Special Executions Group - Experienced Associate (NY)

Position

Financial Technology Partners ("FT Partners") is seeking an Experienced Associate for its Special Executions Group ("SpecialX").

Firm Overview

FT Partners is a leading boutique investment bank exclusively focused on the Financial Technology 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' dedicated financial and strategic execution arm. We work alongside the investment banking teams, but our focus is distinct: ensuring that financial analysis, growth positioning, and investor materials are fully prepared to withstand sophisticated private equity and strategic buyer scrutiny.
• This is an oversight-heavy, forward-looking role at the center of live transactions. The Associate will help shape how high-growth FinTech companies articulate and defend their growth story to the most sophisticated investors in the market. Rather than simply analyzing performance, this role advises on how growth should be projected, how risks should be framed, and how the financial narrative is constructed to align with how investors underwrite businesses. It requires strong financial judgment, intellectual confidence, and the ability to move seamlessly between detailed execution and strategic advisory.
• The Associate will work directly with senior bankers and firm leadership, gaining meaningful exposure to transaction strategy and investor positioning at the highest levels.

Key Responsibilities

• Own critical financial and growth workstreams across live deals, including revenue quality, cohort & retention analysis, unit economics, sales efficiency, and growth validation
• Advise bankers and management teams on how growth should be modeled, projected, and defended in front of sophisticated investors
• Identify and frame the key issues that will drive investor scrutiny, surfacing risks and shaping mitigation strategies before diligence begins
• Operate with visibility across multiple transactions, balancing deep execution on select deals with high-level oversight across broader live activity
• Set and reinforce high standards of analytical rigor and investor-grade thinking across the team, including mentorship of junior professionals
• Help strengthen and institutionalize SpecialX as a differentiated strategic capability within FT Partners

General Qualifications

• Major in finance, accounting, economics, or related field required
• Advanced degree and / or professional qualifications strongly preferred (e.g., MSc, MBA, CPA, CFA)
• Minimum of 5 - 8 years of experience in transaction services, financial due diligence (FDD / QoE), or high-growth corporate finance roles strongly preferred
• SaaS / Tech or FinTech experience strongly preferred (either as sector specialization within consulting or strategic finance roles within industry)
• 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

• Strong grounding in financial diligence, revenue quality analysis, forecasting, and core accounting concepts required
• Proficiency in Excel and PowerPoint
• Excellent problem-solving ability and intellectual curiosity
• Excellent attention to detail and commitment to accuracy

Communications

• Ability to build and foster relationships with senior team members, investment bankers, and clients
• Exceptional writing and verbal communication skills
• Ability to manage multiple high priority tasks and initiatives
• Prepares high impact materials
• Seamlessly leads both internal and external meetings

Team Player

• Experience with managing, coaching, and leading work of junior team members
• Able to collaborate across teams and levels, both internally and externally
• Builds trusted relationships with all team members and senior stakeholders
• 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

• 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

Additional information

To ensure a fair and transparent recruitment process, please do not use GenAl tools during interviews. Failure to adhere to these guidelines may result in disqualification from the recruitment process.

Pay and benefits

The annual salary for this position at commencement of employment is expected to be $130,000/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.