Experienced Vice President – FinTech Investment Banking

Position: Financial Technology Partners is seeking an experienced Investment Banking Vice President.

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: Leads the direction and discussions of the model or strategy of the project with clients with little to no guidance from senior bankers. Builds and effectively illustrates client story and investment thesis in presentation form; presents analysis and insights with confidence and gravitas. Has expertise of processes and deal flow from origination to close. Serves as a resource for others on major industry trends and begins to be skilled in business development. Understanding of legal framework of transactions, including shareholder rights, key term sheet items and other terms and conditions. Proven ability to dissect and pull together trading and transaction comparables. Appropriately manages and understands assumptions around DCF, LBO and related valuation techniques; understands nuances and underlying data to properly layout fundamental valuation analysis. Demonstrates significant command to articulate valuation to buyer, investors and the client and can construct a valuation thesis from data and company details. Seen as a subject matter expert and teaches technical concepts to others.

Manages multiple workstreams and multiple deals while maintaining a level of presence and focus; anticipates and manages upcoming tasks for deal teams with little to no oversight. Plans and strategizes with senior bankers, interprets the strategy/goal and works with junior bankers to execute. Demonstrates ability to develop strategic and tactical project plans; anticipates needs/potential challenges and takes appropriate steps to prevent them. Remains flexible and adaptable, and remains calm under pressure. Takes accountability and ownership for all deliverables and ensures completion by established deadlines. Consistently shows willingness to roll up their sleeves and support both immediate team members and broader team on a wide variety of projects and challenges as needed. Utilizes junior bankers efficiently; delegates effectively based on skillset and provides clear and thoughtful guidance/context. Manages capacity of junior bankers effectively and appropriately provides input on staffing calls to ensure equitable and balanced workload.

General Qualifications:

  • Must have 6+ years of full-time investment banking experience in M&A sell side advisory
  • FINRA Series 63 and 79 registration 
  • Undergraduate degree with a 3.5 GPA or greater
  • Demonstrated capability to lead and manage projects
  • Excellent organizational, execution and time management skills; attention to detail
  • Relationship management skills, able to interact with all levels within an organization
  • Strong presentation skills in both large and small group settings
  • Strategic thinker with strong analytical skills
  • Proven quantitative and technical skills
  • Proficient with Excel and PowerPoint
  • An entrepreneurial spirit, ready to roll up your sleeves and dig into the complexities of any task or challenge
  • Strong work ethic and drive with a high degree of self-discipline and motivation
  • U.S. work authorization
  • Must have received or be willing to receive the COVID-19 vaccination by date of hire to be considered

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 client 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:

  • Heartland Payments in its $4.5 billion sale to Global Payments (NYSE: GPN)
  • Payoneer in its $3.8 billion sale to
  • Assurance IQ in its $3.5 billion sale to Prudential (NYSE: PRU)
  • Divvy in its $2.5 billion sale to Bill.com (NYSE:BILL)
  • Open Lending (NASDAQ:LPRO) in its sale to Nebula Acquisition Corp
  • 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)
  • Mollie in its $800 million minority investment led by Blackstone Growth, EQT and General Atlantic
  • Marqeta in $505 million in minority investments from Coatue, Iconiq, Visa and others
  • PPRO in $370 million in minority investments from JP Morgan, Eldridge Industries and others
  • 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)
  • Stone in its $1.4 billion IPO
  • FleetOne in its $369 million sale to WEX (NYSE:WEX)
  • AvidXchange in its $956 million in financings from investors including MasterCard (NYSE:MA), Neuberger Berman, Lone Pine Capital 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)
  • 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. If you require reasonable accommodation as part of the application process, please contact recruiting@ftpartners.com.

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