2025 Research and Business Development Summer Analyst
Location: San Francisco
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 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.
Role Description
The Research and Business Development Summer Analyst internship is an 8-week program that begins in June 2025. Summer Analysts within Research and Business Development will learn a significant amount about the investment banking process as well as the "in and outs" of the merger and the acquisition and private capital raising processes. Summer Analysts will perform a wide array of strategic and operational activities in a fast-paced, high-profile environment. As a member of our team, you will conduct due diligence on potential investment banking opportunities including financial, valuation, and market sizing analyses.
Furthermore, you will leverage extensive market data to first identify and then publish insights on the key trends and topics influencing the FinTech ecosystem. This position presents an exceptional opportunity for our Summer Analysts to hone and develop their financial modeling, data analytics, business strategy, and interpersonal skills, while also interfacing with the most prominent CEOs, Founders, and Investors in FinTech. By design, this role equips interns with the essential tools and expertise to return full-time and emerge as future leaders in the space. If you are determined, ambitious, and passionate about FinTech – we would love to meet you!
What are the unique opportunities of this role?
This is an unparalleled opportunity to work at an elite investment bank – and the only one exclusively dedicated to FinTech. From day one you will be on the front lines meeting with C-Suite level professionals from the top FinTech and Crypto companies as you assess product-market-fit, perform in-depth financial due-diligence, and conduct broader market research.
In this role, you will:
- Perform due-diligence on high-growth FinTech companies including conducting various valuation analyses (e.g. DCFs, public comparables, precedent transactions) for companies across FinTech verticals and business models
- Meet with FinTech founders, venture capitalists, private equity firms, and traditional finance executives in order to understand strategy, product roadmaps, acquisition interests, and capital raising / liquidity needs
- Leverage FT Partners’ proprietary database and alternative data sources to identify emerging trends in FinTech
- Research significant M&A and private capital raising transactions and publish high-quality / high-visibility reports
- Develop high-impact, market facing deliverables including sell-side pitches, views on market trends, and analyses of investment / acquisition activity across FinTech
- Assist senior bankers in developing and implementing business development strategies and facilitating dialogue with CEO/CFO/Board level contacts
Qualifications
- Undergraduate or Master students with a graduation date of December 2025 - June 2026
- All degrees considered, Finance, Economics or Accounting preferred
- Minimum 3.40 cumulative GPA
- Strong interest in financial analysis, research, and FinTech
- Exceptional writing and verbal communication skills
- Strong work ethic and a drive for excellence
- Team player, self-motivated, and entrepreneurial
- Strong data management and research skills
- Maturity and poise to work directly with C-Suite level professionals
- High attention to detail
- 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 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 $85,000/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.
Process Details
- Interviews begin January 8, 2025
- Interviews proceed on a rolling basis until all seats filled
- San Francisco-based only
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.
