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FinTech Equity Research Jr. Associate

FinTech Equity Research Jr. Associate

Financial Technology PartnersNew York, NY, US
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FinTech Equity Research Jr. Associate

FinTech Equity Research Jr. Associate Company : Financial Technology Partners (FT Partners) Location : New York, NY

Financial Technology Partners (FT Partners) is the leading investment banking firm dedicated exclusively to the financial technology (FinTech) sector. The firm has earned significant accolades, including "Dealmaker of the Year" and "Investment Banking Firm of the Year" from the M&A Advisor. Founded by Steve McLaughlin, a former senior banker at Goldman Sachs, FT Partners has a team of experienced professionals with backgrounds from top investment banking firms. The firm provides advisory services across various financial technology verticals, ranging from payments to blockchain, digital banking, and more.

FT Partners is seeking a highly motivated Equity Research Jr. Associate to join its Equity Research Department. This position offers direct exposure to the rapidly evolving FinTech sector and the opportunity to work closely with Senior Research Analysts on research, analysis, and client-facing projects. The role will also include mentoring and managing junior research analysts. Potential for lead coverage responsibilities over time.

Key Responsibilities :

  • Develop in-depth knowledge of the FinTech industry, including market trends, economic drivers, and technology developments.
  • Support Senior Analysts in the research process, including building and maintaining financial models, conducting fundamental analysis, and writing detailed research reports.
  • Manage and mentor junior research analysts, ensuring the team produces high-quality work.
  • Generate investment ideas and contribute to the creation of research materials, presentations, and notes on covered companies and industry topics.
  • Interact with clients, corporate management teams, and internal teams, providing insights and presenting research findings.
  • Analyze financial data and market trends to evaluate companies' financial health, valuation, and market potential.

Qualifications :

  • Education : Bachelor's degree with a strong academic record.
  • Experience : 0 - 2 years of experience in equity research
  • Skills :

  • Proficiency in Excel and PowerPoint, with the ability to build and maintain complex financial models.
  • Strong analytical, verbal, and written communication skills.
  • Ability to work under pressure, manage multiple tasks, and meet tight deadlines in a high-energy, fast-paced environment.
  • A deep understanding of finance, accounting, securities valuation, and industry dynamics.
  • Strong attention to detail and organizational skills.
  • Ability to collaborate effectively with both internal teams and external clients.
  • Eagerness to learn and develop within the FinTech sector.
  • Licensing :

  • Must have passed or be willing to pass FINRA mandated exams, including the SIE, Series 7, 63, 86, and 87.
  • Other Requirements :

  • U.S. work authorization required (FT Partners does not sponsor work visas).
  • Desired Attributes :

  • Excellent written and verbal communication skills, with the ability to prepare and present high-impact materials.
  • Strong team orientation, with a focus on collaboration, trust, and integrity.
  • Comfortable working with institutional investors and senior corporate executives.
  • Ability to coach and develop others while maintaining a strong team spirit.
  • Why FT Partners?

  • Industry Leadership : The firm is led by former senior bankers from Goldman Sachs and JP Morgan and has a dominant presence in the growing FinTech sector.
  • Award-Winning Firm : FT Partners has won numerous industry awards, including "Investment Bank of the Year."
  • Growth Opportunities : FT Partners offers a competitive compensation package and an exceptional career path within a rapidly growing firm.
  • High-Impact Work : You'll gain unparalleled access to high-growth companies and the opportunity to contribute to billion-dollar deals, as well as early-stage and VC transactions.
  • Selected transactions include advising :

  • Heartland Payments in its $4.5 billion sale to Global Payments (NYSE : GPN)
  • Assurance IQ in its $3.5 billion sale to Prudential (NYSE : PRU)
  • Mercury Payment in its $2.0 billion sale to Vantiv (NYSE : VNTV)
  • SquareTrade in its $1.4 billion sale to Allstate (NYSE : ALL)
  • Finicity in its $985 million sale to Mastercard (NYSE : MA)
  • Interswitch in its $200 million minority investment led by Visa
  • Checkout.com in its $230 million minority investment from Insight, DST, GIC, and others
  • CardConnect in its $750 million sale to First Data (NYSE : FDC)
  • GreenSky in its $300 million minority investment led by DST, TPG, Wellington Management, and Iconiq
  • Instamed in its $500+ million sale to JP Morgan (NYSE : JPM)
  • BlueVine in its $102 million minority investment led by ION
  • Stone in its $1.4 bn IPO
  • FleetOne in its $369mm sale to WEX (NYSE : WEX)
  • AvidXchange in its $300 million financing from MasterCard (NYSE : MA), CDPQ, Temasek and Peter Thiel
  • Automated Trading Desk in its $680 million sale to Citigroup (NYSE : C)
  • Custom House Ltd. in its $370 million sale to Western Union (NYSE : WU)
  • Addepar in its $140 million financing from Valor Equity Partners, 8VC and Harald McPike
  • Automatic in its $115 million sale to SiriusXM (NASDAQ : SIRI)
  • GoCardless in its $75 million minority investment from Adams Street Partners and Google Ventures
  • 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.

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