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About the Role

As an Investment Banking Associate, you will play a pivotal role in originating and executing live transactions. Your responsibilities will encompass 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, and the identification of potential corporate and financial sponsors, buyers, and investors. Associates will work closely with senior investment bankers, managing day-to-day deal activities and overseeing and mentoring analysts. In this role, 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

Originate and execute live transactions
Perform extensive financial modeling and analysis
Conduct company valuation
Perform corporate and industry research
Provide strategic analysis and recommendations
Identify business development opportunities
Conduct due diligence
Prepare client presentation materials
Identify potential corporate and financial sponsors, buyers, and investors
Manage day-to-day deal activities
Oversee and mentor analysts
Provide leadership and mentorship to Analysts
Participate in recruitment, training, and professional development of Analysts

Requirements

Minimum of 2 years of full-time investment banking experience in M&A sell-side advisory
FINRA Series 63 and 79 registration
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; FT Partners does not sponsor work visas
Exceptional writing 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
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
Committed to the long-term development of self and others through coaching

Skills

Financial modeling
Financial analysis
Company valuation
Corporate research
Industry research
Strategic analysis
Due diligence
Presentation material preparation
Relationship management
Excel
PowerPoint
Quantitative expertise
Technical expertise
Writing
Verbal communication
Teamwork
Prioritization
Planning

Location

San Francisco, CA

Work Type

Hybrid
3 days in office
2 days remote

Experience Level

Associate

Education Level

Bachelor’s degree with a minimum GPA of 3.5

Benefits

Clear career progression
Competitive compensation packages

About the Company

Financial Technology Partners (FT Partners) is a premier investment banking firm dedicated exclusively to the financial technology sector.
We define this sector as the dynamic intersection of technology-driven solutions and financial services.
FT Partners has recently been honored with the "Dealmaker of the Year" and "Investment Banking Firm of the Year" awards by The M&A Advisor.
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.

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.
If you require reasonable accommodation as part of the application process, please contact recruiting@ftpartners.com