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2025 Summer Analyst, Investment Banking (New York)

Financial Technology Partners
New York, NY Full Time
POSTED ON 1/31/2024 CLOSED ON 4/1/2024

What are the responsibilities and job description for the 2025 Summer Analyst, Investment Banking (New York) position at Financial Technology Partners?

2025 Investment Banking Summer Analyst (NY)

Position: Financial Technology Partners is seeking Investment Banking Summer Analysts for Summer 2025.

Firm Overview

Financial Technology Partners is one of the most successful boutique investment banks on Wall Street.  Headquartered in San Francisco with additional offices in New York 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 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.

Role Description

Our Summer Analyst program begins in June 2025 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.

General Qualifications

  • Undergraduate or Master students with a graduation date of December 2025 – June 2026
  • Finance or Accounting major preferred
  • Minimum 3.5 Cumulative GPA
  • 1400 SAT / 30 ACT strongly preferred
  • Prior finance and/or accounting internship experience ideal
  • 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

Team Player

  • Team player who can contribute to building a positive team spirit, keeps commitments, inspires the trust of others, works with integrity and ethically, and upholds firm values
  • Ability to perform under pressure, amid tight deadlines; can effectively prioritize and plan
  • Collaborative across teams and levels, both internally and externally
  • Understands coaching for long-term development of self and others  

Why FT Partners?

  • Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Evercore and Barclays
  • Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others)
  • Executing both billion dollar and early stage / high-growth VC transactions
  • 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 
  • Ranked the #1 Investment Banking Internship Program for 2022 & 2023 in the Firsthand (Vault) annual survey! 

Selected transactions include advising:

  • Divvy's $2.5 billion Sale to Bill.com
  • GreenSky’s $2.2 billion Sale to Goldman Sachs
  • Forge’s $2 billion Merger with Motive Capital Corp.
  • Truebill’s $1.3 billion Sale to Rocket Companies
  • Revolut's $800 million Financing at a $33 billion Valuation
  • Payrix’ ~$800 million Sale to FIS
  • Cross River’s $620 million Series D Financing
  • Velocity Global’s $400 million Series B Financing
  • SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
  • Neon’s $300 million Series D Financing
  • Upgrade’s $280 million Series F Financing at a $6 billion Valuation
  • Mambu’s ~$266 million Series E Financing at a ~$5.5 billion Valuation
  • Newfront’s $200 million Financing at a $2.2 billion Valuation
  • CloudWalk’s $150 million Financing at a ~$2.2 billion Valuation

The annual salary for this position at commencement of employment is expected to be between $100,000 - $110,000/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.

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