaction, from origination to closing. Responsibilities encompass extensive financial modeling and analysis, company valuation, corporate and industry research, strategic analysis and recommendations, identification of business development opportunities, due diligence, preparation of client presentation materials, and identifying potential corporate and financial sponsors, buyers, and investors. Associates work closely with senior investment bankers, managing day-to-day deal activities and overseeing and mentoring Analysts.

Qualifications and Skills

General Qualifications

• Currently enrolled in a top-tier business school, graduating by Summer 2028
• Bachelor’s degree with a minimum GPA of 3.5
• Proven capability to lead and manage projects effectively
• Exceptional organizational, execution, and time management skills, with keen attention to detail
• Strong relationship management skills, with the ability to interact at all organizational levels
• Excellent presentation skills, adaptable to both large and small group settings
• Strategic thinker with robust analytical capabilities
• Proven quantitative and technical expertise, proficient in Excel and PowerPoint
• Entrepreneurial mindset, ready to tackle complex tasks and challenges
• Demonstrated ability to effectively integrate AI-powered tools into daily workflows to increase efficiency and maximize outputs
• Strong work ethic, self-discipline, and motivation
• U.S. work authorization is required at the time of application; FT Partners does not sponsor work visas

Communication Skills

• Exceptional written and verbal communication skills, with the ability to produce high-impact materials
• Executive presence and ability to command a room
• Maturity and professionalism in interactions with client executives
• Effective participation in both internal and external meetings

Team Player Attributes

• Collaborative team player who fosters a positive team environment, keeps commitments, inspires trust, and upholds ethical standards and firm values
• Ability to thrive under pressure and meet tight deadlines, with effective prioritization and planning skills
• Commitment to the long-term development of self and others through coaching

Why Choose FT Partners?

• Leadership from Managing Partners and Managing Directors with backgrounds at major firms including Goldman Sachs, JP Morgan, Evercore, Qatalyst, Guggenheim, and Barclays.
• Award-winning execution, recognized as Investment Bank of the Year and Boutique of the Year, among other accolades.
• Involvement in both billion-dollar transactions and early-stage, high-growth VC deals.
• Clear career progression and competitive compensation packages.
• Access to an unparalleled deal flow with a distinguished client base.
• Opportunities to engage with world-class executives in the high-growth sector.
• Established relationships with top financial sponsors.
• A close-knit, rapidly growing team environment.

Selected Transaction Experience

FT Partners has advised on numerous high-profile transactions, including:

• 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

Note on Process: To ensure a fair and transparent recruitment process, please do not use GenAI tools during interviews. Failure to adhere to these guidelines may result in disqualification from the recruitment process.

Compensation and Application Details

The annual salary for this position at commencement of employment is $175,000/year. If hired, the role is "at-will," and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, based on individual performance, Company or individual department/team performance, and market factors.

Application Deadline: To apply, please submit your resume, cover letter, and undergraduate transcript to FT Partners by Sunday, November 8 at 11:59 pm.

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 veteran status, Aboriginal/Native American status, or any other legally protected factors.