Associate, Investment Banking

Position: Investment Banking Associate Location: San Francisco, CA (Hybrid, 3 days in office) Company Overview 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. FT Partners operates on a hybrid work model, with three days in the office and two days remote. Role Overview 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. Qualifications Minimum of 2 years of full‑time investment banking experience in M&A sell‑side advisory. FINRA Series 63 and 79 registration. 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; FT Partners does not sponsor work visas. Communication Skills 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. Team Player Attributes 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. Why Choose FT Partners? Leadership from Managing Partners and Managing Directors with backgrounds at Goldman Sachs and JP Morgan. 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. Clear career progression and competitive compensation packages. 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‑knitted, rapidly growing team environment. Selected Transactions Include Advising Divvy's $2.5 billion Sale to Bill.com GreenSky’s $2.2 billion Sale to Goldman Sachs Forge’s $2 billion Merger with Motive Capital Corp. Truebill’s $1.3 billion Sale to Rocket Companies Revolut's $800 million Financing at a $33 billion Valuation SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation Upgrade’s $280 million Series F Financing at a $6 billion Valuation CAIS’ $225 million Series C Financing at a $1 billion+ Valuation Bilt’s $200 million Financing at a $3.1 billion valuation Newfront’s $200 million Financing at a $2.2 billion Valuation DailyPay’s $75 million Financing at a $1.8 billion Valuation Cart.com’s $60 million Series C Financing at $1.2 billion Valuation Acorn’s Acquisition of GoHenry 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. If you require reasonable accommodation as part of the application process, please contact View email address on click.appcast.io #J-18808-Ljbffr