2027 July Strategic Insights Full Time Analyst (San Francisco)

2027 July Analyst Strategic Insights (SF)

Position: Financial Technology Partners is seeking Full-Time Strategic Insights Analysts to begin in July 2027 in San Francisco .

Firm Overview

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 Firms success. Senior bankers at the Firm are formerly of Goldman Sachs JP Morgan Evercore and Barclays.

Role Description

This role is unique to FT Partners offering the opportunity to work at the intersection of venture capital and investment banking in a fast paced high profile environment. As a member of our team you will evaluate inbound opportunities and help determine which companies FT Partners should represent by conducting financial valuation market sizing and broader strategic analyses. This position provides an exceptional opportunity for Analysts to develop their financial modeling data analytics business strategy and interpersonal skills while engaging with some of the most prominent CEOs Founders and Investors in FinTech. By design the role gives Analysts significant exposure to senior team members and a meaningful voice in assessing new opportunities for the firm. As FT Partners builds the first AI native investment bank Analysts will also have the opportunity to develop their own AI powered tools and workflows and help integrate AI across the firms processes including the continued development of FT Partners proprietary CRM. If you are determined ambitious and passionate about FinTech we would love to meet you!

What are the unique opportunitiesof this role

This is an unparalleled opportunity to work at an elite investment bank and the only one exclusively dedicated to day one you will be on the front lines meeting with C-Suite level professionals from the top FinTech and Crypto companies as you assess product-market-fit perform in-depth financial due-diligence and conduct broader market research.

In this role you will:

• Perform due-diligence on high-growth FinTech companies including conducting various valuation analyses (e.g. DCFs public comparables precedent transactions) for companies across FinTech verticals and business models
• Meet with FinTech founders venture capitalists private equity firms and traditional finance executives in order to understand strategy product roadmaps acquisition interests and capital raising / liquidity needs
• Leverage FT Partners proprietary database and alternative data sources to identify emerging trends in FinTech
• Research significant M&A and private capital raising transactions and publish high-quality / high-visibility reports
• Work side-by-side with deal teams in helping to assess valuation product differentiation and investor / buyer rationales
• Develop high-impact client facing deliverables including sell-side pitches views on market trends and analyses of investment / acquisition activity across FinTech
• Assist senior bankers in developing and implementing business development strategies and facilitating dialogue with CEO/CFO/Board level contacts

Qualifications

• Undergraduate or Master students graduated by June 2027
• All degrees considered Finance Economics or Accounting preferred
• Minimum 3.40 cumulative GPA
• Strong interest in financial analysis research and FinTech
• Exceptional writing and verbal communication skills
• Strong work ethic and a drive for excellence
• Team player self-motivated and entrepreneurial
• Strong data management and research skills
• Maturity and poise to work directly with C-Suite level professionals
• High attention to detail
• Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future.

Why FT Partners

• Managing Partner and Managing Directors formerly of Goldman Sachs JP Morgan Evercore and Barclays
• Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others)
• Executing both billion dollar and early stage / high-growth VC transactions
• Excellent career path strong and competitive compensation
• Unparalleled deal flow with premier client base
• Access to world-class executives at high-growth companies
• Dominant footprint in one of the largest sectors: financial technology
• Top-notch financial sponsor relationships
• Close-knit rapidly growing team

Selected transactions include advising:

• Deribits $4.3 billion Sale to Coinbase
• Divvys $2.5 billion Sale to
• AvidXchanges $2.2 billion Sale to TPG & Corpay
• GreenSkys $2.2 billion Sale to Goldman Sachs
• Truebills $1.3 billion Sale to Rocket Companies
• Revoluts $1.3 billion Financing at a $33 billion Valuation
• Finicitys $1 billion Sale to Mastercard
• Intermexs $500 million Sale to Western Union
• SpotOns $300 million Series F Financing at a $3.6 billion Valuation
• Bilts $250 million Financing at a $10.75 billion Valuation
• Lumin Digitals $200 million Growth Financing
• Stashs $146 million Series H Financing
• CloudWalks $150 million Financing at a $2.2 billion Valuation

To ensure a fair and transparent recruitment process please do not use GenAl tools during interviews. Failure to adhere to these guidelines may result in disqualification from the recruitment process.

The annual salary for this position at commencement of employment is $100000/year. If hired employee will be in an at-will position and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance Company or individual department/team performance and market factors.

Inclusion and Equal Opportunity Employment: 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.

Required Experience:

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