FinTech Equity Research Analyst

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.


  • 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
  • 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
  •’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


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