2027 July Special Executions Group Full-Time Analyst

2027 July Special Executions Group Analyst

Position: Financial Technology Partners is seeking Analysts for its Special Executions Group (“SpecialX”)

Firm Overview

Financial Technology Partners (“FT Partners”) is a leading boutique investment bank exclusively focused on the Financial Technology (“FinTech”) sector. Headquartered in San Francisco with offices in New York and London, the firm has advised on many of the most significant and high-profile transactions in global FinTech. FT Partners provides a full suite of strategic advisory services, including M&A advisory, private capital raising, and capital markets advisory. With a 250+ banker global platform, the firm is widely recognized as the dominant advisor in one of the most dynamic and high-growth industry sectors. FT Partners combines senior-level attention, execution excellence, and unmatched sector expertise to deliver superlative outcomes for high-growth and scaled market leaders alike

Role Description

SpecialX is FT Partners’ quantitative engine, operating at the intersection of finance & data science. We support and work closely with investment banking teams, but our focus is different. We go deep into the numbers to make sure every analysis we produce can stand up to the scrutiny of investors during buyer diligence. SpecialX analysts focus on analyzing complex financial datasets to uncover insights that support investment theses, validate growth initiatives, and ensure the credibility of financial KPIs & narratives presented to investors. SpecialX analysts develop strong financial and analytical skills while working on live transactions. Analysts will gain hands-on experience working with large datasets, while learning how to translate complex data into clear and compelling insights for clients and investors.

Key Responsibilities

• Support & work alongside investment bankers and clients to understand critical financial & business drivers
• Analyze financial datasets to develop quantitative narratives driving company growth and performance. Build data visualizations, models, and reporting to communicate key findings to clients and investors
• Lead core financial workstreams including cohort analysis, retention analysis, unit economics analysis, sales efficiency analysis, and other growth initiatives validation

General Qualifications

• Graduation date between December 2026 – June 2027 
• Major in Finance & Data Science (combined), Quantitative Finance, or Business Analytics required
• Experience with SQL or Python required; R, PowerPivot, Tableau, or Alteryx preferred
• Minimum 3.6 GPA required
• 1400 SAT / 30 ACT required
• Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future

Business and Technical Skills

• Foundational data analytics and financial analysis skills
• Strong understanding of accounting & finance concepts
• Proficiency in Excel
• Excellent problem-solving ability and intellectual curiosity
• Excellent attention to detail and commitment to accuracy
• Demonstrated ability to learn new technical tools and analytical techniques

Communication Skills

• Strong writing and verbal communication skills
• Ability to articulate methods and results of complex analyses
• Ability to manage multiple high-priority tasks and initiatives
• Prepares high impact materials
• Participates effectively in both internal and external meetings

Team Player

• Able to collaborate across teams and levels, both internally and externally
• Builds trust in relationships with all team members
• High-level of engagement and commitment to the firm's goals and organizational success
• Self-motivated and entrepreneurial

Why FT Partners?

• Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Evercore and Barclays
• 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 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 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 Bill.com
• 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 $1.3 billion Financing at a $33 billion Valuation
• Finicity’s $1 billion Sale to Mastercard
• Velocity Global’s $400 million Series B Financing
• SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
• Bilt’s $200 million Financing at a $3.1 billion Valuation
• Newfront’s $200 million Financing at a $2.2 billion Valuation
• Lumin Digital’s $160 million Growth Financing
• CloudWalk’s $150 million Financing at a ~$2.2 billion Valuation

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 expected to be $100,000/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, 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. 

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.