2027 Summer Analyst, Investment Banking (San Francisco)

Financial Technology PartnersSan Francisco, CA
5d$110,000

About The Position

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 250+ 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. Our Summer Analyst program begins in June 2027 and requires an 8-week minimum commitment. Summer Analysts are included in all aspects of a transaction from origination to closing. They work directly with senior investment bankers and are responsible for the day-to-day activities of each transaction. Responsibilities include: financial modeling, company valuation, financial performance analysis, corporate and industry research, due diligence, strategic analyses of companies, preparation of marketing and presentation materials, management presentations and offering memorandums.

Requirements

  • Undergraduate or Master students with a graduation date of December 2027 – June 2028
  • Finance or Accounting major preferred
  • Minimum 3.7 cumulative GPA
  • 1400 SAT / 30 ACT strongly preferred
  • Excellent problem solving and analytic ability
  • Strong work ethic and a drive for perfection
  • Ability to perform under pressure amid tight deadlines
  • Team player, self-motivated, and entrepreneurial
  • Strong quantitative and technical skills
  • Strong data management and research skills
  • Maturity and poise to work directly with client executives
  • Attention to detail, strong writing and verbal communication skills
  • Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future

Nice To Haves

  • Prior finance and/or accounting internship experience ideal

Responsibilities

  • financial modeling
  • company valuation
  • financial performance analysis
  • corporate and industry research
  • due diligence
  • strategic analyses of companies
  • preparation of marketing and presentation materials
  • management presentations
  • offering memorandums

Benefits

  • Excellent career path, strong and competitive compensation
  • Unparalleled deal flow with premier client base
  • Access to world-class executives at high-growth companies
  • Dominant footprint in the one of largest sectors: financial technology
  • Top-notch financial sponsor relationships
  • Close-knit, rapidly growing team
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