What are the responsibilities and job description for the Analyst, Investment Banking position at financialtechnologypartners?
Position: Investment Banking Analyst
Location: San Francisco, CA (Hybrid, 3 days in office)
Company Overview
Financial Technology Partners (“FT Partners”) is one of the most successful boutique investment banks on Wall Street. Headquartered in San Francisco, with additional offices in New York City and London, FT Partners has advised on some of the most meaningful and high-profile transactions in the Financial Technology (“FinTech”) sector in recent years.
Founded by Steve McLaughlin, our Managing Partner and a former senior investment banker at Goldman Sachs & Co., FT Partners comprises a team of highly experienced professionals with backgrounds in the financial technology, M&A, and investment banking divisions of Goldman Sachs in New York, San Francisco, London, and Los Angeles.
Role Overview
As an Investment Banking Analyst, you will be deeply involved in all aspects of live transactions and business development efforts, including:
- Building detailed financial models and valuations
- Conducting industry and company research
- Preparing strategic analyses, recommendations, and presentations
- Supporting client engagements, due diligence, and execution
- Collaborating closely with senior bankers to manage deal processes
- Mentoring and training new analysts and interns
This role offers unparalleled exposure to leading FinTech CEOs, venture capital and private equity investors, and innovative technology firms, as well as direct collaboration with highly experienced senior bankers.
General Qualifications
- 1–2 years of full-time investment banking experience, preferably in M&A or sell-side advisory.
- Bachelor's degree with a minimum GPA of 3.5.
- U.S. work authorization required (FT Partners does not sponsor applicants for work visas).
- Proven ability to lead and manage projects effectively.
- Exceptional analytical, quantitative, and technical skills.
- High proficiency in Excel and PowerPoint.
- Excellent organization, time management, and attention to detail.
- Strong presentation and communication skills.
- Entrepreneurial mindset with the drive to take initiative.
- Ability to work well under pressure in a team-oriented environment.
Communication Skills
- Exceptional verbal and written communication abilities.
- Comfort preparing and delivering client-facing materials.
- Professional maturity and poise to work directly with executive-level clients.
Team Player
- Collaborative and ethical contributor who inspires trust and upholds firm values.
- Strong sense of accountability, integrity, and follow-through.
- Excels in high-pressure environments with tight deadlines.
- Supports and mentors peers to foster long-term team development.
Why FT Partners?
- Senior leadership includes alumni of Goldman Sachs and Morgan Stanley.
- Award-winning execution — named Investment Bank of the Year and Boutique of the Year, among other accolades.
- Work on billion-dollar transactions and high-growth venture-backed deals.
- Outstanding deal flow and exposure to premier global clients.
- Exceptional career trajectory and highly competitive compensation.
- Direct interaction with top FinTech executives and investors.
- Dominant footprint in one of the fastest-growing global sectors.
- Tight-knit, entrepreneurial culture with strong mentorship and growth opportunities.
Selected Transactions
- 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
Inclusion and Equal Opportunity Employment
Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We welcome all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected classification.
