FinTech Equity Research Associate / Vice President
Job Title : Equity Research Associate or Vice President FinTech
Location : New York, NY Team : Equity Research Firm : Financial Technology Partners (FT Partners)
Company Overview
Financial Technology Partners (FT Partners) is the only investment bank focused exclusively on the dynamic and rapidly growing financial technology (FinTech) sector. Founded by senior Goldman Sachs alumni, FT Partners is consistently recognized as a top-tier advisor, having been awarded "Investment Banking Firm of the Year" and "Dealmaker of the Year" by M&A Advisor.
Our firm combines deep sector knowledge with world-class execution and is uniquely positioned at the intersection of technology and finance. With a commitment to excellence, innovation, and industry thought leadership, we continue to expand our platformincluding our growing Equity Research division, which delivers cutting-edge insights into the FinTech landscape.
Role Summary
We are seeking a highly motivated Equity Research Associate or Vice President, depending on experience, to join our growing research team in New York City. This role provides a unique opportunity to gain deep exposure to the FinTech ecosystem while contributing to the build-out of a differentiated research product in a fast-paced, entrepreneurial environment.
The Associate / VP will work closely with Senior Analysts, the investment banking team, and FT Partners' leadership to generate high-quality, actionable research and support institutional investor engagement. This includes financial modeling, thematic analysis, industry forecasting, client interaction, and the mentoring of junior team members.
Key Responsibilities
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 teamsincluding investment bankingfor 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 : 24 years of experience in equity research, investment banking, consulting, or asset management.VP Level : 58+ 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 inand knowledge ofthe 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.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.