Special Executions Group – Experienced Associate (NY)
Financial Technology Partners, New York, NY, United States
Special Executions Group – Experienced Associate (NY)
New York, NY Role Overview FT Partners is seeking an Experienced Associate for its Special Executions Group (SpecialX). SpecialX is the firm’s dedicated financial and strategic execution arm. We work alongside the investment banking teams with a focus on ensuring that financial analysis, growth positioning, and investor materials are fully prepared to withstand sophisticated private equity and strategic buyer scrutiny. Role Description The Associate will operate in an oversight-heavy, forward-looking role at the center of live transactions. They will help shape how high-growth FinTech companies articulate and defend their growth story to sophisticated investors, advise on growth projections and risk framing, and construct the financial narrative to align with investor underwriting. This requires strong financial judgment, intellectual confidence, and the ability to move between detailed execution and strategic advisory. The Associate will work directly with senior bankers and firm leadership, gaining exposure to transaction strategy and investor positioning at the highest levels. Key Responsibilities Own critical financial and growth workstreams across live deals, including revenue quality, cohort & retention analysis, unit economics, sales efficiency, and growth validation Advise bankers and management teams on how growth should be modeled, projected, and defended before sophisticated investors Identify and frame key issues driving investor scrutiny, surface risks, and shape mitigation strategies prior to diligence Maintain visibility across multiple transactions, balancing deep execution on select deals with high-level oversight Set and reinforce high standards of analytical rigor and investor-grade thinking, including mentorship of junior professionals Help strengthen and institutionalize SpecialX as a differentiated strategic capability within FT Partners General Qualifications Major in finance, accounting, economics, or related field required Advanced degree and/or professional qualifications strongly preferred (e.g., MSc, MBA, CPA, CFA) Minimum of 5–8 years of experience in transaction services, financial due diligence (FDD / QoE), or high-growth corporate finance roles strongly preferred SaaS / Tech or FinTech experience strongly preferred Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future Business and Technical Skills Strong grounding in financial diligence, revenue quality analysis, forecasting, and core accounting concepts Proficiency in Excel and PowerPoint Excellent problem-solving ability and intellectual curiosity Excellent attention to detail and commitment to accuracy Communications Ability to build and foster relationships with senior team members, investment bankers, and clients Exceptional writing and verbal communication skills Ability to manage multiple high-priority tasks and initiatives Prepares high-impact materials Leads internal and external meetings smoothly Team Player Experience with managing, coaching, and leading work of junior team members Able to collaborate across teams and levels, internally and externally Builds trusted relationships with all team members and senior stakeholders High level of engagement and commitment to the firm’s goals Self-motivated and entrepreneurial Why FT Partners? Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Evercore and Barclays Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards Experience across billion-dollar and early-stage / high-growth transactions Strong career path and competitive compensation Unparalleled deal flow with premier client base Access to world-class executives at high-growth companies Dominant footprint in financial technology Strong financial sponsor relationships Close-knit, rapidly growing team Selected transactions include advising: 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 To ensure a fair and transparent recruitment process, please do not use GenAI tools during interviews. Failure to adhere may result in disqualification from the recruitment process. Compensation and Benefits The annual salary for this position at commencement is expected to be $130,000/year. Base pay offered may vary based on location, knowledge, skills, and experience. Total compensation may include discretionary awards and a full range of benefits (including medical, 401(k), paid time off, etc.). Details will be provided with an offer. Employment Terms If hired, the employee will be in an “at-will” position and the Company reserves the right to modify base salary and other compensation at any time, including for performance or market factors. Inclusion and Equal Opportunity Employment Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We consider all qualified applicants 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. Voluntary Self-Identification Voluntary self-identification of disability and veteran status information is collected as part of government reporting. Completion of the forms is voluntary and confidential. For details, see the EEOC/OFCCP guidelines referenced in the recruitment materials.
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New York, NY Role Overview FT Partners is seeking an Experienced Associate for its Special Executions Group (SpecialX). SpecialX is the firm’s dedicated financial and strategic execution arm. We work alongside the investment banking teams with a focus on ensuring that financial analysis, growth positioning, and investor materials are fully prepared to withstand sophisticated private equity and strategic buyer scrutiny. Role Description The Associate will operate in an oversight-heavy, forward-looking role at the center of live transactions. They will help shape how high-growth FinTech companies articulate and defend their growth story to sophisticated investors, advise on growth projections and risk framing, and construct the financial narrative to align with investor underwriting. This requires strong financial judgment, intellectual confidence, and the ability to move between detailed execution and strategic advisory. The Associate will work directly with senior bankers and firm leadership, gaining exposure to transaction strategy and investor positioning at the highest levels. Key Responsibilities Own critical financial and growth workstreams across live deals, including revenue quality, cohort & retention analysis, unit economics, sales efficiency, and growth validation Advise bankers and management teams on how growth should be modeled, projected, and defended before sophisticated investors Identify and frame key issues driving investor scrutiny, surface risks, and shape mitigation strategies prior to diligence Maintain visibility across multiple transactions, balancing deep execution on select deals with high-level oversight Set and reinforce high standards of analytical rigor and investor-grade thinking, including mentorship of junior professionals Help strengthen and institutionalize SpecialX as a differentiated strategic capability within FT Partners General Qualifications Major in finance, accounting, economics, or related field required Advanced degree and/or professional qualifications strongly preferred (e.g., MSc, MBA, CPA, CFA) Minimum of 5–8 years of experience in transaction services, financial due diligence (FDD / QoE), or high-growth corporate finance roles strongly preferred SaaS / Tech or FinTech experience strongly preferred Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future Business and Technical Skills Strong grounding in financial diligence, revenue quality analysis, forecasting, and core accounting concepts Proficiency in Excel and PowerPoint Excellent problem-solving ability and intellectual curiosity Excellent attention to detail and commitment to accuracy Communications Ability to build and foster relationships with senior team members, investment bankers, and clients Exceptional writing and verbal communication skills Ability to manage multiple high-priority tasks and initiatives Prepares high-impact materials Leads internal and external meetings smoothly Team Player Experience with managing, coaching, and leading work of junior team members Able to collaborate across teams and levels, internally and externally Builds trusted relationships with all team members and senior stakeholders High level of engagement and commitment to the firm’s goals Self-motivated and entrepreneurial Why FT Partners? Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Evercore and Barclays Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards Experience across billion-dollar and early-stage / high-growth transactions Strong career path and competitive compensation Unparalleled deal flow with premier client base Access to world-class executives at high-growth companies Dominant footprint in financial technology Strong financial sponsor relationships Close-knit, rapidly growing team Selected transactions include advising: 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 To ensure a fair and transparent recruitment process, please do not use GenAI tools during interviews. Failure to adhere may result in disqualification from the recruitment process. Compensation and Benefits The annual salary for this position at commencement is expected to be $130,000/year. Base pay offered may vary based on location, knowledge, skills, and experience. Total compensation may include discretionary awards and a full range of benefits (including medical, 401(k), paid time off, etc.). Details will be provided with an offer. Employment Terms If hired, the employee will be in an “at-will” position and the Company reserves the right to modify base salary and other compensation at any time, including for performance or market factors. Inclusion and Equal Opportunity Employment Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We consider all qualified applicants 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. Voluntary Self-Identification Voluntary self-identification of disability and veteran status information is collected as part of government reporting. Completion of the forms is voluntary and confidential. For details, see the EEOC/OFCCP guidelines referenced in the recruitment materials.
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