2027 July Strategic Insights Full Time Analyst (San Francisco)

Financial Technology PartnersSan Francisco, CA
Onsite

About The Position

Financial Technology Partners is seeking Full-Time Strategic Insights Analysts to begin in July 2027 in San Francisco. 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 200+ 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. Analysts within Strategic Insights 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 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 Analysts with the essential tools and expertise to emerge as future leaders in the space. If you are determined, ambitious, and passionate about FinTech – we would love to meet you!

Requirements

  • Undergraduate or Master students graduated by June 2027
  • 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.

Responsibilities

  • 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
  • Work side-by-side with deal teams in helping to assess valuation, product differentiation, and investor / buyer rationales
  • Develop high-impact, client 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

Benefits

  • strong and competitive compensation
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