Equity Research Associate – FinTech

Financial Technology Partners / FT Partners; San Francisco (CA); On-site; USD 160,000 - 200,000; Full time

Job summary

Financial Technology Partners (FT Partners) is seeking a highly motivated Equity Research Associate to join our growing research team in San Francisco, with New York, NY also considered. The Associate will support coverage of FinTech companies, build financial models, and generate research while collaborating with the equity research team and leadership to engage institutional investors.

Qualified candidates have 2–4 years in equity research or related fields, a finance degree, and strong

Qualifications

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

Responsibilities

• Support coverage of FinTech companies and industry subsectors.
• Build and maintain robust financial models, including earnings forecasts, valuations, and scenario planning.
• Conduct in-depth company and sector research using public filings, proprietary data, and third‑party sources.
• Analyze market, regulatory trends that influence investment outlooks and write high‑quality research reports.

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

MBA or CFA designation (or candidacy)

Tools

Bloomberg

FactSet

Capital IQ

Excel

PowerPoint

Job description

Location: San Francisco, CA (preferred); New York, NY also considered

Team: Equity Research

Firm: Financial Technology Partners (FT Partners)

Company Overview

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 platform—including our growing Equity Research division, which delivers cutting‑edge insights into the FinTech landscape.

Role Summary

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. The Associate will work closely with the equity research team, investment banking team, and FT Partners' leadership to generate high‑quality, actionable research and support institutional investor engagement, including financial modeling, thematic analysis, industry forecasting, and client interaction.

Key Responsibilities

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.

Qualifications

Education

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

Experience

• 2–4 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 (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 in and knowledge of the FinTech ecosystem.

Licensing Requirements

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

Why Join FT Partners?

• 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

160–200k 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.

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].