Research Analyst Jobs in California

Equity Research Summer Analyst – FinTech Investment Banking

Position: Financial Technology Partners is seeking Equity Research Summer Analysts.

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 global, 200+ employee 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 Barclays among others.

Role Description

FT Partners Equity Research Department will be delivering a highly differentiated research product and is in search of Equity Research Summer Analysts to provide research support for our Senior Research Analysts. Successful candidates will work directly with our Senior Analysts on several aspects of the research process including building and maintaining models, performing fundamental analysis, writing research reports and creating presentations, and interacting with sales, corporate management, and clients. The job offers excellent exposure to the FinTech sector, the ability to work directly with highly respected Senior Analysts, and the opportunity for an attractive career path at a very successful and fast-growing investment bank.

Responsibilities

• Build strong industry knowledge of the FinTech industry
• Contribute to the generation of investment ideas
• Interpret data and perform analysis on market, economic and technology trends
• Develop and maintain financial models
• Write reports / notes on companies under coverage and key industry topics
• Create presentation materials
• Communicate with internal sales force, clients and company management teams

General Qualifications

• Undergraduate or Master students with a graduation date of December 2027 - June 2028
• Undergraduate degree with a 3.5 GPA or greater
• Excellent analytical skills
• Strong verbal and written communication skills
• Proficiency in Excel and PowerPoint
• Strong attention to detail
• Strong team orientation
• Working knowledge of accounting, finance, and securities valuation
• Ability to work in a fast-paced, high-energy environment
• Comfortable taking initiative and being resourceful / entrepreneurial
• Ability to multi-task and work with numerous teams
• Strong interest in the FinTech sector
• Internship experience in equity research, investment banking, and/or the FinTech industry is preferred
• Demonstrates ability to effectively integrate AI-powered tools into daily workflows to increase efficiency and maximize outputs
• U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future

Communications 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 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

The annual salary for this position at commencement of employment is expected to be $100,000/year. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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 People Operations.

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