Research Analyst, Companies & Transactions

Remote; San Francisco (CA); Remote; USD 6,400 - 13,000; Full time

Benefits offered by this job

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Job summary

Financial Technology Partners is a premier boutique investment bank with offices in San Francisco, NYC, and London. We seek a Research Analyst to conduct in-depth FinTech and financial sector research, build and maintain proprietary databases, and track M&A, IPOs, and financing activity globally.

You will profile companies, executives, and investors, ensuring data accuracy and timely KRAs. Ideal candidates have 1–3 years’ experience and strong research/communication skills, with a passion for

Qualifications

• 1–3 years' work experience.
• Proficient in MS Word, Excel, and PowerPoint.
• Strong interest in finance, research, and FinTech.
• Knowledge of financial sectors, particularly FinTech, M&A, and capital markets, is a plus.
• Must be India-based candidate, no US-based candidates please.

Responsibilities

• Track and analyze key FinTech sectors, companies, and major M&A and capital-raising transactions.
• Conduct comprehensive company profiling and tracking of major developments in the focused industry.
• Research global M&A activity, IPOs, and financing transactions.
• Profile private equity and investment firms.
• Profile key individuals, including executives and board members, and gather information on professional backgrounds, roles, and contributions to the company.
• Manage and maintain financial and company databases, ensuring accuracy and relevance.
• Deliver assigned KRAs within the specified time frame and with 100% accuracy.

Skills

Analytical mindset

MS Word

MS Excel

PowerPoint

Research interest in FinTech/Finance

Excellent communication skills

Team player

Education

B.Com (Hons.)

BBA (Finance)

MBA (Finance)

Tools

MS Word

MS Excel

PowerPoint

Job description

Position: Research Analyst, Companies & Transactions
Location: Gurgaon / New Delhi (Fully Remote), NO US-BASED CANDIDATES

Firm Overview

Financial Technology Partners is one of the most successful boutique investment banks on Wall Street. Headquartered in San Francisco with additional offices in NYC and London, FT Partners has advised on some of the most meaningful transactions in the high-growth Financial Technology sector in recent years. We offer a full suite of financial and strategic advisory services, including merger and acquisition advisory, private capital raising and capital markets advisory. The Financial Technology sector is a dynamic industry that encompasses the convergence of financial services and technology. We are a 250+ global firm that prides itself on having an extremely collegial and energetic culture. Every member of the organization is expected to meaningfully contribute to the firm's success. Senior bankers at the firm are formerly of Goldman Sachs, Morgan Stanley, JP Morgan, Evercore, and many more.

Role Description

The Analyst will be responsible for conducting in-depth research and analysis in the FinTech and financial sectors, focusing on key companies, people, and transactions. This role will require data extraction, company profiling, and managing proprietary databases. Responsibilities also include tracking key developments in mergers and acquisitions (M&A), initial public offerings (IPO), financing, private equity, and investments.

In This Role, You Will

• Track and analyze key FinTech sectors, companies, and major M&A and capital-raising transactions.
• Conduct comprehensive company profiling and tracking of major developments in the focused industry.
• Research global M&A activity, IPOs, and financing transactions.
• Profile private equity and investment firms.
• Profile key individuals, including executives and board members, and gather information on professional backgrounds, roles, and contributions to the company.
• Manage and maintain financial and company databases, ensuring accuracy and relevance.
• Deliver assigned Key Result Areas (KRAs) within the specified time frame and with 100% accuracy.

Skills and Qualifications

• Analytical mindset with a problem-solving approach.
• 1-3 years' work experience.
• Proficient in MS Word, Excel, and PowerPoint.
• Strong interest in finance, research, and FinTech.
• Knowledge of financial sectors, particularly FinTech, M&A, and capital markets, is a plus.
• Excellent research and communication skills.
• Strong work ethic and a drive for excellence.
• Must be an India-based candidate, no US-based candidates please.
• B.Com (Hons.), BBA (Finance), MBA (Finance).

Communication Skills

• Exceptional writing and verbal communication skills, able to prepare high-impact materials.
• Participates effectively in both internal and external meetings.
• Maturity and poise to work directly with client executives.

Team Player

• Team player who can contribute to building a positive team spirit, keeps commitments, inspires the trust of others, works with integrity and ethically, and upholds firm values.
• Ability to perform under pressure, amid tight deadlines; can effectively prioritize and plan.
• Collaborative across teams and levels, both internally and externally.
• Understands coaching for long-term development of self and others.

Why FT Partners?

• Managing Partner and Managing Directors formerly of Goldman Sachs and JP Morgan
• 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 one of the largest sectors: financial technology
• Top-notch financial sponsor relationships
• Close-knit, rapidly growing team

Selected Transactions Include Advising

• Divvy's $2.5 billion Sale to Bill.com
• GreenSky's $2.2 billion Sale to Goldman Sachs
• Forge's $2 billion Merger with Motive Capital Corp.
• Truebill's $1.3 billion Sale to Rocket Companies
• Revolut's $800 million Financing at a $33 billion Valuation
• SpotOn's $300 million Series F Financing at a $3.6 billion Valuation
• Upgrade's $280 million Series F Financing at a $6 billion Valuation
• CAIS's $225 million Series C Financing at a $1 billion+ Valuation
• Bilt's $200 million Financing at a $3.1 billion Valuation
• Newfront's $200 million Financing at a $2.2 billion Valuation
• DailyPay's $75 million Financing at a $1.8 billion Valuation
• Cart.com's $60 million Series C Financing at a $1.2 billion Valuation
• Acorn's Acquisition of GoHenry

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 veteran status, Aboriginal/Native American status or any other legally-protected factors.