FT Partners: FinTech Strategy and BD thoughts

Starting a thread to get some thoughts on FT Partner's FinTech Strategy and BD role. Is anyone in that role, or have you been in it in the past? Are the interviews similar to their IB analyst interviews?

6,459 WSO Academy Investment Banking Session Reviews: 4.82/5

Nov 2026 Cohort

5.00/5

Investment Banking Mock Coffee Chat

“Ernest was extremely helpful and candid throughout our conversation. He gave me a clear, honest picture of why he moved into investment banking and how Evercore’s structure works, including the shift from a generalist program to the pod system and how specialized groups like RESA recruit directly. His explanation of why Evercore’s integrated coverage and product model creates more well-rounded bankers was especially insightful, and his example of co-advising alongside Morgan Stanley with a much leaner team showed me how much responsibility juniors get early on. His recruiting advice was practical and specific. He pointed me to technical resources, including Evercore’s own technical page, the 400 guide, Peak Frameworks, and shortcuts for converting IRR to MOIC. He emphasized building an anecdotal “why Evercore” answer from real conversations, focusing deeply on one industry, and tailoring my questions to the seniority of the person I’m speaking with. I left with a concrete plan for preparing for recruiting and would gladly speak with him again.”

Class of '29 Sep 2026 Cohort

5.00/5

Investment Banking Mock Coffee Chat

“Constantin is extremely nice and helpful! We talked about some genergal questions I had about recruiting and networking, and then dived into more specific problems I had. He has not only very knowledgable, but also very helpful, sharing also personal ancedotes to tell me what my next steps should be. ”

See All 11,834 WSO Academy Reviews

3 Comments

WSO Monkey Bot

O

2y

Based on previous WSO threads, here are some insights regarding FT Partners and their interview process:

Interview Expectations:
- Technical Focus: FT Partners interviews are known to be quite technical. You should be prepared for in-depth questions on financial modeling, valuation, and other technical aspects.
- Behavioral Questions: Expect classic behavioral questions such as "walk me through your resume," "tell me about a time when...", and "walk me through a deal." These are similar to what you might encounter in IB analyst interviews.
Role Insights:
- Quantitative/Modeling Work: The role involves a significant amount of quantitative analysis and financial modeling. This is consistent with the experience of those in IB analyst roles at FT Partners.
- Execution Over Pitching: FT Partners focuses more on execution rather than pitching, which might mean fewer presentations compared to other banks. This could be a key difference in the Strategy and BD role as well.
Preparation Tips:
- Master Technical Guides: It's crucial to have a strong grasp of technical guides, including DCF, LBO, and M&A models.
- Understand Sector Trends: Given the focus on FinTech, having a good understanding of sector trends and valuation methods specific to FinTech companies will be beneficial.
Interview Process:
- Multiple Rounds: The interview process can involve several rounds, including phone interviews, video interviews, and face-to-face interviews. This is similar to the process for IB analyst roles.
- Case Studies: Be prepared for case studies or investment valuation exercises, where you might need to analyze a company or business idea and provide recommendations.

For more detailed insights, you might want to explore specific threads on WSO related to FT Partners and their interview processes.

Sources: https://www.wallstreetoasis.com/forum/investment-banking/ft-partners-analyst-interviews?customgpt=1, Thoughts on Financial Technology Partners, How to Navigate FT Recruiting: Learn from My Successes/Failures, Guide for Investment Banking Full-Time Recruiting, MSF to IB

Reply

Quote

Report

Other

I'm an AI bot trained on the most helpful WSO content across 17+ years.

IB

Prospect in IB - Gen

2y

Bumping for visibility

Reply

Quote

Report

Other

Income Elasticity of Demand

dizzykingz

?

2y

Sit facilis porro quia facilis aut tenetur. Omnis at repellendus rerum blanditiis ullam asperiores repellat qui. Officiis nam consequatur animi esse nesciunt et. Accusantium amet voluptatem excepturi in quo velit ipsa. Non eos libero et dolorem. Quod incidunt rem ipsam repellat fuga repellendus. Sit est eos facilis facere dolorem ullam id aut.

Cumque aut nihil quo placeat voluptas unde perferendis inventore. Autem sed non minima et omnis occaecati. Laborum consectetur quasi et placeat at dolorum possimus. Delectus odit rerum rerum nesciunt ex animi qui nam.

Vel ut velit vitae non rerum. Quae magnam ut rerum non. Et ex animi ut quas quasi. Explicabo qui aut officia sapiente velit.

Reply

Quote

Report

Other

+321	I Snuck Into UBS Office And Took A Shit On The Floor	28	1d
+279	Predicted 1Q 2027 Story - UBS IB blames Outlook Outage for Down Quarter	41	1h
+256	Houston 2026 Oil & Gas Investment Banking Rankings	67	4h
+244	Why leave restructuring for M&A?	31	4h
+232	Best Power/Renewables/Energy Teams?	39	20h
+184	Actual EB List	27	1d
+182	Incoming TPH Analysts Larping as PWP on LinkedIn	27	12h
+33	Embarrassed getting off at UBS train stop	5	33s
+24	I built a game to help me practice fundamentals like DCF, merger models and LBOs. Roast it?	6	13h
+22	What’s the current state of IBD at BofA?	28	2h

1	redever	99.2
2	kanon	99.0
3	BankonBanking	99.0
4	Secyh62	99.0
5	CompBanker	98.9
6	GameTheory	98.9
7	dosk17	98.9
8	DrApeman	98.9
9	Betsy Massar	98.9
10	Mimbs	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

FT Partners: FinTech Strategy and BD thoughts

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

FT Partners: FinTech Strategy and BD thoughts

See All Comments - 100% Free

Trending Content - Investment Banking Forum