2026 Special Executions – Data Analytics… at Financial… · New York

2026 Special Executions – Data Analytics Summer Analyst

Firm Overview

FT Partners is one of the most successful boutique investment banks on Wall Street. 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. We are a global firm with 200+ professionals that prides itself on promoting 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, Morgan Stanley, Evercore and Barclays, among others.

Role Description

• SpecialX is FT Partners’ quantitative and analytical engine. We support and work alongside the investment banking teams, but our focus is different. We go deep into the numbers to make sure every analysis we produce can stand up to the scrutiny of investors during buyer diligence.
• Data Analytics Summer Analysts focus on analyzing complex datasets to uncover insights that support investment theses, validate growth initiatives, and ensure the credibility of financial KPIs and narratives presented to investors.
• Data Analytics Summer Analysts develop strong financial and analytical skills while working on live deal transactions. Summer Analysts will gain hands-on experience working with large datasets using tools such as SQL, Python, Excel, Tableau, and Alteryx, while learning how to translate complex data into clear and compelling insights for investors and clients.

Key Responsibilities

• Work closely with investment bankers and clients to understand business drivers and data structures
• Analyze large financial datasets to develop data-led narratives driving company growth and performance
• Lead core financial workstreams including cohort analysis, retention analysis, unit economics analysis, sales efficiency analysis, and other growth initiatives validation
• Build data visualizations, models, and reporting to communicate key findings to clients and investors

General Qualifications

• Graduation date between December 2026 – June 2027 
• Minimum 3.6 GPA required
• Major in Finance, Data Science, Analytics, Quantitative Finance, Statistics, Computer Science, or other quantitative major required
• Experience with SQL, Python, R, PowerPivot, Tableau, or Alteryx required
• 1400 SAT / 30 ACT strongly preferred
• 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 proficiency in Excel
• Foundational data analytics and financial analysis skills
• Strong understanding of core accounting & finance concepts
• Excellent problem-solving ability and intellectual curiosity
• Ability to work with large datasets and complex analytical problems
• Excellent attention to detail and commitment to accuracy
• Demonstrated ability to learn new technical tools and analytical techniques

Communications

• Strong writing and verbal communication skills
• Ability to articulate methods and results of complex analyses
• Ability to manage multiple high priority tasks and initiatives
• Prepares high impact materials
• Participates effectively in both internal and external meetings

Team Player

• Able to collaborate across teams and levels, both internally and externally
• Builds trust in relationships with all team members
• 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

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. 

The annual salary for this position at commencement of employment is expected to be $100,000/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. 

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