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.
