2027 Summer Associate, Investment Banking (US)

Financial Technology Partners • Schenectady, NY

5d • Onsite

About The Position

Financial Technology Partners (FT Partners) is a premier investment banking firm dedicated exclusively to the financial technology sector. 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+ person 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, Qatalyst, Guggenheim and Barclays.

Requirements

• Currently enrolled in a top-tier business school, graduating by summer of 2028
• Bachelor’s degree with a minimum GPA of 3.5
• Proven capability to lead and manage projects effectively
• Exceptional organizational, execution, and time management skills, with keen attention to detail
• Strong relationship management skills, with the ability to interact at all organizational levels
• Excellent presentation skills, adaptable to both large and small group settings
• Strategic thinker with robust analytical capabilities
• Proven quantitative and technical expertise, proficient in Excel and PowerPoint
• Entrepreneurial mindset, ready to tackle complex tasks and challenges
• Demonstrates ability to effectively integrate AI-powered tools into daily workflows to increase efficiency and maximize outputs
• Strong work ethic, self-discipline, and motivation
• U.S. work authorization required at the time of application; FT Partners does not sponsor work visas
• Exceptional written and verbal communication skills, with the ability to produce high-impact materials
• Executive presence and ability to command a room
• Maturity and professionalism in interactions with client executives
• Effective participation in both internal and external meetings
• Collaborative team player who fosters a positive team environment, keeps commitments, inspires trust and upholds ethical standards and firm values
• Ability to thrive under pressure and meet tight deadlines, with effective prioritization and planning skills
• Commitment to the long-term development of self and others through coaching

Responsibilities

• Included in all aspects of a transaction from origination to closing.
• Extensive financial modeling and analysis.
• Company valuation.
• Corporate and industry research.
• Strategic analysis and recommendations.
• Identification of business development opportunities.
• Due diligence.
• Preparation of client presentation materials.
• Identification of potential corporate and financial sponsors, buyers, and investors.
• Work closely with senior investment bankers, managing day-to-day deal activities.
• Oversee and mentor Analysts.

Benefits

• Clear career progression and competitive compensation packages

What This Job Offers

• Career Level: Mid Level