FinTech Equity Research Associate — Market Insights

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

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