2027 Summer Associate, Investment Banking (US)
Required skills
- Investment Banking
- Financial Technology
- M&A
- Private Capital Raising
- Capital Markets Advisory
- Financial Modeling
- Company Valuation
- Corporate Research
- Industry Research
- Strategic Analysis
Nice to have
- top-tier business school
- GPA 3.5
Role summary
Financial Technology Partners (FT Partners) is seeking Summer Investment Banking Associates for an 8-week program in San Francisco and New York, starting June 2027. This premier investment banking firm, specializing in the financial technology sector, offers a comprehensive advisory service including M&A, private capital raising, and capital markets advisory. Summer Associates will be involved in all transaction phases, performing financial modeling, valuation, research, strategic analysis, business development, due diligence, and client presentation preparation. The role requires strong analytical, quantitative, and technical skills, particularly in Excel and PowerPoint, along with AI tool integration, project management, and excellent communication and teamwork abilities. The position offers a competitive salary and exposure to high-growth FinTech deals.
2027 Summer Associate, Investment Banking (US)
Position: Financial Technology Partners is seeking Summer Investment Banking Associates in San Francisco and New York.
Firm Overview:
Financial Technology Partners (FT Partners) is a premier investment banking firm dedicated exclusively to the financial technology sector. Financial Technology Partners’ success is driven by the advanced skills, industry expertise and tenacious drive of our highly talented team. Our people are our greatest asset – and we strive to create a rewarding long-term environment for every member of the Firm. 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 200+ person global 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, JP Morgan, Evercore, Qatalyst, Guggenheim and Barclays.
FT Partners Summer Associates are in the office 5 days/week; however, full-time employees operate on a hybrid work model, with three days in the office and two days remote.
Role Description:
Our Summer Associate program begins in June 2027 and is an 8-week commitment. Summer Associates are included in all aspects of a transaction from origination to closing. Your responsibilities will encompass extensive financial modeling and analysis, company valuation, corporate and industry research, strategic analysis and recommendations, identification of business development opportunities, due diligence, preparation of client presentation materials, and the identification of potential corporate and financial sponsors, buyers, and investors. Summer Associates work closely with senior investment bankers, managing day-to-day deal activities and overseeing and mentoring Analysts.
General Qualifications:
Communication Skills:
Team Player Attributes:
Why Choose FT Partners?
Selected transactions include advising:
To ensure a fair and transparent recruitment process, please do not use GenAI tools during interviews. Failure to adhere to these guidelines may result in disqualification from the recruitment process.
The annual salary for this position at commencement of employment is $175,000/year. If hired, the employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Application Deadline:
To apply please submit your resume, cover letter, and undergraduate transcript to FT Partners by Sunday, November 8 at 11:59pm.
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 veteran status, Aboriginal/Native American status or any other legally protected factors.
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