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 Firm’s 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 firm’s 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 opportunities of this role?

This is an unparalleled opportunity to work at an elite investment bank – and the only one exclusively dedicated to FinTech. From 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:

Deribit’s $4.3 billion Sale to Coinbase

Divvy's $2.5 billion Sale to Bill.com

AvidXchange’s $2.2 billion Sale to TPG & Corpay

GreenSky’s $2.2 billion Sale to Goldman Sachs

Truebill’s $1.3 billion Sale to Rocket Companies

Revolut's $1.3 billion Financing at a $33 billion Valuation

Finicity’s $1 billion Sale to Mastercard

Intermex’s $500 million Sale to Western Union

SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation

Bilt’s $250 million Financing at a $10.75 billion Valuation

Lumin Digital’s $200 million Growth Financing

Stash’s $146 million Series H Financing

CloudWalk’s $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 $100,000/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.