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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.