Special Executions Group - Data Analytics Analyst (NY)

About the role

The Special Executions Group ("SpecialX") at Financial Technology Partners (“FT Partners”) is the quantitative and analytical engine that supports and works alongside the investment banking teams. Our focus is on deep data analysis to ensure every analysis stands up to investor scrutiny during buyer diligence.

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
• Identify new analytical approaches and frameworks to enhance the team’s ability to analyze business models and operating performance
• Support and mentor junior analysts in the execution of workstreams

Qualifications

• Major in Data Science, Analytics, Quantitative Finance, Statistics, or other quantitative major required
• 1-3 years of experience in transaction analytics, SaaS / FinTech data analytics or a related business / data analytics role
• Prior experience supporting M&A transactions, due diligence, or deal-related analytics strongly preferred
• Strong knowledge of core finance & accounting concepts required
• Experience with SQL, Python, R, PowerPivot, Tableau, or Alteryx required

General Qualifications

• Permanent U.S. work authorization required

Business and Technical Skills

• Strong proficiency in Excel
• Advanced data analytics and financial analysis skills
• Excellent problem-solving ability and intellectual curiosity
• Demonstrated ability to learn new technical tools and analytical techniques
• Excellent attention to detail and commitment to accuracy
• Strong writing and verbal communication skills
• Ability to articulate methods and results of complex analyses
• Able to manage multiple high priority tasks and initiatives
• Prepares high impact materials
• Participates effectively in both internal and external meetings
• Builds trust in relationships with all team members
• 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 (among many others)
• Executing both billion-dollar and early-stage / high-growth transactions
• Excellent career path, strong and competitive compensation
• Unparalleled deal flow with premier client base
• Access to world-class executives at high-growth companies
• Dominant footprint in one of largest sectors: financial technology
• Top-notch financial sponsor relationships
• Close-knit, rapidly growing team

Selected Transactions

• 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
• CloudWalk’s $150 million Financing at a ~$2.2 billion Valuation
• CloudWalk’s $150 million Financing at a ~$2.2 billion Valuation

Annual Salary

The annual salary for this position at commencement of employment is expected to be $100,000/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave).