Associate, Investment Banking San Francisco

Financial Technology Partners LP; San Francisco (CA); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation packages

Career progression opportunities

Engagement with world-class executives

Collaborative team environment

Job summary

A leading investment banking firm is seeking an Investment Banking Associate to play a pivotal role in executing transactions. Responsibilities include financial modeling, analysis, and preparation of client presentations. Candidates should have a minimum of 2 years' experience in M&A advisory, strong analytical and communication skills, and a Bachelor’s degree with a GPA of 3.5 or higher. The firm offers a hybrid working model and the chance to work alongside top industry professionals.

Qualifications

• Minimum of 2 years of full-time investment banking experience in M&A sell-side advisory.
• Proven capability to lead and manage projects effectively.
• Strong work ethic, self-discipline, and motivation.

Responsibilities

• Play a pivotal role in originating and executing live transactions.
• Conduct extensive financial modeling and analysis.
• Prepare client presentation materials and conduct due diligence.

Skills

Leadership and management of projects

Exceptional organizational skills

Relationship management

Analytical skills

Proficient in Excel and PowerPoint

Exceptional writing and verbal communication

Collaborative team player

Self-discipline

Time management skills

Entrepreneurial mindset

Education

Bachelor’s degree with a minimum GPA of 3.5

FINRA Series 63 and 79 registration

Job description

Location: San Francisco, CA & New York City, NY (Hybrid, 3 days in office)

Company Overview:

Financial Technology Partners (FT Partners) is a premier investment banking firm dedicated exclusively to the financial technology sector. We define this sector as the dynamic intersection of technology-driven solutions and financial services. FT Partners has recently been honored with the "Dealmaker of the Year" and "Investment Banking Firm of the Year" awards by The M&A Advisor.

Founded by Steve McLaughlin, our Managing Partner and a former senior investment banker at Goldman Sachs & Co., FT Partners comprises a team of highly experienced professionals with backgrounds in the financial technology, M&A, and investment banking divisions of Goldman Sachs in New York, San Francisco, London, and Los Angeles.

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.

Qualifications:

• Minimum of 2 years of full-time investment banking experience in M&A sell‑side advisory.
• FINRA Series 63 and 79 registration.
• 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; FT Partners does not sponsor work visas.

Communication Skills:

• Exceptional writing 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.

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.
• Committed 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 and JP Morgan.
• Award‑winning execution, recognized as Investment Bank of the Year and Boutique of the Year, among other accolades.
• Involvement in both billion‑billion 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

• 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 $800 million Financing at a $33 billion Valuation
• SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
• Upgrade’s $280 million Series F Financing at a $6 billion Valuation
• CAIS’ $225 million Series C Financing at a $1 billion+ Valuation
• Bilt’s $200 million Financing at a $3.1 billion valuation
• Newfront’s $200 million Financing at a $2.2 billion Valuation
• DailyPay’s $75 million Financing at a $1.8 billion Valuation
• Cart.com’s $60 million Series C Financing at $1.2 billion Valuation
• Acorn’s Acquisition of GoHenry

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 [e-mail]