Sponsor Coverage Associate

Location: San Francisco or New York City

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 global, 250+ employee 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 other well-known banks.  

Role Description

As a Sponsor Coverage Associate, you will take on a leadership role within a small, high-performing team focused on private equity and growth investor coverage in FinTech. You will not only execute on live transactions, investor initiatives, and thought-leadership content, but also drive project execution, manage junior team members, and set the tone for team culture and performance. Associates are expected to own workstreams end-to-end — from investor targeting and portfolio analysis through to client presentations and strategic recommendations. You will oversee LBO modeling, business development initiatives, and market research efforts, ensuring all deliverables are of the highest quality and deadlines are consistently met. This role provides unparalleled exposure to senior private equity professionals, portfolio company executives, and FT Partners’ senior bankers. Associates play a pivotal part in shaping client strategy and deepening the firm’s relationships across the global investor landscape, while simultaneously developing the skills required to advance into VP and leadership roles at FT Partners.

What are the unique opportunities of this role?  

This is a rare opportunity to lead within the only investment bank exclusively dedicated to FinTech. From your first day, you will be entrusted to manage projects, coach and develop junior talent, and represent the firm in direct interactions with senior executives. The Associate role offers a fast track to becoming a trusted advisor while also helping shape the team’s culture and growth.

In this role, you will:  

• Lead investor coverage and outreach initiatives across FT Partners’ private equity and growth equity investor base
• Manage data-driven business development strategies, ensuring effective prioritization and execution against these important initiatives
• Supervise and review junior team members’ analyses, financial models, and research deliverables
• Produce and publish high-quality insights on private equity investment trends, valuation dynamics, and FinTech M&A activity
• Collaborate with Senior MDs across IBD, Capital Markets, Research, Business Development, and other groups on live deals, outbound coverage and other special projects
• Manage buy-side advisory mandates, including idea generation and portfolio company strategic reviews
• Engage directly with senior FinTech investors, portfolio company CEOs, and FT Partners senior bankers
• Contribute to and shape team culture, setting a tone of collaboration, high performance, and professional development

Qualifications:  

• Bachelor’s or Master’s degree; strong academic performance (Finance, Economics, or Accounting preferred)
• Prior full-time experience in investment banking, private equity, or consulting
• Demonstrated mastery of financial modeling, valuation, and research
• Excellent project management, leadership, and organizational skills
• Strong written and verbal communication abilities, including client-facing presentations
• Entrepreneurial mindset with a proven ability to lead teams in a fast-paced environment
• High attention to detail and strong commitment to quality
• Permanent U.S. work authorization required (FT Partners will not sponsor work visas

Why FT Partners?  

• Senior leaders from Goldman Sachs, Morgan Stanley, JP Morgan, Evercore, and other top firms
• Recognized as Investment Bank of the Year / Boutique of the Year
• Experience across billion-dollar M&A and early-stage VC transactions
• Unmatched deal flow and premier client base
• Direct access to world-class executives and leading investors
• Clear career progression, competitive compensation, and significant leadership responsibility
• Collaborative, entrepreneurial culture within a rapidly growing firm

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