Equity Research Vice President – FinTech

Financial Technology Partners / FT Partners; San Francisco (CA); On-site; USD 200,000 - 240,000; Full time

Job summary

FT Partners, San Francisco, is seeking an Equity Research Vice President to join our growing research team. This senior role collaborates with II-ranked Trevor Williams to build a differentiated equity research product in a fast-paced, entrepreneurial environment.

The VP will lead coverage of information services, payroll software, and remittance, model financials, forecast earnings, and generate actionable research while mentoring junior analysts and coordinating with investment banking and

Qualifications

• 5–8+ years of relevant equity research experience with leadership
• Experience covering FinTech / information services sectors is preferred
• Strong modeling and client interaction skills

Responsibilities

• Lead coverage of information services, FinTech software, and payroll software.
• 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, regulatory trends that influence investment outlooks.
• Author high-quality research reports, investment recommendations, and thematic pieces.

Skills

Financial modeling

Accounting

Valuation methodologies

Strong written and verbal comunicação

Attention to detail

Education

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

MBA or CFA designation (or candidacy)

Tools

Excel

PowerPoint

Bloomberg

FactSet

Capital IQ

Job description

Overview

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

Team: Equity Research

Firm: Financial Technology Partners (FT Partners)

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, Steve McLaughlin, 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 Vice President to join our growing research team, working alongside II-ranked covering analyst Trevor Williams. This is a senior role with a unique opportunity to help build out a differentiated research product in a fast-paced, entrepreneurial environment.

The VP will have the opportunity to be the Senior Analyst on the team’s coverage of information services, payroll software, and remittance companies, working closely with the entire equity research team, the investment banking team, and FT Partners' leadership to generate high-quality, actionable research, support institutional investor engagement, and help lead the team. This includes financial modeling, thematic analysis, industry forecasting, client interaction, and mentorship of junior team members.

Key Responsibilities

• Research & Analysis: Lead coverage of companies and subsectors within information services, FinTech software, and payroll software.
• 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 trusted point of contact for client inquiries and relationship management.

Team Leadership & Collaboration

• Mentor, train, and review work from junior Research Analysts.
• Work collaboratively across teams—including investment banking—for insights while maintaining research independence.
• Help shape and refine FT Partners' equity research strategy and product suite.

Qualifications

Education

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

Experience

• 5–8+ years of relevant experience with demonstrated leadership and sector expertise.

Technical Skills

• Advanced proficiency in Excel and PowerPoint.
• Strong understanding of financial modeling, accounting, and valuation methodologies.
• Familiarity with industry data platforms and tools (e.g., 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, working alongside II-ranked analyst Trevor Williams.
• 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

200–240k 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.

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.

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].