2028 Summer Analyst, Investment Banking (San Francisco)

Financial Technology Partners•San Francisco, CA
•Onsite

About The Position

Financial Technology Partners (FT Partners) is a boutique investment bank focused on the financial technology sector, with offices in San Francisco, New York City, and London. The firm provides merger and acquisition advisory, private capital raising, and capital markets advisory services. It is a global firm of more than 200 employees with a collegial, energetic culture in which employees are expected to contribute meaningfully to the firm's success. The 2028 Summer Analyst program begins in June 2028 and requires a minimum eight-week commitment. Summer Analysts participate in all aspects of transactions, from origination through closing, work directly with senior investment bankers, and handle day-to-day transaction activities. The role is based in San Francisco. Applicants must have permanent U.S. work authorization; FT Partners does not sponsor work visas at application or in the future. The position offers a stated annual salary of $110,000 at commencement. Employment is at will, and the company may modify salary or other discretionary compensation programs. FT Partners is an equal opportunity employer committed to diversity and inclusion. Applicants are asked not to use generative AI tools during interviews; failure to follow this guidance may result in disqualification.

Requirements

  • Be an undergraduate or master's student graduating between December 2028 and June 2029.
  • Minimum cumulative GPA of 3.7.
  • Excellent problem-solving and analytical ability.
  • Strong work ethic and a drive for perfection.
  • Ability to perform under pressure amid tight deadlines.
  • Team-oriented, 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 and strong written and verbal communication skills.
  • Permanent U.S. work authorization; visa sponsorship is not available.

Nice To Haves

  • Finance or accounting major preferred.
  • Prior finance and/or accounting internship experience is ideal.
  • SAT score of 1400 or ACT score of 30 strongly preferred.

Responsibilities

  • Participate in transactions from origination through closing and perform day-to-day transaction activities.
  • Build financial models and conduct company valuations and financial performance analyses.
  • Conduct corporate and industry research and due diligence.
  • Perform strategic analyses of companies.
  • Prepare marketing and presentation materials, management presentations, and offering memorandums.
  • Effectively integrate AI-powered tools into daily workflows to increase efficiency and maximize outputs.
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