FinTech Research Analyst

Financial Technology Partners; San Francisco (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Hybrid work model

Access to high-growth companies

Job summary

A leading investment bank in San Francisco seeks an Analyst for its Research team. The role involves producing FinTech industry research and requires strong writing, communication skills, and a team-oriented approach. Ideal candidates should have 1-3 years of relevant experience and a strong interest in finance and research. This hybrid position offers a competitive compensation package.

Qualifications

• 1 – 3 years experience required.
• GPA 3.30 or greater preferred.
• Strong attention to detail is necessary.

Responsibilities

• Research key FinTech sectors and trends.
• Create high-quality reports for publication.
• Maintain a proprietary database of FinTech companies.

Skills

Exceptional writing skills

Verbal communication skills

Team player

Research skills

Education

All degrees considered

Finance, Economics or Accounting preferred

Job description

Overview

Hybrid model: 3 days in office, 2 days work from home

This is an unparalleled opportunity to work at an elite investment bank. Analysts on the Research team will focus on the production of FinTech industry research publications including reports on key sector and regional trends as well as capital raising, IPO and M&A deal activity, in addition to creating transaction case studies, and facilitating interviews with CEOs / executives, video conferences and more.

FT Partners' unique insight into FinTech is a direct result of successfully executing hundreds of transactions combined with over 20 years of exclusive focus on the FinTech sector. In this role, you will work side-by-side with the Business Development and Investment Banking deal teams.

Responsibilities

• Research key FinTech sectors, regions, trends and significant M&A and private company capital raising transactions
• Create high-quality / high-visibility reports utilizing both effective written and graphical presentation skills
• Thoroughly edit and review content to ensure publishing and journalistic standards
• Maintain and manage proprietary database of FinTech companies and transactions and develop key analysis using the data
• Create and assist in the execution of marketing strategies for the firm and facilitate dialog with key internal stakeholders and external CEO/CFO/Board level contacts
• Develop subject matter expertise in the FinTech industry
• Learn and apply basic financial analysis concepts and skills
• Gain valuable first-hand experience with Investment Banking concepts and exposure to senior level investment banking team members

Qualifications

• Start date for this position is immediate
• 1 – 3 years experience
• All degrees considered, Finance, Economics or Accounting preferred
• GPA 3.30 or greater
• Strong interest in finance, consulting, research, and FinTech
• Exceptional writing and verbal communication skills
• Strong work ethic and a drive for excellence
• Team player, self-motivated, and entrepreneurial
• Strong project management and research skills
• High attention to detail
• U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future.

Why FT Partners?

• Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Raymond James, and Evercore
• Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others)
• Executing both billion dollar and early stage / high-growth VC transactions
• Excellent career path, strong and competitive compensation
• Unparalleled deal flow with premier client base
• Access to world-class executives at high-growth companies
• Dominant footprint in the one of largest sectors: financial technology
• Top-notch financial sponsor relationships
• Close-knit, rapidly growing team

Selected transactions include advising

• Deribit’s $4.3 billion Sale to Coinbase
• Payoneer’s $3.8 billion Merger with FTAC Olympus Acquisition Corp.
• 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
• Hidden Road’s $1.3 billion Sale to Ripple
• TrueBill’s $1.3 billion Sale to Rocket Companies
• Revolut's $1.3 billion Financing at a $33 billion Valuation
• Currencycloud’s $1 billion Sale to Visa
• Mollie’s $800 million Financing
• Upgrade’s $280 million Series F Financing at a $6 billion Valuation
• Mambu’s $266 million Series E Financing at a $5.5 billion Valuation
• Bilt’s $250 million Financing at a $10.8 billion Valuation
• CloudWalk’s $150 Series C Financing at a $2.2 billion Valuation
• Stash’s $146 million Series H Financing

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].