2028 January IBD Full Time Analyst (San Francisco)

Analyst, Investment Banking

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 200+ 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, JP Morgan, Evercore and Barclays.

Role Description

Our Analysts are included in all aspects of transactions from origination to closing. They work directly with senior bankers and are responsible for the day-to-day activities of each transaction. The work is fast-paced and requires the ability to work seamlessly under pressure and manage tight deadlines. The Analyst program begins in January 2027 with rigorous classroom training led by seasoned bankers. Upon completing training, our Analysts are staffed on live deals, immediately working with deal teams on the day-to-day activities of M&A and capital raising transactions.

General Qualifications

• Recent graduates of undergraduate or Master programs, or students graduating by December 2027
• Finance or Accounting major preferred
• Minimum 3.7 cumulative GPA
• 1400 SAT / 30 ACT strongly preferred
• Prior finance and/or accounting internship experience ideal
• Excellent problem solving and analytic ability
• Strong work ethic and a drive for perfection
• Ability to perform under pressure amid tight deadlines
• Team player, self-motivated, and entrepreneurial
• Strong quantitative and technical skills
• Strong data management and research skills
• Maturity and poise to work directly with client executives
• Attention to detail, strong written and verbal communication skills
• Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future

Team Player

• Able to collaborate across teams and levels, both internally and externally
• Builds trust in relationships with all team members
• High-level of engagement and commitment to the Firm's goals and organizational success
• Self-motivated and entrepreneurial

Why FT Partners?

• Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Evercore and Barclays
• 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

• 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 $1.3 billion Financing at a $33 billion Valuation
• Finicity’s $1 billion Sale to Mastercard
• Velocity Global’s $400 million Series B Financing
• SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
• Bilt’s $200 million Financing at a $3.1 billion Valuation
• Newfront’s $200 million Financing at a $2.2 billion Valuation
• Lumin Digital’s $160 million Growth Financing
• CloudWalk’s $150 million Financing at a ~$2.2 billion Valuation

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.

To ensure a fair and transparent recruitment process, please do not use GenAl tools during interviews. Failure to adhere to these guidelines may result in disqualification from the recruitment process.