Equity Research Vice President
Posted 14 Jul 2026
Advertised as “Equity Research Vice President – FinTech”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 5–8 yrs
- Management level
- People management
- Visa sponsorship
- Not offered
No salary listed for this role.
CertificationsBachelor’s Degree, SIE, Series 7
Field of studyAccounting, Economics, Finance (or related)
CertificationsMaster of Business Administration, Cfa
Equity Research Vice President – FinTech
Location: San Francisco, CA (preferred); New York, NY also considered
Team: Equity Research
Firm: Financial Technology Partners (FT Partners)
Company Overview
Financial Technology Partners (FT Partners) is the only investment bank focused exclusively on the dynamic and rapidly growing financial technology (FinTech) sector. Founded by senior Goldman Sachs alumni, Steve McLaughlin, FT Partners is consistently recognized as a top-tier advisor, having been awarded "Investment Banking Firm of the Year" and "Dealmaker of the Year" by M&A Advisor.
Our firm combines deep sector knowledge with world-class execution and is uniquely positioned at the intersection of technology and finance. With a commitment to excellence, innovation, and industry thought leadership, we continue to expand our platform—including our growing Equity Research division, which delivers cutting-edge insights into the FinTech landscape.
Role Summary
We are seeking a highly motivated Equity Research Vice President to join our growing research team, working alongside II-ranked covering analyst Trevor Williams. This is a senior role with a unique opportunity to help build out a differentiated research product in a fast-paced, entrepreneurial environment.
The VP will have the opportunity to be the Senior Analyst on the team’s coverage of information services, payroll software, and remittance companies, working closely with the entire equity research team, the investment banking team, and FT Partners' leadership to generate high-quality, actionable research, support institutional investor engagement, and help lead the team. This includes financial modeling, thematic analysis, industry forecasting, client interaction, and mentorship of junior team members.
Key Responsibilities
Research & Analysis
- Lead coverage of companies and subsectors within information services, FinTech software, and payroll software.
- Build and maintain robust financial models, including earnings forecasts, valuations (DCF, comps), and scenario planning.
- Conduct in-depth company and sector research using public filings, proprietary data, and third-party sources.
- Analyze market, competitive, and regulatory trends that influence investment outlooks.
- Author high-quality research reports, investment recommendations, and thematic pieces.
Client & Stakeholder Engagement