2027 Full-time Associate, Investment Banking – San Francisco

Financial Technology Partners•San Francisco, CA

7d•Hybrid

About The Position

Financial Technology Partners is seeking Full-Time Investment Banking Associates to begin in July 2027 in San Francisco. FT Partners is a successful boutique investment bank specializing in the high-growth Financial Technology sector, offering merger and acquisition advisory, private capital raising, and capital markets advisory. The firm is a 200+ global entity with offices in San Francisco, NYC, and London, known for its collegial and energetic culture. Senior bankers have prior experience at firms like Goldman Sachs, JP Morgan, Evercore, and Barclays. The firm operates on a hybrid work model, requiring three days in the office and two days remote.

Requirements

Currently enrolled in a top-tier business school, graduating by summer of 2027.
Bachelor’s degree with a minimum GPA of 3.5.
Proven capability to lead and manage projects effectively.
Exceptional organizational, execution, and time management skills, with keen attention to detail.
Strong relationship management skills, with the ability to interact at all organizational levels.
Excellent presentation skills, adaptable to both large and small group settings.
Strategic thinker with robust analytical capabilities.
Proven quantitative and technical expertise, proficient in Excel and PowerPoint.
Entrepreneurial mindset, ready to tackle complex tasks and challenges.
Strong work ethic, self-discipline, and motivation.
U.S. work authorization required at the time of application; FT Partners does not sponsor work visas.
Exceptional written and verbal communication skills, with the ability to produce high-impact materials.
Effective participation in both internal and external meetings.
Maturity and professionalism in interactions with client executives.
Executive presence and ability to command a room.
Collaborative team player who fosters a positive team environment, keeps commitments, inspires trust and upholds ethical standards and firm values.
Ability to thrive under pressure and meet tight deadlines, with effective prioritization and planning skills.
Commitment to the long-term development of self and others through coaching.

Responsibilities

Play a pivotal role in originating and executing live transactions.
Conduct extensive financial modeling and analysis.
Perform company valuation.
Conduct corporate and industry research.
Provide strategic analysis and recommendations.
Identify business development opportunities.
Manage due diligence processes.
Prepare client presentation materials.
Identify potential corporate and financial sponsors, buyers, and investors.
Work closely with senior investment bankers.
Manage day-to-day deal activities.
Oversee and mentor analysts.
Provide leadership and mentorship to Analysts.
Actively participate in the recruitment, training, and professional development of Analysts.