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Financial Technology Partners / FT Partners · 2 hours ago

FinTech Equity Research Associate / Vice President

New York, NY

Full-time

Onsite

Mid Level

$160K/yr - $240K/yr

2+ years exp

Financial Technology Partners (FT Partners) is a specialized investment bank focused exclusively on the financial technology (FinTech) sector. They are seeking a highly motivated Equity Research Associate or Vice President to join their research team in New York City, where the role involves generating high-quality research, financial modeling, and client engagement within the FinTech ecosystem.

BankingFinancial ExchangesFinancial ServicesFinTech

No H1B

Responsibilities

Lead or support coverage of FinTech companies and industry subsectors

Build and maintain robust financial models, including earnings forecasts, valuations (DCF, comps), and scenario planning

Conduct in-depth company and sector research using public filings, proprietary data, and third-party sources

Analyze market, competitive, and regulatory trends that influence investment outlooks

Author high-quality research reports, investment recommendations, and thematic pieces

Communicate investment ideas and research findings to institutional clients, internal stakeholders, and sales/trading teams

Prepare and present materials for client meetings, industry events, roadshows, and conferences

Serve as a trusted point of contact for client inquiries and relationship management

Mentor, train, and review work from junior Research Analysts

Work collaboratively across teams—including investment banking—for insights while maintaining research independence

Help shape and refine FT Partners’ equity research strategy and product suite

Qualification

Financial modelingValuation methodologiesEquity researchExcel proficiencyPowerPoint proficiencyCFA designationEntrepreneurial mindsetFinTechClient relationship managementWritten communicationVerbal communicationAttention to detailTeam collaboration

Required

Bachelor's degree in Finance, Accounting, Economics, or a related field is required

2–4 years of experience in equity research, investment banking, consulting, or asset management for Associate Level

5–8+ years of relevant experience with demonstrated leadership and sector expertise for VP Level

Advanced proficiency in Excel and PowerPoint

Strong understanding of financial modeling, accounting, and valuation methodologies

Familiarity with industry data platforms and tools (e.g., Bloomberg, FactSet, Capital IQ)

Exceptional written and verbal communication skills

Strong attention to detail and ability to synthesize complex data into actionable insights

Entrepreneurial mindset with a proactive, self-starter attitude

Ability to thrive in a fast-paced, high-performance culture

Strong interest in—and knowledge of—the FinTech ecosystem

SIE, Series 7, 63, 86, and 87 exams passed (or willingness to obtain them promptly upon hire)

Preferred

MBA or CFA designation (or candidacy) is preferred, particularly for VP candidates

Benefits

Enjoy a meritocratic environment with clear growth paths and mentorship opportunities.

Company

Financial Technology Partners / FT Partners

Glassdoor3.7

Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.

Founded in 2001

San Francisco, California, USA

201-500 employees

http://www.ftpartners.com

Funding

Current Stage

Growth Stage

Leadership Team

Steve McLaughlin

Founder / CEO / Managing Partner

Jennifer Holly

Chief Financial Officer

Recent News

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Company data provided by crunchbase