2028 Summer Analyst, Investment Banking (San Francisco)

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

Job summary

Financial Technology Partners (FT Partners) in San Francisco invites high-potential undergraduates or graduates for the 2028 Investment Banking Summer Analyst program in SF or NYC. The eight-week role supports transaction origination to closing, including financial modeling, valuation, due diligence, and materials preparation.

Qualified applicants are pursuing Finance or Accounting majors, with strong GPAs and test scores, internship experience, and a proactive, teamwork-driven mindset. U.S.

Qualifications

• Undergrad or Master students graduating Dec 2028 – Jun 2029
• Finance or Accounting major preferred
• Minimum 3.7 GPA
• SAT/ACT strongly preferred
• Prior finance/internship experience ideal
• Excellent problem solving and analytical ability
• Strong work ethic and drive for excellence
• Ability to perform under pressure and tight deadlines
• Team player, self-motivated, entrepreneurial
• Strong quantitative and technical skills
• Strong data management and research skills
• Maturity to work with client executives
• Attention to detail and strong communication skills
• Able to integrate AI-powered tools into workflows to boost efficiency
• Permanent U.S. work authorization; visa sponsorship not provided

Responsibilities

• Assist in all aspects of a transaction from origination to closing
• Perform financial modeling and company valuation
• Conduct financial performance analysis and industry research
• Support due diligence and preparation of marketing materials
• Assist with management presentations and offering memorandums

Skills

Quantitative skills

Team player

Self-motivated

Entrepreneurial mindset

Analytical ability

Data management

Research skills

Communication skills

Education

Finance or Accounting major

Job description

2028 Investment Banking Summer Analyst (SF)

Location: New York OR 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

Our Summer Analyst program begins in June 2028 and requires an 8-week minimum commitment. Summer Analysts are included in all aspects of a transaction from origination to closing. They work directly with senior investment bankers and are responsible for the day-to-day activities of each transaction. Responsibilities include: financial modeling, company valuation, financial performance analysis, corporate and industry research, due diligence, strategic analyses of companies, preparation of marketing and presentation materials, management presentations and offering memorandums.

General Qualifications

• Undergraduate or Master students with a graduation date of December 2028 – June 2029
• 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
• Demonstrates ability to effectively integrate AI-powered tools into daily workflows to increase efficiency and maximize outputs
• 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

• 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 $1.3 billion Financing at a $33 billion Valuation
• Finicity’s $1 billion Sale to Mastercard
• Velocity Global’s $400 million Series B Financing
• SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
• Bilt’s $200 million Financing at a $3.1 billion Valuation
• Newfront’s $200 million Financing at a $2.2 billion Valuation
• Lumin Digital’s $160 million Growth 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 $110,000/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.