Macro Research & Content Strategy Associate

FTP PARTNERS; San Francisco (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

FT Partners is seeking a Research & Content Strategy Associate in San Francisco to produce industry-leading research, thought leadership, and marketing content. The role blends market research, data analysis, content creation, and AI-powered workflows to dramatically increase productivity and quality.

The ideal candidate thrives on curiosity, data-driven storytelling, and transforming complex topics into clear narratives for executive audiences. Strong fintech knowledge is a plus.

Qualifications

• 3–7+ years of experience in research or related analytical roles.
• Exceptional writing and communication skills.
• Experience producing polished research reports for executive audiences.
• Strong analytical and critical thinking abilities with excellent attention to detail.
• Highly organized and able to manage multiple projects simultaneously.

Responsibilities

• Conduct primary and secondary research across various sources.
• Analyze large datasets to identify trends and investment themes.
• Synthesize quantitative and qualitative information into actionable insights.
• Build dashboards, visualizations, and supporting analysis.
• Identify emerging technologies, competitive dynamics, and market shifts.
• Produce professional-quality research reports for executive audiences.
• Write market landscapes, industry analyses, company profiles, white papers, and thought leadership.
• Transform complex technical topics into clear, compelling narratives.
• Ensure editorial quality, accuracy, and visual presentation.
• Create high-quality content across formats including articles, blog posts, white papers, case studies, LinkedIn content, website copy, presentation materials, and sales collateral.
• Repurpose long-form research into shorter marketing assets and maintain brand voice.
• Build and execute targeted email marketing campaigns and measure performance.
• Develop audience segmentation strategies and A/B test messaging.

Skills

Analytical thinking

Writing skills

Communication skills

Attention to detail

Synthesis

Organization

Project management

Tools

CRM systems

Data visualization tools

PowerPoint

Canva

Figma

Adobe Creative Suite

HubSpot

Salesforce

Job description

Research & Content Strategy Associate

Location: San Francisco, CA

Firm: Financial Technology Partners LP (“FT Partners”)

Financial Technology Partners LP (“FT Partners” or the “Firm”) is looking for a highly analytical and driven Research & Content Strategy Associate to join our team in San Francisco. This role is ideal for someone with deep fintech knowledge who thrives in a fast-paced, entrepreneurial environment.

About FT Partners

FT Partners is the only investment bank focused exclusively on the financial technology sector. We deliver world-class strategic and financial advisory services to the most innovative companies shaping the future of finance.

About The Role

We're looking for a highly analytical, AI-native Research & Content Strategy Associate to help us produce industry-leading research, thought leadership, and marketing content.

This role sits at the intersection of market research, data analysis, content creation, and AI-powered workflow automation. You'll conduct original research, identify emerging market trends, produce professional research reports, create compelling marketing content, and leverage the latest AI tools to dramatically increase productivity and quality.

If you're naturally curious, love digging into data, enjoy writing, and constantly experiment with new AI tools to work smarter and faster, we'd love to talk.

Responsibilities

Primary Research

• Conduct primary research through surveys, interviews, outreach campaigns, and expert conversations
• Perform secondary research across industry reports, financial filings, news sources, academic publications, and proprietary datasets
• Develop research methodologies that produce differentiated market intelligence
• Validate findings through multiple independent sources

Data Analysis

• Analyze large datasets to identify trends, patterns, and investment themes
• Synthesize quantitative and qualitative information into actionable insights
• Build dashboards, visualizations, and supporting analysis
• Identify emerging technologies, competitive dynamics, and market shifts

Research Reports

• Produce professional-quality research reports suitable for executive audiences
• Write market landscapes, industry analyses, company profiles, white papers, and thought leadership
• Transform complex technical topics into clear, compelling narratives
• Ensure exceptional editorial quality, accuracy, and visual presentation

Content Marketing

• Create high-quality content across multiple formats including:
• Articles
• Blog posts
• White papers
• Case studies
• LinkedIn content
• Website copy
• Presentation materials
• Sales collateral
• Repurpose long-form research into shorter, high-impact marketing assets
• Maintain a consistent editorial voice and brand quality

Email Marketing

• Build and execute targeted email marketing campaigns
• Develop audience segmentation strategies
• Create compelling email copy that drives engagement
• Measure campaign performance and continuously optimize results
• A/B test messaging, subject lines, and content formats

AI & Automation

• Leverage leading AI platforms (ChatGPT, Claude, Gemini, Perplexity, Grok, and others) to significantly improve research quality and productivity
• Build AI-assisted workflows for research, writing, data synthesis, and content generation
• Continuously evaluate new AI tools and incorporate them into daily workflows
• Help identify opportunities to automate repetitive knowledge work across the organization

Qualifications

• 3–7+ years of experience in research, consulting, market intelligence, equity research, investment banking, journalism, strategy, or a related analytical role
• Exceptional writing and communication skills
• Experience producing polished research reports for executive audiences
• Strong analytical and critical thinking abilitiesExcellent attention to detail
• Comfortable working with large amounts of information and synthesizing complex topics quickly
• Highly organized and able to manage multiple projects simultaneously

Preferred Experience

Experience with one or more of the following:

• Market research
• Financial research
• Competitive intelligence
• Equity research
• Industry analysis
• B2B marketing
• Content marketing
• Email marketing platforms
• CRM systems (HubSpot, Salesforce, etc.)
• Data visualization tools

What We're Looking For

The ideal candidate is:

• Naturally curious and obsessed with learning
• Able to quickly become an expert on unfamiliar industries
• An outstanding writer and storyteller
• Comfortable balancing analytical rigor with creativity
• Self-directed and thrives with minimal oversight
• Passionate about producing work that is both insightful and visually polished
• Focused on finding faster, smarter ways to accomplish complex work

Bonus Points

• Experience using AI agents and workflow automation tools
• Familiarity with prompt engineering and AI-assisted research workflows
• Experience creating executive presentations
• Basic design skills (PowerPoint, Canva, Figma, Adobe Creative Suite)
• Experience with video or multimedia content creation
• Background in financial services, fintech, venture capital, or technology

Selected Transactions Include Advising

• Deribit’s $4.3 billion Sale to Coinbase
• 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
• Truebill’s $1.3 billion Sale to Rocket Companies
• Revolut's $1.3 billion Financing at a $33 billion Valuation
• Finicity’s $1 billion Sale to Mastercard
• Intermex’s $500 million Sale to Western Union
• SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
• Bilt’s $250 million Financing at a $10.75 billion ValuationLumin Digital’s $200 million Growth Financing
• Stash’s $146 million Series H Financing
• CloudWalk’s $150 million Financing at a ~$2.2 billion Valuation

Inclusion And Equal Opportunity Employment

Financial Technology Partners is proud to be 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, protected veteran status, Aboriginal/Native American status, or any other legally protected factors.