Apply on Employer Site

Financial Technology Partners / FT Partners · 15 hours ago

Associate, Investment Banking

San Francisco Bay Area

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Financial Technology Partners (FT Partners) is a premier investment banking firm dedicated exclusively to the financial technology sector. As an Investment Banking Associate, you will play a pivotal role in originating and executing live transactions, including financial modeling, analysis, and mentoring analysts.

BankingFinancial ExchangesFinancial ServicesFinTech

No H1B

Responsibilities

Originate and execute live transactions

Conduct extensive financial modeling and analysis

Perform company valuation, corporate and industry research, and strategic analysis and recommendations

Identify business development opportunities and conduct due diligence

Prepare client presentation materials and identify potential corporate and financial sponsors, buyers, and investors

Manage day-to-day deal activities and oversee and mentor analysts

Qualification

Investment banking experienceFINRA Series 63Financial modelingCompany valuationExcel proficiencyPowerPoint proficiencyRelationship managementAnalytical capabilitiesEntrepreneurial mindsetCoaching skillsOrganizational skillsTime managementPresentation skillsWork ethic

Required

Minimum of 2 years of full-time investment banking experience in M&A sell-side advisory

FINRA Series 63 and 79 registration

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

Strong work ethic, self-discipline, and motivation

U.S. work authorization required; FT Partners does not sponsor work visas

Exceptional writing and verbal communication skills, with the ability to produce high-impact materials

Effective participation in both internal and external meetings

Maturity and professionalism in interactions with client executives

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

Committed to the long-term development of self and others through coaching

Benefits

Clear career progression and competitive compensation packages.

Company

Financial Technology Partners / FT Partners

Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.

Founded in 2001

San Francisco, California, USA

201-500 employees

http://www.ftpartners.com

Funding

Current Stage

Growth Stage

Leadership Team

Steve McLaughlin

Founder / CEO / Managing Partner

Jennifer Holly

Chief Financial Officer

Recent News

Venture Capital Firms

Model ML raises $75M In One of The Largest FinTech Series A Rounds In History to Transform Financial Services with AI Workflow Automation

2025-11-26

alleywatch.com

The AlleyWatch Startup Daily Funding Report: 11/24/2025

2025-11-25

Tech Startups - Tech News, Tech Trends & Startup Funding

Alibaba’s Qwen AI app hits 10 million downloads in one week as the global AI race heats up

2025-11-25

Company data provided by crunchbase