Research Analyst, Companies & Transactions

The Research Analyst will conduct in-depth research and analysis in the FinTech and financial sectors, focusing on key companies, people, and transactions. This role involves data extraction, company profiling, and managing proprietary databases.

Responsibilities include tracking key developments in mergers and acquisitions (M&A), initial public offerings (IPO), financing, private equity, and investments.

In This Role, You Will:

• Track and analyze key FinTech sectors, companies, and major M&A and capital-raising transactions.
• Conduct comprehensive company profiling and track 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, gathering 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.

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, 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.
• Qualifications: B.Com (Hons.), BBA (Finance), MBA (Finance).

Communication 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 contributes to building a positive team spirit, keeps commitments, inspires trust, and works with integrity.
• 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, JP Morgan.
• Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards.
• Executing both billion-dollar and early-stage/high-growth VC transactions.
• Excellent career path, strong and competitive compensation.
• Unparalleled deal flow with a 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