2027 Full-time Associate, Investment Banking

About the Role

Financial Technology Partners is seeking Full-Time Investment Banking Associates to begin in July 2027 in San Francisco. As an Investment Banking Associate, you will play a pivotal role in originating and executing live transactions. Associates will work closely with senior investment bankers, managing day-to-day deal activities and overseeing and mentoring analysts.

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 significant transactions in the high-growth Financial Technology sector. The firm offers a full suite of financial and strategic advisory services, including merger and acquisition advisory, private capital raising, and capital markets advisory. FT Partners is a 200+ global firm with a collegial and energetic culture.

Key Responsibilities

• Originate and execute live transactions.
• Conduct extensive financial modeling and analysis.
• Perform company valuation.
• Undertake corporate and industry research.
• Provide strategic analysis and recommendations.
• Identify business development opportunities.
• Manage due diligence processes.
• Prepare client presentation materials.
• Identify potential corporate and financial sponsors, buyers, and investors.
• Work closely with senior investment bankers.
• Manage day-to-day deal activities.
• Oversee and mentor analysts.
• Provide leadership and mentorship to Analysts, actively participating in their recruitment, training, and professional development.

Requirements & Tech Stack

• Microsoft Excel
• Microsoft PowerPoint

Qualifications

• Currently enrolled in a top-tier business school, graduating by summer of 2027.
• 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.
• Proven quantitative and technical expertise.
• 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.

Communication Skills

• Exceptional written and verbal communication skills, with the ability to produce high-impact materials.
• Effective participation in both internal and external meetings.
• Maturity and professionalism in interactions with client executives.
• Executive presence and ability to command a room.

Team Player Attributes

• 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.