Financial Technology Partners LP
Associate, Sponsor Coverage San Francisco, CA or New York City
Financial Technology Partners LP, San Francisco, California, United States, 94199
Location:
San Francisco or New York City
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, 250+ 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 other well-known banks.
Role Description As a Sponsor Coverage Associate, you will take on a leadership role within a small, high-performing team focused on private equity and growth investor coverage in FinTech. You will not only execute on live transactions, investor initiatives, and thought‑leadership content, but also drive project execution, manage junior team members, and set the tone for team culture and performance. Associates are expected to own workstreams end-to-end — from investor targeting and portfolio analysis through to client presentations and strategic recommendations. You will oversee LBO modeling, business development initiatives, and market research efforts, ensuring all deliverables are of the highest quality and deadlines are consistently met. This role provides unparalleled exposure to senior private equity professionals, portfolio company executives, and FT Partners’ senior bankers. Associates play a pivotal part in shaping client strategy and deepening the firm’s relationships across the global investor landscape, while simultaneously developing the skills required to advance into VP and leadership roles at FT Partners.
Unique Opportunities This is a rare opportunity to lead within the only investment bank exclusively dedicated to FinTech. From your first day, you will be entrusted to manage projects, coach and develop junior talent, and represent the firm in direct interactions with senior executives. The Associate role offers a fast track to becoming a trusted advisor while also helping shape the team’s culture and growth.
Responsibilities
Lead investor coverage and outreach initiatives across FT Partners’ private equity and growth equity investor base
Manage data‑driven business development strategies, ensuring effective prioritization and execution against these important initiatives
Supervise and review junior team members’ analyses, financial models, and research deliverables
Produce and publish high-quality insights on private equity investment trends, valuation dynamics, and FinTech M&A activity
Collaborate with Senior MDs across IBD, Capital Markets, Research, Business Development, and other groups on live deals, outbound coverage and other special projects
Manage buy‑side advisory mandates, including idea generation and portfolio company strategic reviews
Engage directly with senior FinTech investors, portfolio company CEOs, and FT Partners senior bankers
Contribute to and shape team culture, setting a tone of collaboration, high performance, and professional development
Qualifications
Bachelor’s or Master’s degree; strong academic performance (Finance, Economics, or Accounting preferred)
Prior full-time experience in investment banking, private equity, or consulting
Demonstrated mastery of financial modeling, valuation, and researchExcellent project management, leadership, and organizational skills
Strong written and verbal communication abilities, including client‑facing presentations
Entrepreneurial mindset with a proven ability to lead teams in a fast‑paced environment
High attention to detail and strong commitment to quality
Permanent U.S. work authorization required (FT Partners will not sponsor work visas).
Why FT Partners?
Senior leaders from Goldman Sachs, Morgan Stanley, JP Morgan, Evercore, and other top firms
Recognized as Investment Bank of the Year / Boutique of the Year
Experience across billion‑dollar M&A and early‑stage VC transactions
Unmatched deal flow and premier client base
Direct access to world‑class executives and leading investors
Clear career progression, competitive compensation, and significant leadership responsibility
Collaborative, entrepreneurial culture within a rapidly growing firm
Selected Transactions
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’ $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 $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 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 recruiting@ftpartners.com
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San Francisco or New York City
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, 250+ 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 other well-known banks.
Role Description As a Sponsor Coverage Associate, you will take on a leadership role within a small, high-performing team focused on private equity and growth investor coverage in FinTech. You will not only execute on live transactions, investor initiatives, and thought‑leadership content, but also drive project execution, manage junior team members, and set the tone for team culture and performance. Associates are expected to own workstreams end-to-end — from investor targeting and portfolio analysis through to client presentations and strategic recommendations. You will oversee LBO modeling, business development initiatives, and market research efforts, ensuring all deliverables are of the highest quality and deadlines are consistently met. This role provides unparalleled exposure to senior private equity professionals, portfolio company executives, and FT Partners’ senior bankers. Associates play a pivotal part in shaping client strategy and deepening the firm’s relationships across the global investor landscape, while simultaneously developing the skills required to advance into VP and leadership roles at FT Partners.
Unique Opportunities This is a rare opportunity to lead within the only investment bank exclusively dedicated to FinTech. From your first day, you will be entrusted to manage projects, coach and develop junior talent, and represent the firm in direct interactions with senior executives. The Associate role offers a fast track to becoming a trusted advisor while also helping shape the team’s culture and growth.
Responsibilities
Lead investor coverage and outreach initiatives across FT Partners’ private equity and growth equity investor base
Manage data‑driven business development strategies, ensuring effective prioritization and execution against these important initiatives
Supervise and review junior team members’ analyses, financial models, and research deliverables
Produce and publish high-quality insights on private equity investment trends, valuation dynamics, and FinTech M&A activity
Collaborate with Senior MDs across IBD, Capital Markets, Research, Business Development, and other groups on live deals, outbound coverage and other special projects
Manage buy‑side advisory mandates, including idea generation and portfolio company strategic reviews
Engage directly with senior FinTech investors, portfolio company CEOs, and FT Partners senior bankers
Contribute to and shape team culture, setting a tone of collaboration, high performance, and professional development
Qualifications
Bachelor’s or Master’s degree; strong academic performance (Finance, Economics, or Accounting preferred)
Prior full-time experience in investment banking, private equity, or consulting
Demonstrated mastery of financial modeling, valuation, and researchExcellent project management, leadership, and organizational skills
Strong written and verbal communication abilities, including client‑facing presentations
Entrepreneurial mindset with a proven ability to lead teams in a fast‑paced environment
High attention to detail and strong commitment to quality
Permanent U.S. work authorization required (FT Partners will not sponsor work visas).
Why FT Partners?
Senior leaders from Goldman Sachs, Morgan Stanley, JP Morgan, Evercore, and other top firms
Recognized as Investment Bank of the Year / Boutique of the Year
Experience across billion‑dollar M&A and early‑stage VC transactions
Unmatched deal flow and premier client base
Direct access to world‑class executives and leading investors
Clear career progression, competitive compensation, and significant leadership responsibility
Collaborative, entrepreneurial culture within a rapidly growing firm
Selected Transactions
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’ $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 $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 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 recruiting@ftpartners.com
#J-18808-Ljbffr