2027 January IBD Full Time Analyst (San Francisco)

Financial Technology Partners / FT Partners; San Francisco (CA); On-site; USD 99,000 - 121,000; Full time

Job summary

Financial Technology Partners in San Francisco seeks a full-time 2027 January Analyst in Investment Banking. Analysts participate in all transaction stages from origination to closing and will work closely with senior bankers on M&A and capital-raising deals.

Training begins January 2027 with hands-on deal exposure early in the program. Applicants should have recently completed undergrad or Master’s programs, ideally in finance or accounting, with strong GPAs and internship experience.

Qualifications

• Recent graduates of undergraduate or Master’s programs, or students graduating by December 2026.
• Finance or accounting major preferred.
• Minimum 3.7 cumulative GPA.
• 1400 SAT / 30 ACT strongly preferred.
• Prior finance and/or accounting internship experience ideal.
• Excellent problem-solving and analytic ability.
• Strong work ethic and a drive for perfection.
• Ability to perform under pressure amid tight deadlines.
• Team player, self-motivated, and entrepreneurial.
• Strong quantitative and technical skills.
• Strong data management and research skills.
• Maturity and poise to work directly with client executives.
• Attention to detail, strong written and verbal communication skills.
• Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future.

Responsibilities

• Analysts are included in all aspects of transactions from origination to closing.
• Work directly with senior bankers and manage day-to-day activities on each transaction.
• Participate in January 2027 training and then staff on live deals including M&A and capital-raising transactions.

Skills

Problem solving

Analytical ability

Team player

Attention to detail

Pressure handling

Quantitative skills

Education

Finance or accounting degree

GPA 3.7 or higher

SAT 1400 / ACT 30 preferred

Graduating by Dec 2026

Job description

2027 January Analyst, Investment Banking (San Francisco)

Financial Technology Partners is seeking full‑time Investment Banking Analysts to begin in January 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 New York City 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 firm is a global firm that prides itself on an extremely collegial and energetic culture.

Role Description

Our analysts are included in all aspects of transactions from origination to closing. They work directly with senior bankers and are responsible for the day‑to‑day activities of each transaction. The work is fast‑paced and requires the ability to work seamlessly under pressure and manage tight deadlines. The analyst program begins in January 2027 with rigorous classroom training led by seasoned bankers. Upon completing training, analysts are staffed on live deals, immediately working with deal teams on the day‑to‑day activities of M&A and capital‑raising transactions.

General Qualifications

• Recent graduates of undergraduate or Master’s programs, or students graduating by December 2026
• Finance or accounting major preferred
• Minimum 3.7 cumulative GPA
• 1400 SAT / 30 ACT strongly preferred
• Prior finance and/or accounting internship experience ideal
• Excellent problem‑solving and analytic ability
• Strong work ethic and a drive for perfection
• Ability to perform under pressure amid tight deadlines
• Team player, self‑motivated, and entrepreneurial
• Strong quantitative and technical skills
• Strong data management and research skills
• Maturity and poise to work directly with client executives
• Attention to detail, strong written and verbal communication skills
• Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future

Team Player

• Able to collaborate across teams and levels, both internally and externally
• Builds trust in relationships with all team members
• High level of engagement and commitment to the firm’s goals and organizational success
• Self‑motivated and entrepreneurial

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

The annual salary for this position at commencement of employment is $110,000 per year. Employees are in an at‑will position and the company reserves the right to modify base salary and other compensation programs at any time.

Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status, or any other legally protected factors.