Vice President, Investment Banking
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 their 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
Communications Skills
Team Player
Why FT Partners?
Selected transactions include advising :
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.
Vice President • San Francisco, CA, US