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About the Role

We are seeking a highly motivated Equity Research Vice President to join our growing research team, working alongside an II-ranked covering analyst. This is a senior role with a unique opportunity to help build out a differentiated research product in a fast-paced, entrepreneurial environment. The VP will lead coverage of information services, payroll software, and remittance companies, working closely with the entire equity research team, the investment banking team, and FT Partners' leadership to generate high-quality, actionable research, support institutional investor engagement, and help lead the team.

Responsibilities

Lead coverage of companies and subsectors within information services, FinTech software, and payroll software.
Build and maintain robust financial models, including earnings forecasts, valuations (DCF, comps), and scenario planning.
Conduct in-depth company and sector research using public filings, proprietary data, and third-party sources.
Analyze market, competitive, and regulatory trends that influence investment outlooks.
Author high-quality research reports, investment recommendations, and thematic pieces.
Communicate investment ideas and research findings to institutional clients, internal stakeholders, and sales/trading teams.
Prepare and present materials for client meetings, industry events, roadshows, and conferences.
Serve as a trusted point of contact for client inquiries and relationship management.
Mentor, train, and review work from junior Research Analysts.
Work collaboratively across teams—including investment banking—for insights while maintaining research independence.
Help shape and refine FT Partners' equity research strategy and product suite.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field is required.
MBA or CFA designation (or candidacy) is preferred.
5–8+ years of relevant experience with demonstrated leadership and sector expertise.
Advanced proficiency in Excel and PowerPoint.
Strong understanding of financial modeling, accounting, and valuation methodologies.
Familiarity with industry data platforms and tools (e.g., Bloomberg, FactSet, Capital IQ).
Exceptional written and verbal communication skills.
Strong attention to detail and ability to synthesize complex data into actionable insights.
Entrepreneurial mindset with a proactive, self-starter attitude.
Ability to thrive in a fast-paced, high-performance culture.
Strong interest in—and knowledge of—the FinTech ecosystem.
SIE, Series 7, 63, 86, and 87 exams passed (or willingness to obtain them promptly upon hire).
Applicants must be authorized to work in the U.S.
We do not sponsor visas at this time.

Skills

Financial modeling
Valuation methodologies
Excel
PowerPoint
Industry data platforms and tools (e.g., Bloomberg, FactSet, Capital IQ)
Written communication
Verbal communication
Attention to detail
Data synthesis
FinTech ecosystem knowledge

Location

San Francisco, CA
New York, NY

Work Type

Full-time

Experience Level

Vice President
5-8+ years

Education Level

Bachelor's degree in Finance, Accounting, Economics, or a related field
MBA or CFA designation (or candidacy) preferred

Salary/Compensations

$200,000 - $240,000 total compensation

Benefits

Meritocratic environment with clear growth paths
Mentorship opportunities

About the Company

Financial Technology Partners (FT Partners) is the only investment bank focused exclusively on the dynamic and rapidly growing financial technology (FinTech) sector.
Founded by senior Goldman Sachs alumni, FT Partners is consistently recognized as a top-tier advisor, having been awarded "Investment Banking Firm of the Year" and "Dealmaker of the Year" by M&A Advisor.
Our firm combines deep sector knowledge with world-class execution and is uniquely positioned at the intersection of technology and finance.
With a commitment to excellence, innovation, and industry thought leadership, we continue to expand our platform—including our growing Equity Research division, which delivers cutting-edge insights into the FinTech landscape.

Equal Opportunity

FT Partners is an equal opportunity employer.
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 veterans status, Aboriginal/Native American status or any other legally-protected factors.
If you require reasonable accommodation as part of the application process, please contact recruiting@ftpartners.com.