Financial Technology Partners - Research Analyst, Companies & Transactions
Requirements
• Analytical mindset with a problem-solving approach. • 1 – 3 years’ work experience. • Proficient in MS Word, Excel, and PowerPoint. • Strong interest in finance, research, and FinTech. • Knowledge of financial sectors, particularly FinTech, M&A, and capital markets, is a plus. • Excellent research and communication skills. • Strong work ethic and a drive for excellence. • Must be an India-based candidate, no US-based candidates please. • B.Com (Hons.), BBA (Finance), MBA (Finance). • 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.
Responsibilities
• Track and analyze key FinTech sectors, companies, and major M&A and capital-raising transactions. • Conduct comprehensive company profiling and tracking of major developments in the focused industry. • Research global M&A activity, IPOs, and financing transactions. • Profile private equity and investment firms. • Profile key individuals, including executives and board members, and gather information on professional backgrounds, roles, and contributions to the company. • Manage and maintain financial and company databases, ensuring accuracy and relevance. • Deliver assigned Key Result Areas (KRAs) within the specified time frame and with 100% accuracy.
Benefits
• 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 one of the largest sectors: financial technology • Top-notch financial sponsor relationships • Close-knit, rapidly growing team • Selected Transactions Include Advising • Divvy’s $2.5 billion Sale to Bill.com • GreenSky’s $2.2 billion Sale to Goldman Sachs • Forge’s $2 billion Merger with Motive Capital Corp. • Truebill’s $1.3 billion Sale to Rocket Companies • Revolut’s $800 million Financing at a $33 billion Valuation • SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation • Upgrade’s $280 million Series F Financing at a $6 billion Valuation • CAIS’ $225 million Series C Financing at a $1 billion+ Valuation • Bilt’s $200 million Financing at a $3.1 billion Valuation • Newfront’s $200 million Financing at a $2.2 billion Valuation • DailyPay’s $75 million Financing at a $1.8 billion Valuation • Cart.com’s $60 million Series C Financing at a $1.2 billion Valuation • Acorn’s Acquisition of GoHenry • Inclusion and Equal Opportunity Employment
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