Position: Financial Technology Partners is seeking an Equity Research Analyst, to be based in our Miami, FL office.
Company Description: Financial Technology Partners (aka “FT Partners”) is the only investment banking firm focused exclusively on the financial technology sector. We broadly define the sector as the dynamic convergence of technology-based solutions and financial services. FT Partners was recently recognized as "Dealmaker of the Year" and "Investment Banking Firm of the Year" by the M&A Advisor.
The firm was founded by Steve McLaughlin, Managing Partner, formerly a senior investment banker in Goldman Sachs & Co.'s Financial Technology Group and Financial Institutions Group in New York and San Francisco. The firm's Founder and senior bankers are all highly experienced investment bankers formerly with the financial technology, M&A and investment banking groups of Goldman Sachs & Co in New York, San Francisco, London, and Los Angeles.
Role Description: FT Partners recently formed Equity Research Department just launched a highly differentiated research product and is in search of an additional Equity Research Analyst to provide research support for our Senior Research Analysts. The successful candidate will work directly with our Senior Analysts on all aspects of the research process including building and maintaining models, performing fundamental analysis, writing research reports and creating presentations, and interacting with sales, corporate management, and clients. The job offers excellent exposure to the FinTech sector, the ability to work directly with highly respected Senior Analysts, and the opportunity for an attractive career path at a very successful and fast-growing investment bank.
Responsibilities
Build/possess strong industry knowledge of the FinTech industry
Pass/have passed FINRA mandated license exams including SIE, Series 7, 63, 86, 87
Contribute to the generation of investment ideas
Interpret data and perform analysis on market, economic and technology trends
Develop and maintain financial models
Write reports / notes on companies under coverage and key industry topics
Create presentation materials
Communicate with internal sales force, clients and company management teams
General Qualifications
Bachelor’s degree with a strong academic track record
Excellent analytical skills
Strong verbal and written communication skills
Proficiency in Excel and PowerPoint
Strong attention to detail
Strong team orientation
Working knowledge of accounting, finance, and securities valuation
Ability to work in a fast-paced, high-energy environment
Comfortable taking initiative and being resourceful / entrepreneurial
Ability to multi-task and work with numerous teams
Strong interest in the FinTech sector
1 or less years experience in equity research, investment banking, and/or the FinTech industry is preferred
U.S. work authorization required, FT Partners will not sponsor applicants for work visas at application or in the future
Communications 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 institutional investors and corporate 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 the one of 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
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. If you require reasonable accommodation as part of the application process, please contact recruiting@ftpartners.com .
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Investment Banking
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