Research & Content Strategy Associate
Location: San Francisco, CA
Firm: Financial Technology Partners LP (“FT Partners”)
Financial Technology Partners LP (“FT Partners” or the “Firm”) is looking for a highly analytical and driven Research & Content Strategy Associate to join our team in San Francisco. This role is ideal for someone with deep fintech knowledge who thrives in a fast-paced, entrepreneurial environment.
About FT Partners
FT Partners is the only investment bank focused exclusively on the financial technology sector. We deliver world-class strategic and financial advisory services to the most innovative companies shaping the future of finance.
About the Role
We're looking for a highly analytical, AI-native Research & Content Strategy Associate to help us produce industry-leading research, thought leadership, and marketing content.
This role sits at the intersection of market research, data analysis, content creation, and AI-powered workflow automation. You'll conduct original research, identify emerging market trends, produce professional research reports, create compelling marketing content, and leverage the latest AI tools to dramatically increase productivity and quality.
If you're naturally curious, love digging into data, enjoy writing, and constantly experiment with new AI tools to work smarter and faster, we'd love to talk.
Responsibilities
Primary Research
- Conduct primary research through surveys, interviews, outreach campaigns, and expert conversations
- Perform secondary research across industry reports, financial filings, news sources, academic publications, and proprietary datasets
- Develop research methodologies that produce differentiated market intelligence
- Validate findings through multiple independent sources
Data Analysis
- Analyze large datasets to identify trends, patterns, and investment themes
- Synthesize quantitative and qualitative information into actionable insights
- Build dashboards, visualizations, and supporting analysis
- Identify emerging technologies, competitive dynamics, and market shifts
Research Reports
- Produce professional-quality research reports suitable for executive audiences
- Write market landscapes, industry analyses, company profiles, white papers, and thought leadership
- Transform complex technical topics into clear, compelling narratives
- Ensure exceptional editorial quality, accuracy, and visual presentation
Content Marketing
- Create high-quality content across multiple formats including:
- Articles
- Blog posts
- White papers
- Case studies
- LinkedIn content
- Website copy
- Presentation materials
- Sales collateral
- Repurpose long-form research into shorter, high-impact marketing assets
- Maintain a consistent editorial voice and brand quality
Email Marketing
- Build and execute targeted email marketing campaigns
- Develop audience segmentation strategies
- Create compelling email copy that drives engagement
- Measure campaign performance and continuously optimize results
- A/B test messaging, subject lines, and content formats
AI & Automation
- Leverage leading AI platforms (ChatGPT, Claude, Gemini, Perplexity, Grok, and others) to significantly improve research quality and productivity
- Build AI-assisted workflows for research, writing, data synthesis, and content generation
- Continuously evaluate new AI tools and incorporate them into daily workflows
- Help identify opportunities to automate repetitive knowledge work across the organization
Qualifications
- 3–7+ years of experience in research, consulting, market intelligence, equity research, investment banking, journalism, strategy, or a related analytical role
- Exceptional writing and communication skills
- Experience producing polished research reports for executive audiences
- Strong analytical and critical thinking abilities
- Excellent attention to detail
- Comfortable working with large amounts of information and synthesizing complex topics quickly
- Highly organized and able to manage multiple projects simultaneously
Preferred Experience
Experience with one or more of the following:
- Market research
- Financial research
- Competitive intelligence
- Equity research
- Industry analysis
- B2B marketing
- Content marketing
- Email marketing platforms
- CRM systems (HubSpot, Salesforce, etc.)
- Data visualization tools
What We're Looking For
The ideal candidate is:
- Naturally curious and obsessed with learning
- Able to quickly become an expert on unfamiliar industries
- An outstanding writer and storyteller
- Comfortable balancing analytical rigor with creativity
- Self-directed and thrives with minimal oversight
- Passionate about producing work that is both insightful and visually polished
- Focused on finding faster, smarter ways to accomplish complex work
Bonus Points
- Experience using AI agents and workflow automation tools
- Familiarity with prompt engineering and AI-assisted research workflows
- Experience creating executive presentations
- Basic design skills (PowerPoint, Canva, Figma, Adobe Creative Suite)
- Experience with video or multimedia content creation
- Background in financial services, fintech, venture capital, or technology
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
Inclusion and Equal Opportunity Employment:
Financial Technology Partners is proud to be an equal opportunity employer committed to diversity and inclusion. We welcome all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status, or any other legally protected factors.
