2027 Summer Analyst, Investment Banking (San Francisco) jobs in United States
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Financial Technology Partners / FT Partners · 1 month ago

2027 Summer Analyst, Investment Banking (San Francisco)

Financial Technology Partners is one of the most successful boutique investment banks on Wall Street, headquartered in San Francisco. The Investment Banking Summer Analyst role involves participating in all aspects of transactions, including financial modeling, company valuation, and preparation of marketing materials.

BankingFinancial ExchangesFinancial ServicesFinTech
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Responsibilities

Financial modeling
Company valuation
Financial performance analysis
Corporate and industry research
Due diligence
Strategic analyses of companies
Preparation of marketing and presentation materials
Management presentations
Offering memorandums

Qualification

Financial modelingCompany valuationFinancial performance analysisCorporate researchDue diligenceStrategic analysisData managementAnalytic abilityProblem solvingWork ethicTeam playerAttention to detailWriting skillsVerbal communication

Required

Undergraduate or Master students with a graduation date of December 2027 – June 2028
Minimum 3.7 cumulative GPA
Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future
Excellent problem solving and analytic ability
Strong work ethic and a drive for perfection
Ability to perform under pressure amid tight deadlines
Team player, self-motivated, and entrepreneurial
Strong quantitative and technical skills
Strong data management and research skills
Maturity and poise to work directly with client executives
Attention to detail, strong writing and verbal communication skills

Preferred

Finance or Accounting major preferred
1400 SAT / 30 ACT strongly preferred
Prior finance and/or accounting internship experience ideal

Benefits

Excellent career path, strong and competitive compensation
Access to world-class executives at high-growth companies
Close-knit, rapidly growing team

Company

Financial Technology Partners / FT Partners

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

Funding

Current Stage
Growth Stage

Leadership Team

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Steve McLaughlin
Founder / CEO / Managing Partner
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Jennifer Holly
Chief Financial Officer
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Company data provided by crunchbase