Capital Markets Research Analyst
About the role
Firm Overview
Financial Technology 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. The Financial Technology sector is a dynamic industry that encompasses the convergence of financial services and technology. We are a 250+ 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, Morgan Stanley, JP Morgan, Evercore, and many more.
Role Description
The Analyst will be responsible for conducting in-depth research and analysis in the FinTech and financial sectors, focusing on the private capital markets ecosystem. This role will require data extraction, investor profiling, and managing proprietary databases. Responsibilities also include tracking key developments in private equity and venture capital, institutional investment trends, and public markets activity.
In This Role, You Will
- Track and analyze investor information and feedback on live transactions.
- Conduct comprehensive investor profiling and tracking of major developments in the private capital markets.
- Research on the largest institutional investment platforms and map their various strategies and pools of capital.
- Profile key individuals, including senior partners and deal leads and gather information on professional backgrounds, roles, and investment experience.
- Analyze term sheets and other materials received from investors.
- Manage and maintain investor databases, ensuring accuracy and relevance.
- Deliver assigned Key Result Areas (KRAs) within the specified time frame and with 100% accuracy.
Skills And Qualifications
- Analytical mindset with a problem-solving approach.
- 1 – 3 years’ work experience.
- Proficient in MS Word, Excel, and PowerPoint.
- Strong interest in finance.