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Financial Technology Partners

FinTech-focused investment banking and advisory

Investment Banking Vice President

Investment BankingConfirmed live in the last 24 hours
Full-timeSan Francisco, CA, USANo salary listedIn-person

About the Job

Requirements

  • Must have 6 or more years of full-time investment banking experience in M&A sell-side advisory.
  • Must hold FINRA Series 63 and 79 registrations.
  • Must have an undergraduate degree with a GPA of 3.5 or greater.
  • Must demonstrate the capability to lead and manage projects.
  • Must have organizational, execution, and time-management skills, with attention to detail.
  • Must have relationship-management skills and be able to interact with all organizational levels.
  • Must have strong presentation skills in large and small group settings.
  • Must be a strategic thinker with strong analytical skills.
  • Must have strong quantitative and technical skills.
  • Must be proficient with Excel and PowerPoint.
  • Must have U.S. or U.K. work authorization depending on work location; the employer does not sponsor in either location.
  • Must have exceptional writing and verbal communication skills and be able to prepare high-impact materials.
  • Must be able to participate effectively in internal and external meetings.
  • Must have the maturity and poise to work directly with client executives.
  • Must contribute to a positive team environment, keep commitments, build trust, act with integrity and ethics, and uphold firm values.
  • Must be able to perform under pressure and tight deadlines, and effectively prioritize and plan.
  • Must collaborate across teams and organizational levels, internally and externally.
  • Must understand coaching for the long-term development of self and others.

Responsibilities

  • Lead the direction and discussion of project models or strategies with clients with little to no guidance from senior bankers.
  • Build and effectively illustrate client stories and investment theses in presentation form, and present analyses and insights confidently.
  • Apply expertise in processes and deal flow from origination through closing.
  • Serve as a resource on major industry trends and develop business-development skills.
  • Understand the legal framework of transactions, including shareholder rights, key term-sheet items, and other terms and conditions.
  • Analyze and synthesize trading and transaction comparables.
  • Manage assumptions around discounted cash flow and leveraged buyout analyses and related valuation techniques, including understanding nuances and underlying data to produce fundamental valuation analyses.
  • Articulate valuation to buyers, investors, and clients, and construct valuation theses from data and company details.
  • Serve as a subject-matter expert and teach technical concepts to others.
  • Manage multiple workstreams and deals while maintaining presence and focus, and anticipate and manage deal-team tasks with little to no oversight.
  • Plan and strategize with senior bankers, interpret strategies and goals, and work with junior bankers to execute.
  • Develop strategic and tactical project plans, anticipate needs and potential challenges, and take appropriate preventive steps.
  • Remain flexible and adaptable, and calm under pressure.
  • Take accountability and ownership for deliverables and ensure completion by established deadlines.
  • Support immediate team members and the broader team on a wide variety of projects and challenges as needed.
  • Use junior bankers efficiently, delegate based on their skillsets, and provide clear, thoughtful guidance and context.
  • Manage junior bankers' capacity and provide appropriate input on staffing calls to support equitable, balanced workloads.

About the Company

Financial Technology Partners

FinTech-focused investment banking and advisory

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
Not listed
Total funding
$544.9M
Headquarters
San Francisco, CA
Founded
2001

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