FinTech Investment Banking Summer Analyst

Financial Technology Partners / FT Partners; San Francisco (CA); On-site; USD 99,000 - 121,000; Full time

Job summary

Financial Technology Partners (FT Partners) in San Francisco invites high-potential undergraduates or graduates for the 2028 Investment Banking Summer Analyst program in SF or NYC. The eight-week role supports transaction origination to closing, including financial modeling, valuation, due diligence, and materials preparation.

Qualified applicants are pursuing Finance or Accounting majors, with strong GPAs and test scores, internship experience, and a proactive, teamwork-driven mindset. U.S.

Qualifications

• Undergrad or Master students graduating Dec 2028 – Jun 2029
• Finance or Accounting major preferred
• Minimum 3.7 GPA
• SAT/ACT strongly preferred
• Prior finance/internship experience ideal
• Excellent problem solving and analytical ability
• Strong work ethic and drive for excellence
• Ability to perform under pressure and tight deadlines
• Team player, self-motivated, entrepreneurial
• Strong quantitative and technical skills
• Strong data management and research skills
• Maturity to work with client executives
• Attention to detail and strong communication skills
• Able to integrate AI-powered tools into workflows to boost efficiency
• Permanent U.S. work authorization; visa sponsorship not provided

Responsibilities

• Assist in all aspects of a transaction from origination to closing
• Perform financial modeling and company valuation
• Conduct financial performance analysis and industry research
• Support due diligence and preparation of marketing materials
• Assist with management presentations and offering memorandums

Skills

Quantitative skills

Team player

Self-motivated

Entrepreneurial mindset

Analytical ability

Data management

Research skills

Communication skills

Education

Finance or Accounting major

Job description

Financial Technology Partners (FT Partners) in San Francisco invites high-potential undergraduates or graduates for the 2028 Investment Banking Summer Analyst program in SF or NYC. The eight-week role supports transaction origination to closing, including financial modeling, valuation, due diligence, and materials preparation.

Qualified applicants are pursuing Finance or Accounting majors, with strong GPAs and test scores, internship experience, and a proactive, teamwork-driven mindset. U.S.