FinTech Equity Research Associate / Vice President

Research & Analysis

• 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. Client & Stakeholder Engagement

• 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. Team Leadership & Collaboration (VP-level focus)

• 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. Qualifications

Education:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field is required. - MBA or CFA designation (or candidacy) is preferred, particularly for VP candidates. Experience:

• Associate Level: 2–4 years of experience in equity research, investment banking, consulting, or asset management. - VP Level: 5–8+ years of relevant experience with demonstrated leadership and sector expertise. Technical 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?

• Be part of a pioneering research team at the leading FinTech investment bank. - Gain unmatched exposure to industry-defining companies and deals. - Work closely with top-tier senior professionals and a fast-growing global team. - Enjoy a meritocratic environment with clear growth paths and mentorship opportunities. Applicants must be authorized to work in the U.S. If you require reasonable accommodation as part of the application process, please contact recruiting@ftpartners.com.