2027 Full-time Associate, Investment Banking – San Francisco

Financial Technology Partners; San Francisco (CA); Hybrid; USD 158,000 - 193,000; Full time

Job summary

Financial Technology Partners in San Francisco is seeking a Full-Time Investment Banking Associate to begin in July 2027. You will originate and execute live transactions, with heavy emphasis on financial modeling, valuation, due diligence, and client materials.

The role collaborates with senior bankers and mentors Analysts in a fast-paced, high-growth environment. You'll gain exposure to top private equity and venture capital investors within the fintech sector, while working in a hybrid

Qualifications

• Enrollment in a top-tier business school graduating by summer 2027.
• Bachelor's degree with a minimum GPA of 3.5.
• Proven ability to lead and manage projects.
• Excellent organizational, execution, and time management skills.
• Strong relationship management and presentation abilities.
• Proficiency in Excel and PowerPoint.

Responsibilities

• Originate and execute live transactions with senior bankers.
• Perform extensive financial modeling and company valuation.
• Conduct research and due diligence; prepare client materials.
• Identify business development opportunities and sponsors.
• Mentor Analysts and support recruitment and training.

Skills

Leadership

Presentation skills

Relationship management

Project management

Financial modeling

Education

Bachelor's degree

Top-tier business school enrollment

Tools

Excel

PowerPoint

Job description

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 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.

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.

General Qualifications

• Currently enrolled in a top tier business school, graduating by summer of 2027
• 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 at the time of application; FT Partners does not sponsor work visas

Communication Skills

• Exceptional written 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
• Executive presence and ability to command a room

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
• Commitment 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, JP Morgan, Evercore and Guggenheim.
• 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:

• 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 $175,000/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.