2028 Summer Analyst, Investment Banking (San Francisco)

Financial Technology Partners • San Francisco, CA

1d

About The Position

Financial Technology Partners is hiring a 2028 Summer Analyst for its San Francisco investment banking team. The 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 covers financial modeling and valuation, financial analysis, research, due diligence, strategic analysis, and preparation of client and transaction materials.

Financial Technology Partners is a boutique investment bank focused on the financial technology sector, with offices in San Francisco, New York, and London. The firm provides merger and acquisition advisory, private capital raising, and capital markets advisory services. It describes itself as a collegial, energetic, rapidly growing global firm of more than 200 employees, where all team members are expected to contribute meaningfully.

Requirements

• Be an undergraduate or master's student graduating between December 2028 and June 2029.
• Have a minimum cumulative GPA of 3.7.
• Have permanent U.S. work authorization; the firm will not sponsor work visas at application or in the future.
• Demonstrate excellent problem-solving and analytical ability.
• Have a strong work ethic and drive for perfection.
• Be able to perform under pressure and meet tight deadlines.
• Be a team player who is self-motivated and entrepreneurial.
• Have strong quantitative and technical skills.
• Have strong data management and research skills.
• Demonstrate maturity and poise when working directly with client executives.
• Have attention to detail and strong written and verbal communication skills.
• Demonstrate the ability to integrate AI-powered tools into daily workflows to increase efficiency and maximize outputs.

Nice To Haves

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

Responsibilities

• Participate in all aspects of transactions, from origination to closing.
• Handle day-to-day activities for transactions while working directly with senior investment bankers.
• Perform financial modeling, company valuation, and financial performance analysis.
• Conduct corporate and industry research and due diligence.
• Develop strategic analyses of companies.
• Prepare marketing and presentation materials, management presentations, and offering memorandums.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed