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2028 Investment Banking Summer Analyst (SF)
Location: Please submit only ONE application: New York OR San Francisco
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 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+ 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 2028 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 2028 – June 2029
Finance or Accounting major preferred
Minimum 3.7 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 written and verbal communication skills
Demonstrates ability to effectively integrate AI-powered tools into daily workflows to increase efficiency and maximize outputs
Permanent 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, 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 one of the largest sectors: financial technology
Top-notch financial sponsor relationships
Close-knit, rapidly growing team
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 $1.3 billion Financing at a $33 billion Valuation
Finicity’s $1 billion Sale to Mastercard
Velocity Global’s $400 million Series B Financing
SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
Bilt’s $200 million Financing at a $3.1 billion Valuation
Newfront’s $200 million Financing at a $2.2 billion Valuation
Lumin Digital’s $160 million Growth Financing
CloudWalk’s $150 million Financing at a ~$2.2 billion Valuation
To ensure a fair and transparent recruitment process, please do not use GenAl tools during interviews. Failure to adhere to these guidelines may result in disqualification from the recruitment process.
The annual salary for this position at commencement of employment is $110,000/year. 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.