2027 Full-time Associate, Investment Banking – San Francisco at Financial Technology Partners | San Francisco, CA, USA | Rezi

2027 Full-time Associate, Investment Banking – San Francisco at Financial Technology Partners

2027 Full-time Associate, Investment Banking – San Francisco

Financial Technology Partners · San Francisco, CA, USA

Today

2027 Full-time Associate, Investment Banking – San Francisco

Financial Technology Partners · San Francisco, CA, USA

2 hours ago
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About the Role

As an Investment Banking Associate, you will play a pivotal role in originating and executing live transactions. You will gain significant exposure to industry leaders, top private equity and venture capital investors, and cutting-edge technology companies. You will provide leadership and mentorship to Analysts, actively participating in their recruitment, training, and professional development.

Responsibilities

  • Extensive financial modeling and analysis
  • Company valuation
  • Corporate and industry research
  • Strategic analysis and recommendations
  • Identification of business development opportunities
  • Due diligence
  • Preparation of client presentation materials
  • Identification of potential corporate and financial sponsors, buyers, and investors
  • Work closely with senior investment bankers
  • Manage day-to-day deal activities
  • Oversee and mentor analysts
  • Provide leadership and mentorship to Analysts
  • Actively participate in Analyst recruitment, training, and professional development

Requirements

  • Currently enrolled in a top tier business school, graduating by summer of 2027
  • 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 at the time of application
  • FT Partners does not sponsor work visas
  • Exceptional written 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
  • Executive presence and ability to command a room
  • 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
  • Commitment to the long-term development of self and others through coaching
  • Do not use GenAl tools during interviews

Skills

  • Financial modeling
  • Financial analysis
  • Company valuation
  • Corporate research
  • Industry research
  • Strategic analysis
  • Business development
  • Due diligence
  • Client presentation
  • Excel
  • PowerPoint
  • Quantitative expertise
  • Technical expertise
  • Relationship management
  • Presentation skills
  • Strategic thinking
  • Analytical capabilities
  • Organizational skills
  • Execution skills
  • Time management
  • Communication skills
  • Written communication
  • Verbal communication
  • Leadership
  • Mentorship
  • Teamwork
  • Problem-solving

Location

  • San Francisco

Work Type

  • Full-Time
  • Hybrid

Experience Level

  • Associate

Education Level

  • Bachelor's degree
  • Business school

Salary/Compensations

  • $175,000/year

Benefits

  • Clear career progression
  • Competitive compensation packages

About the Company

  • Financial Technology Partners is one of the most successful boutique investment banks on Wall Street.
  • Headquartered in San Francisco with additional offices in NYC and London, FT Partners has advised on some of the most meaningful transactions in the high-growth Financial Technology sector in recent years.
  • We offer a full suite of financial and strategic advisory services, including merger and acquisition advisory, private capital raising and capital markets advisory.
  • The Financial Technology sector is a dynamic industry that encompasses the convergence of financial services and technology.
  • We are a 200+ global firm that prides itself on having an extremely collegial and energetic culture.
  • Every member of the organization is expected to meaningfully contribute to the Firm’s success.
  • Senior bankers at the Firm are formerly of Goldman Sachs, JP Morgan, Evercore and Barclays.
  • Leadership from Managing Partners and Managing Directors with backgrounds at Goldman Sachs, JP Morgan, Evercore and Guggenheim.
  • Award-winning execution, recognized as Investment Bank of the Year and Boutique of the Year, among other accolades
  • Involvement in both billion-dollar transactions and early-stage, high-growth VC deals
  • Access to an unparalleled deal flow with a distinguished client base
  • Opportunities to engage with world-class executives in a high-growth sector
  • Established relationships with top financial sponsors
  • A close-knit, rapidly growing team environment

Equal Opportunity

  • 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.