FinTech Equity Research Summer Analyst

Financial Technology Partners; New York (NY); On-site; USD 90,000 - 110,000; Part time

Job summary

Financial Technology Partners, a premier boutique investment bank, seeks Equity Research Summer Analysts to support Senior Analysts in modeling, analysis, reports and presentations within the FinTech sector. The role offers exposure to high-growth fintech transactions and opportunity for a strong career path at a leading firm.

Selected candidates will work with Senior Analysts on crafting research materials, interacting with clients, and contributing to the research process.

Qualifications

• Undergraduate or Master students with a graduation date of December 2027 - June 2028
• Undergraduate degree with a 3.5 GPA or greater
• Excellent analytical skills
• Strong verbal and written communication skills
• Proficiency in Excel and PowerPoint
• Strong attention to detail
• Strong team orientation
• Working knowledge of accounting, finance, and securities valuation
• Ability to work in a fast-paced, high-energy environment
• Comfortable taking initiative and being resourceful / entrepreneurial
• Ability to multi-task and work with numerous teams
• Strong interest in the FinTech sector
• Internship experience in equity research, investment banking, and/or the FinTech industry is preferred
• Demonstrates ability to effectively integrate AI-powered tools into daily workflows to increase efficiency and maximize outputs
• U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future

Responsibilities

• Build strong industry knowledge of the FinTech industry
• Contribute to the generation of investment ideas
• Interpret data and perform analysis on market, economic and technology trends
• Develop and maintain financial models
• Write reports / notes on companies under coverage and key industry topics
• Create presentation materials
• Communicate with internal sales force, clients and company management teams

Skills

Analytical skills

Written communication

Verbal communication

Multi-tasking

Team orientation

Entrepreneurial mindset

Education

Undergraduate or Master student with graduation Dec 2027 - Jun 2028

Tools

Excel

PowerPoint

AI tools

Job description

Financial Technology Partners, a premier boutique investment bank, seeks Equity Research Summer Analysts to support Senior Analysts in modeling, analysis, reports and presentations within the FinTech sector. The role offers exposure to high-growth fintech transactions and opportunity for a strong career path at a leading firm.

Selected candidates will work with Senior Analysts on crafting research materials, interacting with clients, and contributing to the research process.