2026 Special Executions – Data Analytics Summer Analyst

2026 Special Executions – Data Analytics Summer Analyst

Firm Overview

Financial Technology Partners is one of the most successful boutique investment banks on Wall Street. Headquartered in San Francisco with additional offices in NYC and London, FT Partners has advised on some of the most meaningful transactions in the high-growth Financial Technology sector in recent years. We offer a full suite of financial and strategic advisory services, including merger and acquisition advisory, private capital raising and capital markets advisory. The Financial Technology sector is a dynamic industry that encompasses the convergence of financial services and technology. We are a global, 200+ employee firm that prides itself on having an extremely collegial and energetic culture. Every member of the organization is expected to meaningfully contribute to the Firm’s success. Senior bankers at the Firm are formerly of Goldman Sachs, Morgan Stanley, JP Morgan, Evercore and Barclays among others.  

Role Description

• SpecialX is FT Partners’ quantitative and analytical engine. We support and work alongside the investment banking teams, but our focus is different. We go deep into the numbers to make sure every analysis we produce can stand up to the scrutiny of investors during buyer diligence.
• Data Analytics Summer Analysts focus on analyzing complex datasets to uncover insights that support investment theses, validate growth initiatives, and ensure the credibility of financial KPIs and narratives presented to investors.
• Data Analytics Summer Analysts develop strong financial and analytical skills while working on live deal transactions. Summer Analysts will gain hands-on experience working with large datasets using tools such as SQL, Python, Excel, Tableau, and Alteryx, while learning how to translate complex data into clear and compelling insights for investors and clients.

Key Responsibilities

• Work closely with investment bankers and clients to understand business drivers and data structures
• Analyze large financial datasets to develop data-led narratives driving company growth and performance
• Lead core financial workstreams including cohort analysis, retention analysis, unit economics analysis, sales efficiency analysis, and other growth initiatives validation
• Build data visualizations, models, and reporting to communicate key findings to clients and investors

General Qualifications

• Graduation date between December 2026 – June 2027 
• Minimum 3.6 GPA required
• Major in Finance, Data Science, Analytics, Quantitative Finance, Statistics, Computer Science, or other quantitative major required
• Experience with SQL, Python, R, PowerPivot, Tableau, or Alteryx required
• 1400 SAT / 30 ACT 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 proficiency in Excel
• Foundational data analytics and financial analysis skills
• Strong understanding of core accounting & finance concepts
• Excellent problem-solving ability and intellectual curiosity
• Ability to work with large datasets and complex analytical problems
• Excellent attention to detail and commitment to accuracy
• Demonstrated ability to learn new technical tools and analytical techniques

Communications

• Strong writing and verbal communication skills
• Ability to articulate methods and results of complex analyses
• Ability to manage multiple high priority tasks and initiatives
• Prepares high impact materials
• Participates effectively in both internal and external meetings

Team Player

• Able to collaborate across teams and levels, both internally and externally
• Builds trust in re