Special Executions Group – Experienced Associate (NY)

Financial Technology Partners • New York, NY

42d

About The Position

Financial Technology Partners (“FT Partners”) is seeking an Experienced Associate for its Special Executions Group (“SpecialX”).
Firm Overview
FT Partners is a leading boutique investment bank exclusively focused on the Financial Technology sector. Headquartered in San Francisco with offices in New York and London, the firm has advised on many of the most significant and high-profile transactions in global FinTech.
FT Partners provides a full suite of strategic advisory services, including M&A advisory, private capital raising, and capital markets advisory. With a 250+ banker global platform, the firm is widely recognized as the dominant advisor in one of the most dynamic and high-growth industry sectors. FT Partners combines senior-level attention, execution excellence, and unmatched sector expertise to deliver superlative outcomes for high-growth and scaled market leaders alike.
Role Description
SpecialX is FT Partners’ dedicated financial and strategic execution arm. We work alongside the investment banking teams, but our focus is distinct: ensuring that financial analysis, growth positioning, and investor materials are fully prepared to withstand sophisticated private equity and strategic buyer scrutiny.
This is an oversight-heavy, forward-looking role at the center of live transactions. The Associate will help shape how high-growth FinTech companies articulate and defend their growth story to the most sophisticated investors in the market. Rather than simply analyzing performance, this role advises on how growth should be projected, how risks should be framed, and how the financial narrative is constructed to align with how investors underwrite businesses. It requires strong financial judgment, intellectual confidence, and the ability to move seamlessly between detailed execution and strategic advisory.
The Associate will work directly with senior bankers and firm leadership, gaining meaningful exposure to transaction strategy and investor positioning at the highest levels.

Requirements

• Major in finance, accounting, economics, or related field required
• Minimum of 5 – 8 years of experience in transaction services, financial due diligence (FDD / QoE), or high-growth corporate finance roles strongly preferred
• Strong grounding in financial diligence, revenue quality analysis, forecasting, and core accounting concepts required
• Proficiency in Excel and PowerPoint
• Excellent problem-solving ability and intellectual curiosity
• Excellent attention to detail and commitment to accuracy
• Ability to build and foster relationships with senior team members, investment bankers, and clients
• Exceptional writing and verbal communication skills
• Ability to manage multiple high priority tasks and initiatives
• Prepares high impact materials
• Seamlessly leads both internal and external meetings
• Experience with managing, coaching, and leading work of junior team members
• Able to collaborate across teams and levels, both internally and externally
• Builds trusted relationships with all team members and senior stakeholders
• High-level of engagement and commitment to the firm's goals and organizational success
• Self-motivated and entrepreneurial
• Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future

Nice To Haves

• Advanced degree and / or professional qualifications strongly preferred (e.g., MSc, MBA, CPA, CFA)
• SaaS / Tech or FinTech experience strongly preferred (either as sector specialization within consulting or strategic finance roles within industry)

Responsibilities

• Own critical financial and growth workstreams across live deals, including revenue quality, cohort & retention analysis, unit economics, sales efficiency, and growth validation
• Advise bankers and management teams on how growth should be modeled, projected, and defended in front of sophisticated investors
• Identify and frame the key issues that will drive investor scrutiny, surfacing risks and shaping mitigation strategies before diligence begins
• Operate with visibility across multiple transactions, balancing deep execution on select deals with high-level oversight across broader live activity
• Set and reinforce high standards of analytical rigor and investor-grade thinking across the team, including mentorship of junior professionals
• Help strengthen and institutionalize SpecialX as a differentiated strategic capability within FT Partners

Benefits

• Excellent career path, strong and competitive compensation
• Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level