2027 Equity Research Summer Analyst

Financial Technology PartnersSan Francisco, CA
Onsite

About The Position

Financial Technology Partners is seeking Equity Research Summer Analysts to provide research support for our Senior Research Analysts. FT Partners is a successful boutique investment bank on Wall Street, headquartered in San Francisco with offices in NYC and London. We specialize in the high-growth Financial Technology sector, offering a full suite of financial and strategic advisory services. The firm is a global, 200+ employee organization with a collegial and energetic culture, where every member is expected to contribute to the Firm’s success. Senior bankers have prior experience at prestigious firms like Goldman Sachs, Morgan Stanley, JP Morgan, Evercore, and Barclays.

Requirements

  • Undergraduate or Master students with a graduation date of December 2027 - June 2028
  • 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
  • Demonstrates ability to effectively integrate AI-powered tools into daily workflows to increase efficiency and maximize outputs
  • U.S. work authorization required.
  • 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
  • Access to world-class executives at high-growth companies
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