Equity Research Associate – FinTech

Location: San Francisco CA (preferred); New York NY also considered
Team: Equity Research
Firm: Financial Technology Partners (FT Partners)

Financial Technology Partners (FT Partners) is the only investment bank focused exclusively on the dynamic and rapidly growing financial technology (FinTech) sector. Founded by senior Goldman Sachs alumni FT Partners is consistently recognized as a top-tier advisor having been awarded Investment Banking Firm of the Year and Dealmaker of the Year by M&A Advisor.

Our firm combines deep sector knowledge with world-class execution and is uniquely positioned at the intersection of technology and finance. With a commitment to excellence innovation and industry thought leadership we continue to expand our platformincluding our growing Equity Research division which delivers cutting-edge insights into the FinTech landscape.

We are seeking a highly motivated Equity Research Associate to join our growing research team. This role provides a unique opportunity to gain deep exposure to the FinTech ecosystem while contributing to the build-out of a differentiated research product in a fast-paced entrepreneurial environment.

This role could allow for rapid expansion of responsibility as the Associate will work closely with the entire equity research team the investment banking team and FT Partners leadership to generate high-quality actionable research and support institutional investor engagement. This includes financial modeling thematic analysis industry forecasting and client interaction.

Research & Analysis

• Support coverage of FinTech companies and industry subsectors.
• Build and maintain robust financial models including earnings forecasts valuations (DCF comps) and scenario planning.
• Conduct in-depth company and sector research using public filings proprietary data and third-party sources.
• Analyze market competitive and regulatory trends that influence investment outlooks.
• Author high-quality research reports investment recommendations and thematic pieces.

Client & Stakeholder Engagement

• Communicate investment ideas and research findings to institutional clients internal stakeholders and sales/trading teams.
• Prepare and present materials for client meetings industry events roadshows and conferences.
• Serve as a point of contact for client inquiries and relationship management.

Education

• Bachelors degree in Finance Accounting Economics or a related field is required.
• MBA or CFA designation (or candidacy) is a plus.

Experience

• 24 years of experience in equity research investment banking consulting or asset management.

Technical Skills

• Advanced proficiency in Excel and PowerPoint.
• Strong understanding of financial modeling accounting and valuation methodologies.
• Familiarity with industry data platforms and tools (e.g. Bloomberg FactSet Capital IQ).

Soft Skills

• Exceptional written and verbal communication skills.
• Strong attention to detail and ability to synthesize complex data into actionable insights.
• Entrepreneurial mindset with a proactive self-starter attitude.
• Ability to thrive in a fast-paced high-performance culture.
• Strong interest inand knowledge ofthe FinTech ecosystem.

SIE Series 7 63 86 and 87 exams passed (or willingness to obtain them promptly upon hire).

• Be part of a pioneering research team at the leading FinTech investment bank.
• Gain unmatched exposure to industry-defining companies and deals.
• Work closely with top-tier senior professionals and a fast-growing global team.
• Enjoy a meritocratic environment with clear growth paths and mentorship opportunities.

Compensation: 160200k total comp

FT Partners is an equal opportunity employer. Applicants must be authorized to work in the U.S. We do not sponsor visas at this time.

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.

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 .