Experienced Analyst, Investment Banking

Financial Technology Partners LP; San Francisco (CA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Financial Technology Partners in San Francisco is seeking an Investment Banking Analyst to work on live transactions and business development efforts. You will build models, conduct research, and prepare presentations while supporting client engagements and due diligence.

You will collaborate with senior bankers, mentor junior staff, and gain exposure to premier fintech transactions and investors in a fast-paced, entrepreneurial culture.

Qualifications

• 1–2 years of full-time investment banking experience (M&A or sell-side).
• Bachelor's degree with GPA ≥3.5.
• U.S. work authorization; no visa sponsorship.
• Strong analytical, quantitative, and technical skills.
• Excellent Excel and PowerPoint proficiency.
• Proven ability to lead and manage projects.
• Collaborative team player with strong communication.

Responsibilities

• Building detailed financial models and valuations
• Conducting industry and company research
• Preparing strategic analyses, recommendations, and presentations
• Supporting client engagements, due diligence, and execution
• Collaborating closely with senior bankers to manage deal processes
• Mentoring and training new analysts and interns

Skills

Investment banking experience

Analytical skills

Team leadership

Financial modeling

Client communication

Education

Bachelor's degree

GPA >= 3.5

Tools

Excel

PowerPoint

Job description

Location: San Francisco, CA (Hybrid, 3 days in office)

Company Overview

Financial Technology Partners (“FT 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 and high-profile transactions in the Financial Technology (“FinTech”) sector in recent years.

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.

Role Overview

As an Investment Banking Analyst, you will be deeply involved in all aspects of live transactions and business development efforts, including:

• Building detailed financial models and valuations
• Conducting industry and company research
• Preparing strategic analyses, recommendations, and presentations
• Supporting client engagements, due diligence, and execution
• Collaborating closely with senior bankers to manage deal processes
• Mentoring and training new analysts and interns

This role offers unparalleled exposure to leading FinTech CEOs, venture capital and private equity investors, and innovative technology firms, as well as direct collaboration with highly experienced senior bankers.

General Qualifications

• 1–2 years of full-time investment banking experience, preferably in M&A or sell-side advisory.
• Bachelor's degree with a minimum GPA of 3.5.
• U.S. work authorization required (FT Partners does not sponsor applicants for work visas).
• Proven ability to lead and manage projects effectively.
• Exceptional analytical, quantitative, and technical skills.
• High proficiency in Excel and PowerPoint.
• Excellent organization, time management, and attention to detail.
• Strong presentation and communication skills.
• Entrepreneurial mindset with the drive to take initiative.
• Ability to work well under pressure in a team-oriented environment.

Communication Skills

• Exceptional verbal and written communication abilities.
• Comfort preparing and delivering client-facing materials.
• Professional maturity and poise to work directly with executive-level clients.

Team Player

• Collaborative and ethical contributor who inspires trust and upholds firm values.
• Strong sense of accountability, integrity, and follow-through.
• Excels in high-pressure environments with tight deadlines.
• Supports and mentors peers to foster long-term team development.

Why FT Partners?

• Senior leadership includes alumni of Goldman Sachs and Morgan Stanley.
• Award-winning execution — named Investment Bank of the Year and Boutique of the Year, among other accolades.
• Work on billion-dollar transactions and high-growth venture-backed deals.
• Outstanding deal flow and exposure to premier global clients.
• Exceptional career trajectory and highly competitive compensation.
• Direct interaction with top FinTech executives and investors.
• Dominant footprint in one of the fastest-growing global sectors.
• Tight-knit, entrepreneurial culture with strong mentorship and growth opportunities.

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 welcome all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected classification.