Job Description

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 250+ 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 , Morgan Stanley , JP Morgan , Evercore , and many more.

Role Description

The Analyst will be responsible for conducting in-depth research and analysis in the FinTech and financial sectors, focusing on the private capital markets ecosystem. This role will require data extraction, investor profiling, and managing proprietary databases. Responsibilities also include tracking key developments in private equity and venture capital, institutional investment trends, and public markets activity.

In This Role, You Will

• Track and analyze investor information and feedback on live transactions.
• Conduct comprehensive investor profiling and tracking of major developments in the private capital markets.
• Research on the largest institutional investment platforms and map their various strategies and pools of capital.
• Profile key individuals, including senior partners and deal leads and gather information on professional backgrounds, roles, and investment experience.
• Analyze term sheets and other materials received from investors.
• Manage and maintain investor databases, ensuring accuracy and relevance.
• Deliver assigned Key Result Areas (KRAs) within the specified time frame and with 100% accuracy .

Skills And Qualifications

• Analytical mindset with a problem-solving approach.
• 1 – 3 years’ work experience.
• Proficient in MS Word , Excel , and PowerPoint .
• Strong interest in finance, research, and FinTech .
• Knowledge of the global capital markets ecosystem, particularly private institutional investors, is a plus.
• Excellent research and communication skills.
• Strong work ethic and a drive for excellence.
• Must be an India-based candidate, no US-based candidates please.
• B.Com (Hons.) , BBA (Finance) , MBA (Finance) .

Communication Skills

• Exceptional writing and verbal communication skills, able to prepare high-impact materials.
• Participates effectively in both internal and external meetings.
• Maturity and poise to work directly with client executives.

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 and JP Morgan
• 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 $800 million Financing at a $33 billion Valuation
• SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
• Upgrade’s $280 million Series F Financing at a $6 billion Valuation
• CAIS’ $225 million Series C Financing at a $1 billion+ Valuation
• Bilt’s $200 million Financing at a $3.1 billion valuation
• Newfront’s $200 million Financing at a $2.2 billion Valuation
• DailyPay’s $75 million Financing at a $1.8 billion Valuation
• Cart.com’s $60 million Series C Financing at $1.2 billion Valuation
• Acorn’s Acquisition of GoHenry

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