Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Associate, Investment Banking

Full-time

FT Partners

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-knit, 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 decentrajobs.com
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Associate, Investment Banking in San Francisco, CA vacancy
  •  ...As an Associate, this candidate will work directly with mid to senior level management and...  ...quality deliverables such as Confidential Investment Memorandums, board materials and other...  ...consulting, valuation, and/or investment banking experience Minimum 2+ years of renewable... 
    Suggested

    CG/ CRC-IB

    San Francisco, CA
    5 days ago
  • $80k - $110k

     ...software. Who We Need Rillet is looking for a Founders' Associate to work directly with the CEO and Chief of Staff. You will...  ...~1-3 years of experience in management consulting, investment banking, or a BizOps / strategy role at a high-growth startup ~ Proficient... 
    Suggested
    Work at office
    Relocation
    Flexible hours
    1 day per week

    Rillet

    San Francisco, CA
    5 days ago
  •  ...finance and tax equity financing and is looking for a first-year Associate to support transaction management and deal structuring for...  ...client is looking for a first-year Associate - who will be Investment Banking trained, but doesn't need prior energy deal exposure,... 
    Suggested
    Full time

    The Green Recruitment Company

    San Francisco, CA
    4 days ago
  • $150k - $225k

    Associate, Investment Banking- Technology This range is provided by Cantor Fitzgerald. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $150,000.00/yr - $225,000.00/yr Job Title: Associate, Technology Investment... 
    Suggested
    Full time
    Temporary work
    Work at office

    Cantor Fitzgerald

    San Francisco, CA
    3 days ago
  • Investment Banking Associate (TMT) - Elite Boutique Location: San Francisco, CA Sector Focus: Technology, Media, and Telecommunications (TMT) The Role We are seeking an experienced Investment Banking Associate to join our San Francisco office. As a key member of our West... 
    Suggested
    Work at office

    The Harrison-Rush Group

    San Francisco, CA
    1 day ago
  •  ...Associate Vice President, Financial Planning & Analysis About the Company Growing private equity-backed healthcare organization...  ...and 7-10+ years of experience in FP&A, operational finance, investment banking, private equity, consulting, or a related finance discipline... 

    Confidential

    San Francisco, CA
    1 day ago
  • $106.5k - $157.3k

     ...Asset Wealth Management Credit Risk Senior Associate , you will support lending activities...  ...Experience supporting wealth management, private banking, or high net worth lending portfolios...  ...200 years and today we are a leader in investment banking, consumer and small business... 
    Full time

    JPMorgan Chase & Co.

    San Francisco, CA
    4 days ago
  •  ...Healthcare, Higher Education and Not for Profit Associate Banker is for you.   As an Associate...  ...and Not for Profit - Middle Market Banking and Specialized Industries team, you...  ...200 years and today we are a leader in investment banking, consumer and small business banking... 

    JPMorgan Chase & Co.

    San Francisco, CA
    5 days ago
  •  ...to your clients. A role as a Technology Associate Banker is for you.    As an Associate...  ...Credit, Treasury Services, International Banking, Commercial Card and Merchant Services....  ...200 years and today we are a leader in investment banking, consumer and small business banking... 
    Local area

    JPMorgan Chase & Co.

    San Francisco, CA
    6 days ago
  •  ...with several billion in assets under management, investing in mid-market businesses is looking to hire an IR Associate / Senior Associate to be fully dedicated to the...  ...IDEAL CANDIDATE Minimum of two years of investment banking, private equity, or related financial services... 

    Private Equity Fund

    San Francisco, CA
    3 days ago
  •  ...best-in-class. As a Control Room Senior Associate working within the Compliance, Conduct...  ...-side businesses. You will track global banking projects throughout the transaction lifecycle...  ...200 years and today we are a leader in investment banking, consumer and small business... 
    Work at office
    Flexible hours

    Fairygodboss

    San Francisco, CA
    3 days ago
  •  ...a premier global asset management firm investing across real estate, private equity, and...  ...are looking to hire an Investor Relations Associate to join the Investor Relations and Client...  ...within asset management, investment banking, or private markets. Familiarity with institutional... 

    Coda Search│Staffing

    San Francisco, CA
    3 days ago
  • $150k - $225k

    INVESTMENT BANKINGInvestment banking works on some of the most complex financial challenges and transactions in the market today. Whether advising...  ...electronics and hardwareHOW YOU WILL FULFILL YOUR POTENTIAL Associates at Goldman Sachs play an important role in developing... 
    Full time
    Temporary work
    Part time
    Work experience placement

    Goldman Sachs

    San Francisco, CA
    8 hours ago
  • $95k - $160k

     ...OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial...  ...AFR) practice is excitingly growing. We are looking for a new associate.Our AFR advisory team works closely with clients through their... 
    Full time
    Worldwide

    Houlihan Lokey

    San Francisco, CA
    8 hours ago
  • $80k - $110k

     ...operations role. Technical Strategic Projects Associates work directly with the founding team on...  ...to traditional entry-level consulting, banking, or tech rotational programs.What You'll...  ...-track alternative to entry-level investment banking and consulting roles higher ceiling... 
    Rotational program
    Internship

    Affinity Executive Search

    San Francisco, CA
    4 days ago
  • $175k - $225k

    Mizuho | Greenhill Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products... 
    Full time
    H1b

    Mizuho Financial Group

    San Francisco, CA
    8 hours ago
  • $137.5k - $160k

     ...Payments, Processors, & FinTech securities to aid in making solid investment decisions. Author research reports on covered companies to...  ...industry and investor events. • Perform due diligence for potential banking transactions and companies (IPO’s and follow-ons).The teamYou’... 
    Full time
    Flexible hours

    UBS

    San Francisco, CA
    3 days ago
  •  ...ranging from cutting edge big-tech, management consulting, investment banking among others across companies like Uber, Google, Amazon, McKinsey...  ...About the Role:  As a Product Operations & strategy associate in the Strategy & Operations charter of Loop, you are a custodian... 

    Loop AI

    San Francisco, CA
    6 days ago
  • $175k

    2027 Full-Time Associates, Investment Banking (SF) Position : Financial Technology Partners is seeking Full-Time Investment Banking Associate to begin in July 2027 in San Francisco. Firm Overview Financial Technology Partners is one of the most successful boutique... 
    Full time
    Summer work
    Bank staff
    Work at office
    Remote work
    Visa sponsorship
    Work visa

    FT Partners

    San Francisco, CA
    a month ago
  •  ...Associate Specialist The Quantitative Biosciences Institute is now recruiting an Associate Specialist. The successful candidate will lead the computational efforts of developing and applying methods for applying proteomics and genetics data collected in situ for integrative... 

    UCSF

    San Francisco, CA
    4 days ago
  • $70k - $100k

     ...regulatory compliance (IRC Section 409A), transaction support and financing opportunities. Such securities may consist of illiquid investments, such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products.... 
    Work experience placement
    Visa sponsorship
    Flexible hours

    VRC

    San Francisco, CA
    18 days ago
  • $63.5k - $194.8k

     ...those received after the review date will only be considered if the position has not yet been filled. Position description Assistant/Associate/Full Specialist in Brain Imaging and Network Neuroscience Study brain network mechanisms of chronic pain and pain relief from... 
    Local area

    University of California , San Francisco

    San Francisco, CA
    2 days ago
  • $19.18 per hour

     ...about  high performance living and we practice what we preach – investing time in our own health and fitness. We believe that everyone...  ...We are looking for energetic and enthusiastic Maintenance Associates to join the Equinox team.  Job responsibilities include but... 
    Immediate start

    Equinox

    San Francisco, CA
    22 days ago
  • $86.78k - $108.48k

     ...more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software,...  ...of fully remote work! What you’ll do As a Fraud Operations Associate, you will be working with some of the industry’s brightest... 
    Full time
    Work at office
    Remote work
    Work from home

    Brex Inc.

    San Francisco, CA
    a month ago
  • University of California, San Francisco (UCSF) is seeking an Associate Specialist for the Yackle Lab in San Francisco, CA. The role involves designing and conducting independent experiments, data analysis, and presenting findings at conferences. You will contribute to grant... 

    University of California, San Francisco

    San Francisco, CA
    3 days ago
  • A reputable law firm is seeking a full-time Associate Attorney in San Francisco, CA, for business immigration law. The ideal candidate should have 2-4 years of experience, manage diverse caseloads, and simplify complex legal concepts. Strong communication skills and case... 
    Full time

    BCG Attorney Search

    San Francisco, CA
    23 hours ago
  • $75.6k - $88k

    Position Description Associate Specialist Position - Yackle Lab The Yackle Lab at UCSF is currently seeking an Associate Specialist. The responsibilities for the Associate Specialist position will be to design and conduct independent experiments, analyze data, publish... 
    Local area

    University of California, San Francisco

    San Francisco, CA
    3 days ago
  • University of California, San Francisco is seeking an Associate/Full Specialist to join Feinberg Lab and contribute to sensorimotor integration studies in mice. The role involves assisting students and postdocs with behavioral experiments in mice and may lead projects at... 

    University of California, San Francisco

    San Francisco, CA
    23 hours ago
  • $78.3k - $91.1k

    Associate Specialist Department of Physiology University of California, San Francisco The Department of Physiology is now recruiting an Associate Specialist. This position will involve investigating the structures of proteins that regulate the excitability of nociceptive... 

    University of California San Francisco

    San Francisco, CA
    4 days ago
  • $78.3k - $91.1k

    Position Description Associate Specialist Shain Laboratory, Department of Dermatology Job Description The Shain Laboratory in the UCSF Department of Dermatology is seeking an Associate Specialist to investigate the molecular mechanisms underlying skin cancer development... 
    Local area

    University of California, San Francisco

    San Francisco, CA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate, Investment Banking. Be the first to apply!