Experienced Vice President – FinTech Investment Banking
Financial Technology Partners is seeking an experienced Investment Banking Vice President.
Company Description
Financial Technology Partners (aka “FT Partners”) is the only investment banking firm focused exclusively on the financial technology sector. We broadly define the sector as the dynamic convergence of technology-based solutions and financial services. FT Partners was recently recognized as "Dealmaker of the Year" and "Investment Banking Firm of the Year" by The M&A Advisor.
The firm was founded by Steve McLaughlin, Managing Partner, formerly a senior investment banker in Goldman Sachs & Co.'s Financial Technology Group and Financial Institutions Group in New York and San Francisco. The firm's Founder and senior bankers are all highly experienced investment bankers formerly with the financial technology, M&A and investment banking groups of Goldman Sachs & Co in New York, San Francisco, London and Los Angeles.
Role Description
Leads the direction and discussions of the model or strategy of the project with clients with little to no guidance from senior bankers. Builds and effectively illustrates client story and investment thesis in presentation form; presents analysis and insights with confidence and gravitas. Has expertise of processes and deal flow from origination to close. Serves as a resource for others on major industry trends and begins to be skilled in business development. Understanding of legal framework of transactions, including shareholder rights, key term sheet items and other terms and conditions. Proven ability to dissect and pull together trading and transaction comparables. Appropriately manages and understands assumptions around DCF, LBO and related valuation techniques; understands nuances and underlying data to properly layout fundamental valuation analysis. Demonstrates significant command to articulate valuation to buyer, investors and the client and can construct a valuation thesis from data and company details. Seen as a subject matter expert and teaches technical concepts to others.
Manages multiple workstreams and multiple deals while maintaining a level of presence and focus; anticipates and manages upcoming tasks for deal teams with little to no oversight. Plans and strategizes with senior bankers, interprets the strategy/goal and works with junior bankers to execute. Demonstrates ability to develop strategic and tactical project plans; anticipates needs/potential challenges and takes appropriate steps to prevent them. Remains flexible and adaptable, and remains calm under pressure. Takes accountability and ownership for all deliverables and ensures completion by established deadlines. Consistently shows willingness to roll up the sleeves and support both immediate team members and broader team on a wide variety of projects and challenges as needed. Utilizes junior bankers efficiently; delegates effectively based on skillset and provides clear and thoughtful guidance/context. Manages capacity of junior bankers effectively and appropriately provides input on staffing calls to ensure equitable and balanced workload.
General Qualifications
Must have 6+ years of full-time investment banking experience in M&A sell side advisory
FINRA Series 63 and 79 registration
Undergraduate degree with a 3.5 GPA or greater
Demonstrated capability to lead and manage projects
Excellent organizational, execution and time management skills; attention to detail
Relationship management skills, able to interact with all levels within an organization
Strong presentation skills in both large and small group settings
Strategic thinker with strong analytical skills
Proven quantitative and technical skills
Proficient with Excel and PowerPoint
An entrepreneurial spirit, ready to roll up your sleeves and dig into the complexities of any task or challenge
Strong work ethic and drive with a high degree of self-discipline and motivation
U.K. work authorization depending on work location, we do not sponsor in either location
Communications Skills
Exceptional writing and verbal communication skills, able to prepare high impact materials
Participates effectively in both internal and external meetings
Maturity and poise to work directly with client executives
Team Player
Team player who can contribute to building a positive team spirit, keeps commitments, inspires the trust of others, works with integrity and ethically, and upholds firm values
Ability to perform under pressure, amid tight deadlines; can effectively prioritize and plan
Collaborative across teams and levels, both internally and externally
Understands coaching for long term development of self and others
Why FT Partners
Managing Partner and Managing Directors formerly of Goldman Sachs and JP Morgan
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 VC 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 the one of largest sectors: financial technology
Top-notch financial sponsor relationships
Close-knit, rapidly growing team
Selected Transactions
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
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. If you require reasonable accommodation as part of the application process, please contact recruiting@ftpartners.com .
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