2026 Equity Research Summer Analyst
About The Position
Equity Research Summer Analyst – FinTech Investment Banking Position: Financial Technology Partners is seeking Equity Research Summer Analysts. Firm Overview FT 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. We are a global firm with 200+ professionals that prides itself on promoting 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, Morgan Stanley, 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.
Requirements
- Undergraduate or Master students with a graduation date of December 2026 - June 2027
- 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
- U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future
- 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 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
Nice To Haves
- Internship experience in equity research, investment banking, and/or the FinTech industry is preferred
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
Benefits
- Excellent career path, strong and competitive compensation
