2027 Equity Research Summer Analyst (US)

Equity Research Summer Analyst – FinTech Investment Banking

Financial Technology Partners is seeking Equity Research Summer Analysts. 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. We advise on meaningful transactions within the high-growth Financial Technology sector, offering a full suite of financial and strategic advisory services, including merger and acquisition advisory, private capital raising, and capital markets advisory. As a global firm of over 200 employees, we maintain an energetic and collegial culture where every member contributes to the Firm’s success. Our senior bankers are formerly affiliated with leading institutions such as Goldman Sachs, Morgan Stanley, JP Morgan, Evercore, and Barclays.

Role Description

The Equity Research Department at FT Partners delivers a highly differentiated research product. Equity Research Summer Analysts will provide research support to our Senior Research Analysts. This role involves working directly with Senior Analysts on various aspects of the research process, including building and maintaining models, performing fundamental analysis, writing research reports and presentations, and interacting with sales, corporate management, and clients. This position provides excellent exposure to the FinTech sector, the opportunity to work with highly respected Senior Analysts, and the potential for a strong career path at a successful and fast-growing investment bank.

Responsibilities

• Build strong industry knowledge of the FinTech industry.
• Contribute to the generation of investment ideas.
• Interpret data and perform analysis on market, economic, and technology trends.
• Develop and maintain financial models.
• Write reports and notes on companies under coverage and key industry topics.
• Create presentation materials.
• Communicate with the internal sales force, clients, and company management teams.

General Qualifications

• Undergraduate or Master students with a graduation date between December 2027 and June 2028.
• Undergraduate degree with a GPA of 3.5 or greater.
• Excellent analytical skills.
• Strong verbal and written communication skills.
• Proficiency in Excel and PowerPoint.
• Strong attention to detail.
• Strong team orientation.
• Working knowledge of accounting, finance, and securities valuation.
• Ability to thrive in a fast-paced, high-energy environment.
• Comfortable taking initiative and being resourceful/entrepreneurial.
• Ability to multi-task and collaborate with numerous teams.
• Strong interest in the FinTech sector.
• Internship experience in equity research, investment banking, and/or the FinTech industry is preferred.
• Demonstrates the ability to effectively integrate AI-powered tools into daily workflows to increase efficiency and maximize outputs.
• U.S. work authorization is required. FT Partners will not sponsor applicants for work visas.

Skills and Attributes

Communications Skills

• Exceptional writing and verbal communication skills, capable of preparing high-impact materials.
• Effective participation in both internal and external meetings.
• Maturity and poise to work directly with client executives.

Team Player

• A collaborative team player who promotes a positive team spirit, keeps commitments, inspires trust, and works with integrity and ethics while upholding firm values.
• Ability to perform under pressure and meet tight deadlines, including effective prioritization and planning.
• Collaborative across teams and levels, both internally and externally.
• Understands coaching for the long-term development of self and others.

Why FT Partners?

• Managing Partners and Managing Directors are formerly from top firms including Goldman Sachs and JP Morgan.
• Award-winning execution, recognized with titles such as Investment Bank of the Year and Boutique of the Year.
• Experience executing both billion-dollar and early-stage/high-growth VC transactions.
• Offers excellent career paths and strong, competitive compensation.
• Access to unparalleled deal flow with a premier client base.
• Opportunity to work with world-class executives at high-growth companies.
• A dominant footprint in the financial technology sector.
• Strong relationships with top financial sponsors.
• A close-knit and rapidly growing team environment.

Selected Transactions

Selected transactions include advising on:

• 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 $1.3 billion Financing at a $33 billion Valuation
• Finicity’s $1 billion Sale to Mastercard
• Velocity Global’s $400 million Series B Financing
• SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
• Bilt’s $200 million Financing at a $3.1 billion Valuation
• Newfront’s $200 million Financing at a $2.2 billion Valuation
• Lumin Digital’s $160 million Growth Financing
• CloudWalk’s $150 million Financing at a ~$2.2 billion Valuation

The expected annual salary for this position upon commencement of employment is $100,000/year. As an "at-will position," the Company reserves the right to modify base salary (and any other discretionary payment or compensation program) at any time, considering individual performance, Company or team performance, and market factors.

Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We encourage all qualified applicants to apply 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. If reasonable accommodation is required during the application process, please contact People Operations.

To ensure a fair and transparent recruitment process, please refrain from using GenAI tools during interviews. Failure to adhere to this guideline may result in disqualification from the recruitment process.