Fintech Equity Research Associate

Position: Financial Technology Partners is seeking an Equity Research Associate, 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 Associate to provide research support for our Senior Research Analysts, while also helping to manage a team of junior 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.

Responsibilities

• Communicate with internal sales force, clients and company management teams
• Eager to help train, mentor, and manage a small team of junior Research Analysts
• Contribute to the generation of investment ideas
• Create presentation materials
• Develop and maintain financial models
• Build/possess strong industry knowledge of the FinTech industry
• Write reports / notes on companies under coverage and key industry topics
• Pass/have passed FINRA mandated license exams including SIE, Series 7, 63, 86, 87
• Interpret data and perform analysis on market, economic and technology trends

General Qualifications

• Comfortable taking initiative and being resourceful / entrepreneurial
• 1-3 years experience in equity research, investment banking, and/or the FinTech industry is preferred
• Bachelor’s degree with a strong academic track record
• Strong interest in the FinTech sector
• Strong attention to detail
• Ability to multi-task and work with numerous teams
• Must have received or be willing to receive the COVID-19 vaccination by date of hire to be considered
• Working knowledge of accounting, finance, and securities valuation
• Strong team orientation
• U.S. work authorization required, FT Partners will not sponsor applicants for work visas at application or in the future
• Strong verbal and written communication skills
• Excellent analytical skills
• Proficiency in Excel and PowerPoint
• Ability to work in a fast-paced, high-energy environment

Communications Skills

• Maturity and poise to work directly with institutional investors and corporate executives
• Participates effectively in both internal and external meetings
• Exceptional writing and verbal communication skills, able to prepare high impact materials

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
• Understands coaching for long term development of self and others
• Collaborative across teams and levels, both internally and externally
• Ability to perform under pressure, amid tight deadlines; can effectively prioritize and plan

Why FT Partners?

• Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others)
• Excellent career path, strong and competitive compensation
• Close-knit, rapidly growing team
• Executing both billion dollar and early stage / high-growth VC transactions
• Managing Partner and Managing Directors formerly of Goldman Sachs and JP Morgan
• Access to world-class executives at high-growth companies
• Dominant footprint in the one of largest sectors: financial technology
• Unparalleled deal flow with premier client base
• Top-notch financial sponsor relationships

Selected Transactions Include Advising

• Assurance IQ in its $3.5 billion sale to Prudential (NYSE: PRU)
• Automated Trading Desk in its $680 million sale to Citigroup (NYSE:C)
• Mercury Payment in its $2.0 billion sale to Vantiv (NYSE:VNTV)
• GreenSky in its $300 million minority investment led by DST, TPG, Wellington Management, and Iconiq
• Finicity in its $985 million sale to Mastercard (NYSE: MA)
• AvidXchange in its $300 million financing from MasterCard (NYSE:MA), CDPQ, Temasek and Peter Thiel
• Stone in its $1.4 bn IPO
• Heartland Payments in its $4.5 billion sale to Global Payments (NYSE: GPN)
• BlueVine in its $102 million minority investment led by ION
• Interswitch in its $200 million minority investment led by Visa
• FleetOne in its $369mm sale to WEX (NYSE:WEX)
• Instamed in its $500+ million sale to JP Morgan (NYSE: JPM)
• CardConnect in its $750 million sale to First Data (NYSE:FDC)
• Checkout.com in its $230 million minority investment from Insight, DST, GIC, and others
• Addepar in its $140 million financing from Valor Equity Partners, 8VC and Harald McPike
• Custom House Ltd. in its $370 million sale to Western Union (NYSE:WU)
• GoCardless in its $75 million minority investment from Adams Street Partners and Google Ventures
• SquareTrade in its $1.4 billion sale to Allstate (NYSE:ALL)
• Automatic in its $115 million sale to SiriusXM (NASDAQ: SIRI)

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 [email protected] .