Financial Technology Partners

Financial Technology Partners

Equity Research Associate – FinTech

San Francisco, CA or New York City

No sponsorship$160k-$200kDetected 2 days ago
Financial ModelingAccountingForecastingExcelValuationM&AResearchLeadershipCommunicationMentoringCFA

About the role

  • Our firm combines deep sector knowledge with world-class execution and is uniquely positioned at the intersection of technology and finance.

Responsibilities

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

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or a related field is required.
  • Applicants must be authorized to work in the U.S. We do not sponsor visas at this time.
  • Education
  • Experience
  • 2-4 years of experience in equity research, investment banking, consulting, or asset management.

Nice to have

  • San Francisco, CA (preferred)
  • New York, NY also considered
  • MBA or CFA designation (or candidacy) is a plus.

Skills

  • 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).
  • Soft Skills
  • 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.
  • Licensing Requirements
  • SIE, Series 7, 63, 86, and 87 exams passed (or willingness to obtain them promptly upon hire).
  • Why Join FT Partners?

Compensation

  • Compensation: 160–200k total comp

Benefits

  • Equity Research Associate - FinTech
  • Support coverage of FinTech companies and industry subsectors.

Equal opportunity

  • Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion.
  • If you require reasonable accommodation as part of the application process, please contact recruiting@ftpartners.com.
  • 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.
  • FT Partners is an equal opportunity employer. Applicants must be authorized to work in the U.S. We do not sponsor visas at this time.

Visa & Work Authorization

  • Applicants must be authorized to work in the U.S. We do not sponsor visas at this time.
Apply directly at Financial Technology Partners →Create a free account for alerts like thisView Financial Technology Partners immigration profile

This listing is sourced directly from Financial Technology Partners's careers page and normalized into a canonical job model.