Macro Research & Content Strategy Associate

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.