2026 Summer Analyst, Investment Banking (San Francisco)

To qualify for the 2026 Summer Analyst position at Financial Technology Partners, applicants should be undergraduate or master's students graduating between December 2026 and June 2027, ideally majoring in Finance or Accounting. A minimum 3.7 cumulative GPA and strong standardized test scores, such as a 1400 SAT or 30 ACT, are preferred. Prior internship experience in finance or accounting is also ideal, along with excellent problem-solving skills and a readiness to work under tight deadlines.

As a Summer Analyst at Financial Technology Partners, your day-to-day responsibilities will encompass financial modeling, company valuations, and analyzing financial performance. You'll also be involved in corporate and industry research, due diligence, and strategic analyses. Crafting marketing materials and preparing management presentations will be part of your role, ensuring you contribute meaningfully to each transaction from inception to close.

At Financial Technology Partners, we prioritize the development of our Summer Analysts through hands-on experience and mentorship from senior bankers who hail from prestigious backgrounds such as Goldman Sachs and JP Morgan. Our team-oriented culture fosters collaboration and feedback, allowing you to grow not just in technical skills but also in confidence and professionalism as you tackle real transactions in the dynamic financial technology sector.

The starting salary for the 2026 Summer Analyst position at Financial Technology Partners is an impressive $110,000 annually. This competitive compensation reflects our commitment to attracting top talent ready to take on the challenges and rewards of working in a fast-paced investment banking environment.

The Summer Analyst program at Financial Technology Partners is unique due to its focus on the rapidly evolving Financial Technology sector, offering unparalleled deal flow with premier clients. With a close-knit and energetic culture, you'll experience a supportive environment while engaging in significant transactions, giving you invaluable insights and networking opportunities with top executives in the industry.

Financial modeling is the backbone of investment banking, and as a Summer Analyst, you should understand how to build models that project the potential financial performance of a company. Start by familiarizing yourself with Excel, focusing on creating projections based on historical data, and understand the assumptions behind your inputs to ensure accuracy. Be ready to discuss specific models or experiences you've had in creating financial projections during the interview.

Handling tight deadlines requires strong time management and prioritization skills. During the interview, you can discuss your strategies for breaking down tasks into manageable parts, effectively allocating your time, and communicating with your team to ensure everyone stays aligned. Sharing a specific example where you navigated a high-pressure situation successfully will demonstrate your competency.

In an interview, you could explain that equity financing involves raising capital through the sale of shares, which dilutes ownership but does not require repayment. In contrast, debt financing involves borrowing funds that must be repaid over time, often with interest. Discussing real-world implications and providing examples of when a company might choose one over the other can showcase your understanding of funding strategies in investment banking.

Key skills include strong analytical abilities, attention to detail, effective communication skills, and the capacity to work collaboratively in a team. During your interview, emphasize how you have developed these skills through past experiences, whether academic projects, internships, or extracurricular activities, to illustrate your fit for the position.

When asked this question, recall a specific project where you collected data, analyzed it, and synthesized the information for a presentation. Focus on your methodology, how you ensured the accuracy of your data, and the tools you used. Highlight the outcome of your presentation—did it lead to actionable insights or decisions?

When asked about your interest in the financial technology sector, speak to the intersection of finance and technology and how it drives innovation and efficiency. You can mention trends you've followed, how you've engaged with fintech tools personally or academically, and why you see this sector as a fertile ground for investment banking opportunities.

Demonstrating strong organizational skills is key here. You can discuss using task management tools or methods like the Eisenhower Box to categorize tasks by urgency and importance. Providing an example from a time you managed multiple assignments effectively will showcase your ability to navigate complex workloads.

Investment banking can be incredibly challenging due to its demanding nature and the stakes involved in transactions. During your interview, you can articulate that while the fast pace and high expectations can be daunting, they also provide an opportunity for significant personal and professional growth. Discuss how being resilient and adaptable can help overcome these challenges.

When asked this question, express your admiration for Financial Technology Partners’ reputation in the financial sector and its focus on fintech. Highlight aspects of their culture, such as the close-knit team environment and the firm’s commitment to mentorship, as well as the opportunity to work on exciting transactions that make a real impact.

This question tests your ability to communicate technical knowledge effectively. Address the importance of simplifying concepts by using relatable analogies or breaking down terms into their most basic components. Sharing a personal example where you've done this before will illustrate your capability.