Equity Research Associate – FinTech
At a glance
Junior Investment & Corporate Development role at Financial Technology Partners. San Francisco · $200,000 OTE.
financeroles summary, based on the employer's posting.
What you'll do
- Build and update company models covering earnings, valuation, and alternative scenarios
- Research FinTech businesses and sectors using filings, proprietary information, and external sources
- Assess how market, competitor, and regulatory shifts affect investment prospects, then write reports and thematic analysis
- Present research and investment views to clients and internal teams, and prepare materials for meetings and industry events
- Handle client questions and help maintain those relationships
What you bring
- A bachelor's degree in finance, accounting, economics, or a related subject
- Two to four years in equity research, investment banking, consulting, or asset management
- Advanced Excel and PowerPoint skills, with solid grounding in accounting, valuation, and financial models
- Passed the SIE, Series 7, 63, 86, and 87 exams, or willingness to complete them soon after joining
Who this fits
This junior associate role suits someone with financial analysis experience and an interest in FinTech who can turn complex information into clear investment research. San Francisco is preferred, with New York also considered. You must be authorized to work in the United States; visa sponsorship is unavailable.
From the employer
Equity Research Associate – FinTech
Location: San Francisco, CA (preferred); New York, NY also considered
Team: Equity Research
Firm: Financial Technology Partners (FT Partners)
Company Overview
Financial Technology Partners (FT Partners) is the only investment bank focused exclusively on the dynamic and rapidly growing financial technology (FinTech) 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 FinTech landscape.
Role Summary
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 FinTech 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.
Key Responsibilities
Research & Analysis
- Support coverage of FinTech 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.
Client & Stakeholder Engagement
- 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.
Qualifications
Education
- Bachelor's degree in Finance, Accounting, Economics, or a related field is required.
- MBA or CFA designation (or candidacy) is a plus.
Experience
- 2–4 years of experience in equity research, investment banking, consulting, or asset management.
Technical Skills
- 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, FactSet, Capital IQ).
Soft Skills
- 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 FinTech ecosystem.
Licensing Requirements
SIE, Series 7, 63, 86, and 87 exams passed (or willingness to obtain them promptly upon hire).
Why Join FT Partners?
- Be part of a pioneering research team at the leading FinTech 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 Bill.com; AvidXchange's $2.2 billion Sale to TPG & Corpay; 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; Finicity's $1 billion Sale to Mastercard; Intermex's $500 million Sale to Western Union; SpotOn's $300 million Series F Financing at a $3.6 billion Valuation; Bilt's $250 million Financing at a $10.75 billion Valuation; Lumin Digital's $200 million Growth Financing; Stash's $146 million Series H Financing; CloudWalk's $150 million Financing at a ~$2.2 billion Valuation.
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.