Equity Research Associate – FinTech

Equity Research Associate – Fin Tech

Location: San Francisco, CA (preferred);
New York, NY also considered
Team: Equity Research
Firm: Financial Technology Partners (FT Partners)

Financial Technology Partners (FT Partners) is the only investment bank focused exclusively on the dynamic and rapidly growing financial technology (Fin Tech) sector. Founded by senior Goldman Sachs alumni, FT Partners is consistently recognized as a top-tier advisor, having been awarded "Investment Banking Firm of the Year" and "Dealmaker of the Year" by M&A Advisor.

Our firm combines deep sector knowledge with world‑class execution and is uniquely positioned at the intersection of technology and finance. With a commitment to excellence, innovation, and industry thought leadership, we continue to expand our platform—including our growing Equity Research division, which delivers cutting‑edge insights into the Fin Tech landscape.

We are seeking a highly motivated Equity Research Associate to join our growing research team. This role provides a unique opportunity to gain deep exposure to the Fin Tech ecosystem while contributing to the build-out of a differentiated research product in a fast‑paced, entrepreneurial environment.

This role could allow for rapid expansion of responsibility, as the Associate will work closely with the entire equity research team, the investment banking team, and FT Partners' leadership to generate high-quality, actionable research and support institutional investor engagement. This includes financial modeling, thematic analysis, industry forecasting, and client interaction.

• Support coverage of Fin Tech companies and industry subsectors.
• Build and maintain robust financial models, including earnings forecasts, valuations (DCF, comps), and scenario planning.
• Conduct in-depth company and sector research using public filings, proprietary data, and third‑party sources.
• Analyze market, competitive, and regulatory trends that influence investment outlooks.
• Author high-quality research reports, investment recommendations, and thematic pieces.

• Communicate investment ideas and research findings to institutional clients, internal stakeholders, and sales/trading teams.
• Prepare and present materials for client meetings, industry events, roadshows, and conferences.
• Serve as a point of contact for client inquiries and relationship management.

• Bachelor's degree in Finance, Accounting, Economics, or a related field is required.
• MBA or CFA designation (or candidacy) is a plus.

• 2–4 years of experience in equity research, investment banking, consulting, or asset management.

• Advanced proficiency in Excel and PowerPoint.
• Strong understanding of financial modeling, accounting, and valuation methodologies.
• Familiarity with industry data platforms and tools (e.g., Bloomberg, Fact Set, Capital IQ).

• Exceptional written and verbal communication skills.
• Strong attention to detail and ability to synthesize complex data into actionable insights.
• Entrepreneurial mindset with a proactive, self-starter attitude.
• Ability to thrive in a fast‑paced, high-performance culture.
• Strong interest in—and knowledge of—the Fin Tech ecosystem.

SIE, Series 7, 63, 86, and 87 exams passed (or willingness to obtain them promptly upon hire).

• Be part of a pioneering research team at the leading Fin Tech investment bank.
• Gain unmatched exposure to industry-defining companies and deals.
• Work closely with top-tier senior professionals and a fast-growing global team.
• Enjoy a meritocratic environment with clear growth paths and mentorship opportunities.

Compensation: 160–200k total comp

FT Partners is an equal opportunity employer. Applicants must be authorized to work in the U.S. We do not sponsor visas at this time.

Selected transactions include advising:
Deribit's $4.3 billion Sale to Coinbase;
Divvy's $2.5 billion Sale to ;
Avid Xchange's $2.2 billion Sale to TPG & Corpay;
Green Sky's $2.2 billion Sale to Goldman Sachs;
Truebill's $1.3 billion Sale to Rocket Companies;
Revolu…