Demo

FinTech Research Analyst

Financial Technology Partners
San Francisco, CA Full Time
POSTED ON 2/26/2025
AVAILABLE BEFORE 4/26/2025

FinTech Research Analyst

FT Partners

San Francisco, CA

Hybrid model: 3 days in office, 2 days work from home

This is an unparalleled opportunity to work at an elite investment bank. Analysts on the Research team will focus on the production of FinTech industry research publications including reports on key sector and regional trends as well as capital raising, IPO and M&A deal activity, in addition to creating transaction case studies, and facilitating interviews with CEOs / executives, video conferences and more. Our research and analysis has been featured on Bloomberg, the Wall Street Journal, Dow Jones, and the Financial Times and is regularly viewed by CEOs and industry leaders. FT Partners' unique insight into FinTech is a direct result of successfully executing hundreds of transactions combined with over 20 years of exclusive focus on the FinTech sector. In this role, you will work side-by-side with the Business Development and Investment Banking deal teams.

What are the unique opportunities of this role? 

Research Analysts will learn a significant amount about the FinTech industry, the investment banking process, as well as the "in and outs" of the M&A and private company capital raising. Because we are a boutique investment bank, you will also gain significant exposure to senior investment banking professionals and cutting-edge financial technology companies. There are significant opportunities to take on additional responsibility over time as specialized knowledge is gained, including supporting investment banking deal teams with high-impact research. 

  • Research key FinTech sectors, regions, trends and significant M&A and private company capital raising transactions
  • Create high-quality / high-visibility reports utilizing both effective written and graphical presentation skills
  • Thoroughly edit and review content to ensure publishing and journalistic standards
  • Maintain and manage proprietary database of FinTech companies and transactions and develop key analysis using the data
  • Create and assist in the execution of marketing strategies for the firm and facilitate dialog with key internal stakeholders and external CEO/CFO/Board level contacts
  • Develop subject matter expertise in the FinTech industry
  • Learn and apply basic financial analysis concepts and skills
  • Gain valuable first-hand experience with Investment Banking concepts and exposure to senior level investment banking team members

Qualifications

  • The start date for this position is immediate
  • 1 – 3 years experience
  • All degrees considered, Finance, Economics or Accounting preferred
  • GPA 3.30 or greater
  • Strong interest in finance, consulting, research, and FinTech
  • Exceptional writing and verbal communication skills
  • Strong work ethic and a drive for excellence
  • Team player, self-motivated, and entrepreneurial
  • Strong project management and research skills
  • High attention to detail
  • U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future. 

Why FT Partners?

  • Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Raymond James, and Evercore
  • 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  

Selected transactions include advising:

  • Payoneer's $3.8 billion Merger with FTAC Olympus Acquisition Corp.
  • Divvy's $2.5 billion Sale to Bill.com
  • GreenSky’s $2.2 billion Sale to Goldman Sachs
  • TrueBill’s $1.3 billion Sale to Rocket Companies
  • Revolut's $1.3 billion Financing at a $33 billion Valuation
  • Currencycloud’s $1 billion Sale to Visa
  • Mollie's $800 million Financing
  • AvidXchange's ~$400 million 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
  • CloudWalk’s $150 Series C Financing at a $2.2 billion Valuation
  • Bilt’s $200 million Financing at a $3.1 billion Valuation
  • Newfront’s $200 million Financing at a $2.2 billion Valuation
  • Acorns Acquisition of GoHenry

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. If you require reasonable accommodation as part of the application process, please contact recruiting@ftpartners.com.

Salary : $150

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a FinTech Research Analyst?

Sign up to receive alerts about other jobs on the FinTech Research Analyst career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$74,251 - $94,899
Income Estimation: 
$94,976 - $121,572
Income Estimation: 
$108,514 - $171,238
Income Estimation: 
$63,474 - $77,545
Income Estimation: 
$75,004 - $94,003
Income Estimation: 
$75,004 - $94,003
Income Estimation: 
$95,426 - $117,847
Income Estimation: 
$95,426 - $117,847
Income Estimation: 
$115,392 - $147,123
Income Estimation: 
$115,392 - $147,123
Income Estimation: 
$153,719 - $192,342
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Financial Technology Partners

Financial Technology Partners
Hired Organization Address New York, NY Full Time
Jr. Paralegal – Litigation Position: Financial Technology Partners is seeking a Jr. Paralegal to support the firm’s lega...
Financial Technology Partners
Hired Organization Address San Francisco, CA Full Time
Position: FinTech Strategy and Business Development Analyst Location: San Francisco (In-Office 3 Days a Week) Firm Overv...

Not the job you're looking for? Here are some other FinTech Research Analyst jobs in the San Francisco, CA area that may be a better fit.

FinTech Strategy and Business Development Analyst

Financial Technology Partners, San Francisco, CA

Legal Counsel

Financial Analyst, San Francisco, CA

AI Assistant is available now!

Feel free to start your new journey!