Financial Technology Partners
2027 Summer Analyst, Investment Banking (San Francisco)
Financial Technology Partners, San Francisco, California, United States, 94199
2027 Summer Analyst, Investment Banking (San Francisco)
2027 Investment Banking Summer Analyst (SF)
Location:
Please submit only ONE application: New York OR San Francisco
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, JP Morgan, Evercore and Barclays.
Our Summer Analyst program begins in June 2027 and requires an 8‑week minimum commitment. Summer Analysts are included in all aspects of a transaction from origination to closing. They work directly with senior investment bankers and are responsible for the day‑to‑day activities of each transaction. Responsibilities include:
Financial modeling
Company valuation
Financial performance analysis
Corporate and industry research
Due diligence
Strategic analyses of companies
Preparation of marketing and presentation materials
Management presentations and offering memorandums
General Qualifications:
Undergraduate or Master students with a graduation date of December 2027 – June 2028
Finance or Accounting major preferred
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 writing 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
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 one of the largest sectors: financial technology
Top‑notch financial sponsor relationships
Close‑knit, rapidly growing team
Selected transactions include advising:
Deribit’s $4.3 billion Sale to Coinbase
Divvy's $2.5 billion Sale to Bill.com
AvidXchange’s $2.2 billion Sale to TPG & Corpay
GreenSky’s $2.2 billion Sale to Goldman Sachs
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
Intermex’s $500 million Sale to Western Union
SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
Bilt’s $250 million Financing at a $10.75 billion Valuation
Lumin Digital’s $200 million Growth Financing
Stash’s $146 million Series H Financing
CloudWalk’s $150 million Financing at a ~$2.2 billion Valuation
The annual salary for this position at commencement of employment is $110,000/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.
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Location:
Please submit only ONE application: New York OR San Francisco
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, JP Morgan, Evercore and Barclays.
Our Summer Analyst program begins in June 2027 and requires an 8‑week minimum commitment. Summer Analysts are included in all aspects of a transaction from origination to closing. They work directly with senior investment bankers and are responsible for the day‑to‑day activities of each transaction. Responsibilities include:
Financial modeling
Company valuation
Financial performance analysis
Corporate and industry research
Due diligence
Strategic analyses of companies
Preparation of marketing and presentation materials
Management presentations and offering memorandums
General Qualifications:
Undergraduate or Master students with a graduation date of December 2027 – June 2028
Finance or Accounting major preferred
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 writing 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
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 one of the largest sectors: financial technology
Top‑notch financial sponsor relationships
Close‑knit, rapidly growing team
Selected transactions include advising:
Deribit’s $4.3 billion Sale to Coinbase
Divvy's $2.5 billion Sale to Bill.com
AvidXchange’s $2.2 billion Sale to TPG & Corpay
GreenSky’s $2.2 billion Sale to Goldman Sachs
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
Intermex’s $500 million Sale to Western Union
SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
Bilt’s $250 million Financing at a $10.75 billion Valuation
Lumin Digital’s $200 million Growth Financing
Stash’s $146 million Series H Financing
CloudWalk’s $150 million Financing at a ~$2.2 billion Valuation
The annual salary for this position at commencement of employment is $110,000/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.
#J-18808-Ljbffr