Senior FinTech Equity Research VP

Financial Technology Partners / FT Partners; San Francisco (CA); On-site; USD 200,000 - 240,000; Full time

Job summary

FT Partners, San Francisco, is seeking an Equity Research Vice President to join our growing research team. This senior role collaborates with II-ranked Trevor Williams to build a differentiated equity research product in a fast-paced, entrepreneurial environment.

The VP will lead coverage of information services, payroll software, and remittance, model financials, forecast earnings, and generate actionable research while mentoring junior analysts and coordinating with investment banking and

Qualifications

• 5–8+ years of relevant equity research experience with leadership
• Experience covering FinTech / information services sectors is preferred
• Strong modeling and client interaction skills

Responsibilities

• Lead coverage of information services, FinTech software, and payroll software.
• Build and maintain robust financial models, including earnings forecasts, valuations (DCF, comps), and scenario planning.
• Conduct in-depth company and sector research using public filings, proprietary data, and third-party sources.
• Analyze market, regulatory trends that influence investment outlooks.
• Author high-quality research reports, investment recommendations, and thematic pieces.

Skills

Financial modeling

Accounting

Valuation methodologies

Strong written and verbal comunicação

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

MBA or CFA designation (or candidacy)

Tools

Excel

PowerPoint

Bloomberg

FactSet

Capital IQ

Job description

FT Partners, San Francisco, is seeking an Equity Research Vice President to join our growing research team. This senior role collaborates with II-ranked Trevor Williams to build a differentiated equity research product in a fast-paced, entrepreneurial environment.

The VP will lead coverage of information services, payroll software, and remittance, model financials, forecast earnings, and generate actionable research while mentoring junior analysts and coordinating with investment banking and