2027 Summer Associate, Investment Banking (US)

Position: Financial Technology Partners is seeking Summer Investment Banking Associates in San Francisco and New York.

Firm Overview:

Financial Technology Partners (FT Partners) is a premier investment banking firm dedicated exclusively to the financial technology sector. Financial Technology Partners’ success is driven by the advanced skills, industry expertise and tenacious drive of our highly talented team. Our people are our greatest asset – and we strive to create a rewarding long-term environment for every member of the Firm. Headquartered in San Francisco with additional offices in NYC and London, FT Partners has advised on some of the most meaningful transactions in the high-growth Financial Technology sector in recent years. We offer a full suite of financial and strategic advisory services, including merger and acquisition advisory, private capital raising and capital markets advisory. The Financial Technology sector is a dynamic industry that encompasses the convergence of financial services and technology. We are a 200+ person global firm that prides itself on having an extremely collegial and energetic culture. Every member of the organization is expected to meaningfully contribute to the Firm’s success. Senior bankers at the Firm are formerly of Goldman Sachs, JP Morgan, Evercore, Qatalyst, Guggenheim and Barclays.

FT Partners Summer Associates are in the office 5 days/week; however, full-time employees operate on a hybrid work model, with three days in the office and two days remote.

Role Description:

Our Summer Associate program begins in June 2027 and is an 8-week commitment. Summer Associates are included in all aspects of a transaction from origination to closing. Your responsibilities will encompass extensive financial modeling and analysis, company valuation, corporate and industry research, strategic analysis and recommendations, identification of business development opportunities, due diligence, preparation of client presentation materials, and the identification of potential corporate and financial sponsors, buyers, and investors. Summer Associates work closely with senior investment bankers, managing day-to-day deal activities and overseeing and mentoring Analysts.

General Qualifications:

Currently enrolled in a top-tier business school, graduating by summer of 2028
Bachelor’s degree with a minimum GPA of 3.5
Proven capability to lead and manage projects effectively
Exceptional organizational, execution, and time management skills, with keen attention to detail
Strong relationship management skills, with the ability to interact at all organizational levels
Excellent presentation skills, adaptable to both large and small group settings
Strategic thinker with robust analytical capabilities
Proven quantitative and technical expertise, proficient in Excel and PowerPoint
Entrepreneurial mindset, ready to tackle complex tasks and challenges
Demonstrates ability to effectively integrate AI-powered tools into daily workflows to increase efficiency and maximize outputs
Strong work ethic, self-discipline, and motivation
U.S. work authorization required at the time of application; FT Partners does not sponsor work visas

Communication Skills:

Exceptional written and verbal communication skills, with the ability to produce high-impact materials
Executive presence and ability to command a room
Maturity and professionalism in interactions with client executives
Effective participation in both internal and external meetings

Team Player Attributes:

Collaborative team player who fosters a positive team environment, keeps commitments, inspires trust and upholds ethical standards and firm values
Ability to thrive under pressure and meet tight deadlines, with effective prioritization and planning skills
Commitment to the long-term development of self and others through coaching

Why Choose FT Partners?

Leadership from Managing Partners and Managing Directors with backgrounds at Goldman Sachs, JP Morgan, Evercore, Qatalyst, Guggenheim and Barclays
Award-winning execution, recognized as Investment Bank of the Year and Boutique of the Year, among other accolades
Involvement in both billion-dollar transactions and early-stage, high-growth VC deals
Clear career progression and competitive compensation packages
Access to an unparalleled deal flow with a distinguished client base
Opportunities to engage with world-class executives in a high-growth sector
Established relationships with top financial sponsors
A close-knit, rapidly growing team environment

Selected transactions include advising:

Deribit’s $4.3 billion Sale to Coinbase
Divvy's $2.5 billion Sale to Bill.com
AvidXchange’s $2.2 billion Sale to TPG & Corpay
GreenSky’s $2.2 billion Sale to Goldman Sachs
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
Intermex’s $500 million Sale to Western Union
SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
Bilt’s $250 million Financing at a $10.75 billion Valuation
Lumin Digital’s $200 million Growth Financing
Stash’s $146 million Series H 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 $175,000/year. If hired, the 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.

Application Deadline:

To apply please submit your resume, cover letter, and undergraduate transcript to FT Partners by Sunday, November 8 at 11:59pm.

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 veteran status, Aboriginal/Native American status or any other legally protected factors.

About the company

FT Partners concentrates on investment banking for the financial technology (fintech) sector. It helps fintech companies and related firms with strategic and financial advisory services, including mergers and acquisitions, financing, and other deal-related advice, delivered by senior bankers with deep fintech and M&A experience. The firm stands apart by focusing exclusively on fintech, leveraging a team built from top firms and notable deal history to provide highly specialized guidance, and by earning industry recognition for its dealmaking and advisory work. The goal is to maximize value for fintech clients’ shareholders through informed, experienced advice and successful transactions.

Company Size

201-500

Company Stage

N/A

Total Funding

$544.9M

Headquarters

San Francisco, California

Founded

2001

Get referred to Financial Technology Partners

See people who can refer or advise you

Simplify's Take

What believers are saying

FT Partners reported 22% FinTech revenue growth and $504 billion sector revenues in 2026.
Private FinTech financing rebounded to $17.7 billion in Q2 2026.
Strategic and corporate venture participation hit 37% of 2026 rounds, widening advisory volume.

What critics are saying

Q2 2026 FT Partners data showed deal activity fell to $42.2 billion.
U.S. FinTech IPO activity paused in Q2 2026, shrinking fee-rich exit opportunities.
If private financings stay concentrated in fewer winners, boutique origination dries up fast.

What makes Financial Technology Partners unique

FT Partners remains the only bank focused exclusively on financial technology.
BCG and FT Partners’ 2026 report gives proprietary sector data and issuer access.
Recent mandates include Equiniti, Model ML, CAIS, Lumin, and Gauntlet.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Professional Development Budget

Company News

Crypto Briefing

Sep 29th, 2026

Jeeves raises $110M from a16z and Coinbase to expand stablecoin payments

Jeeves has raised $110 million from investors including Andreessen Horowitz and Coinbase to expand its crypto infrastructure. The fintech company, founded in 2019, offers corporate cards and expense management tools primarily for businesses in Latin America and emerging markets. Between 50% and 60% of Jeeves' international payments now settle using stablecoins, mainly USDC. The platform supports dedicated stablecoin accounts for USDC and EURC, enabling instant, low-fee transactions that bypass traditional banking systems. The company has raised over $570 million in total across equity and debt rounds, reaching a peak valuation of $2.1 billion in 2022. Jeeves' payment volume has grown from approximately $400 million to over $3 billion, with plans to expand into more than 25 countries. The new funds will support stablecoin wallet development, AI agents, and instant payouts.

Versos e Trocadilhos – Lda

Aug 19th, 2026

Global fintech sector revenues grow more than traditional banking.

Global fintech sector revenues grow more than traditional banking. Link to Leaders August 19, 2026 The Global Fintech report concludes that the sector is recovering, with $504 billion in revenues and growth of 22%. The study "Global Fintech Report 2026: From Recovery to Resurgence" developed by Boston Consulting Group (BCG) in partnership with FT Partners, assesses the current state of the fintech sector and identifies the trends that will shape the next phase of fintech development. And one of its first conclusions is that, globally, the sector has entered a new phase of consolidation and growth, marked by greater profitability, operational discipline, and an increasingly relevant role in the transformation of financial services. It notes that in 2025, global fintech revenues exceeded $504 billion, a 22% increase year-over-year and an expansion rate more than four times higher than that of traditional financial institutions. According to the study, fintechs currently account for about 4% of global financial services revenues, a figure that confirms their evolution from an emerging segment to a sector with its own scale, still with ample growth potential. Several indicators confirm this maturity: 74% of the largest listed fintechs are already profitable, compared with 68% in the previous year, and the average operating margin (EBITDA) rose from 16% to 20%. Simultaneously, equity financing increased by 53% to $58 billion, following the return of investment to companies with more solid models, greater operational discipline, and sustained growth prospects. Last year, exit markets regained traction. The number of initial public offerings (IPOs) in the fintech sector grew 50% to 42 deals, while the global volume of mergers and acquisitions increased from $105 billion in 2023 to $184 billion in 2024 and $251 billion in 2025. Artificial Intelligence (AI) is also changing the way the sector competes. According to the report, fintechs that effectively apply this technology are achieving development productivity gains up to five times higher, with the most evident impact in areas such as engineering, risk assessment, compliance, and customer support. The true differentiator of AI lies in its ability to redesign workflows and operating models to generate concrete gains in efficiency, scale, and performance. Among the most relevant changes identified in the report is the progressive narrowing of the regulatory gap between banks and fintechs. For example, in the US, the UK, and the European Union (EU), licensing processes and obtaining banking status are becoming more accessible, albeit accompanied by requirements in terms of governance, risk, compliance, and supervision. In the past year, several large-scale fintechs have moved forward with applications for federal banking licenses in the US, seeking to reduce funding costs, gain greater control over product offerings, and strengthen the direct relationship with customers. The study also highlights that the number of federal banking license applications and new deposit institutions increased more than fivefold between 2024 and 2025, signaling a growing approach of fintechs to the traditional regulatory perimeter. The report by Boston Consulting Group and FT Partners also highlights the evolution of neobanks as one of the most structuring dynamics of the next phase of the sector. The main operators are expanding their value proposition to areas such as credit, investment, insurance, international transfers, and savings solutions for clients with greater financial capacity - moving from single-product models to more complete financial platforms, with greater ability to deepen customer relationships. Consumer credit, in particular, emerges as one of the most relevant expansion fronts. As Pedro Pereira, Managing Director & Senior Partner at BCG Lisbon, points out, "the fintech sector is no longer a promise of disruption but has become a structural pillar of the financial system, registering growth 4x higher than incumbents."

Tech in Asia

Nov 24th, 2025

Y Combinator joins $75m round in US AI startup Model ML

Y Combinator joins $75m round in US AI startup Model ML. Model ML, an AI startup based in London and New York, has raised US$75 million in early-stage funding led by FT Partners, with participation from Y Combinator, QED Investors, 13Books Capital, and LocalGlobe. Model ML will use the new funds to expand its teams in San Francisco, New York, London, and Hong Kong, and to hire more AI engineers. The company, founded about a year ago by Chaz and Arnie Englander, develops technology designed to automate tasks often handled by investment bankers, such as preparing pitch decks and due diligence reports. The startup previously raised US$12 million earlier this year but did not disclose its valuation for either round. Model ML's advisory board includes former HSBC CEO Noel Quinn and ex-UBS chairman Axel Weber. The firm has relocated its engineering team to London's King's Cross area, citing cost considerations. Food for thought. * Model ML raised $75M at an undisclosed valuation with little proof of banks in production or pilots. Endorsements from former HSBC CEO Noel Quinn and ex-UBS chair Axel Weber do not confirm deployments or revenue. * The 'Trusted by Industry Leaders' banner stays vague without names. The company has not disclosed Annual Recurring Revenue (ARR), named paying banks, or measured gains such as time saved per deal or accuracy lifts. * The team moved engineering to London's King's Cross for cost control. That move signals a focus on burn rate (its cash spend rate) while $75M must cover four offices and product-market fit in a cautious banking sector. * Model ML focuses on single-tenant (each bank gets an isolated instance), self-hosted (software runs inside the institution's environment) deployments inside a customer's Azure setup (Microsoft's cloud platform). This creates demand for cloud infrastructure and AI governance platforms (tools to manage model risk plus compliance). Compliance automation vendors can add evaluation frameworks, model monitoring, or data residency solutions (keeping data in specific jurisdictions). * The startup lets users query third-party data vendors like PitchBook and Crunchbase in natural language plus real-time as well as proprietary datasets. Middleware (software that connects disparate systems) and Application Programming Interface (API) management help run GenAI across fragmented data stacks without compromising security or auditability. Model ML offers no-code workflows, which means engineers do not write software. IT teams want quick time-to-value with fast deployment that avoids multi-year rollouts while minimizing technical debt (the downstream cost of maintaining quick, short-term fixes). How would you feel if you could no longer use Tech in Asia?

Bloomberg Law

Nov 24th, 2025

Model ML Raises $75M for AI Tools

Model ML, an AI startup, raised $75 million to develop technology aimed at automating tasks typically performed by investment bankers, such as creating pitch decks and due-diligence reports. The funding round was led by FT Partners and included investors like Y Combinator Inc., QED Investors, 13Books Capital, and LocalGlobe. The company, based in London and New York, previously raised $12 million earlier this year but did not disclose its valuation in either round.

Indian Startup News

Oct 24th, 2025

Pave Bank raises $39 million in a funding round led by Accel, others

Founded in 2023 by Salim Dhanani, Simon Vans Colina, and Dmitry Bocharov, Pave Bank operates under a licence from the National Bank of Georgia.

Financial Technology Partners

Investment Banking Associate Intern - Investment Banking

About the job