Equity Research Salesperson

Position: Financial Technology Partners is seeking Equity Research Salesperson.

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 has begun delivering a highly differentiated research product and is in search of Equity Research Salespeople to provide research sales support reporting to our Head of Equity Sales. The successful candidates will work to support all aspects of our sales organization, including client engagement, development and monetization; research engagement, distribution and marketing; event organization, planning and execution; specialty sales analysis, commentary and real-time interactions, etc. The job offers excellent exposure to the FinTech sector, the ability to work directly with highly respected Senior Analysts and Salespeople and the opportunity for an attractive career path at a very successful and fast-growing investment bank.

Responsibilities:

  • Build/Possess strong FinTech industry knowledge
  • Pass/Hold FINRA mandated license exams including SIE, Series 7, and 63
  • Engage prospective and existing clients with a focus on initiating or deepening relationships by providing best in class ‘trusted advisor’ level commentary and service to clients
  • Contribute to the generation of investment ideas
  • Interpret data and perform analysis on market, economic and technology trends
  • Create presentation, marketing and daily/weekly sales materials
  • Communicate with research department, institutional investor clients, and FinTech 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
  • Candidates with various levels of previous professional experience will be considered, as well as candidates from both the Sell-Side (Sales, Research, Trading, and Investment Banking) and Buy-Side, previous exposure to the FinTech sector (including Financials, TMT, etc.) 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 fund founders, portfolio managers and analysts as well as FinTech company C-suite 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)
  • Assurance IQ in its $3.5 billion sale to Prudential (NYSE: PRU)
  • Mercury Payment in its $2.0 billion sale to Vantiv (NYSE:VNTV) [since VNTV subsequently merged by Worldpay, which was subsequently acquired by FIS, do we want to update the ticker to FIS?]
  • 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) [since FDC was subsequently acquired by FISV, do we want to update the ticker to FISV?]
  • 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. If you require reasonable accommodation as part of the application process, please contact recruiting@ftpartners.com.

Apply for this Job

* Required
resume chosen  
(File types: pdf, doc, docx, txt, rtf)
cover_letter chosen  
(File types: pdf, doc, docx, txt, rtf)


Please reach out to our support team via our help center.
Please complete the reCAPTCHA above.