2027 Summer Associate, Investment Banking (US)

About the Role

Financial Technology Partners (FT Partners) is seeking Summer Investment Banking Associates for an 8-week program beginning in June 2027. This role is based in San Francisco and New York. Summer Associates are included in all aspects of a transaction from origination to closing.

Key Responsibilities

• Extensive financial modeling and analysis
• Company valuation
• Corporate and industry research
• Strategic analysis and recommendations
• Identification of business development opportunities
• Due diligence
• Preparation of client presentation materials
• Identification of potential corporate and financial sponsors, buyers, and investors
• Work closely with senior investment bankers, managing day-to-day deal activities
• Oversee and mentor Analysts

Requirements & Tech Stack

• Excel
• PowerPoint
• Proven quantitative and technical expertise
• Ability to effectively integrate AI-powered tools into daily workflows to increase efficiency and maximize outputs

Qualifications

• Currently enrolled in a top-tier business school, graduating by summer of 2028
• Bachelor’s degree with a minimum GPA of 3.5
• Proven capability to lead and manage projects effectively
• Exceptional organizational, execution, and time management skills, with keen attention to detail
• Strong relationship management skills, with the ability to interact at all organizational levels
• Excellent presentation skills, adaptable to both large and small group settings
• Strategic thinker with robust analytical capabilities
• Entrepreneurial mindset, ready to tackle complex tasks and challenges
• Strong work ethic, self-discipline, and motivation
• U.S. work authorization required at the time of application
• Exceptional written and verbal communication skills, with the ability to produce high-impact materials
• Executive presence and ability to command a room
• Maturity and professionalism in interactions with client executives
• Effective participation in both internal and external meetings
• Collaborative team player who fosters a positive team environment, keeps commitments, inspires trust and upholds ethical standards and firm values
• Ability to thrive under pressure and meet tight deadlines, with effective prioritization and planning skills
• Commitment to the long-term development of self and others through coaching

Firm Overview

Financial Technology Partners (FT Partners) is a premier investment banking firm dedicated exclusively to the financial technology sector. Headquartered in San Francisco with additional offices in NYC and London, FT Partners has advised on significant transactions in the high-growth Financial Technology sector. FT Partners offers a full suite of financial and strategic advisory services, including merger and acquisition advisory, private capital raising, and capital markets advisory. The firm is a 200+ person global entity with a collegial and energetic culture.