Macro Research & Content Strategy Associate

financial technology partnersMillbrae, CA

yesterday

Occupations

Market Research Analysts and Marketing SpecialistsFinancial and Investment AnalystsWriters and Authors

Industries

Marketing Consulting ServicesPortfolio Management and Investment AdviceMarketing Research and Public Opinion Polling
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About the role

Macro Research & Content Strategy AssociateFinancial 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.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.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.ResponsibilitiesPrimary ResearchConduct primary research through surveys, interviews, outreach campaigns, and expert conversationsPerform secondary research across industry reports, financial filings, news sources, academic publications, and proprietary datasetsDevelop research methodologies that produce differentiated market intelligenceValidate findings through multiple independent sourcesData AnalysisAnalyze large datasets to identify trends, patterns, and investment themesSynthesize quantitative and qualitative information into actionable insightsBuild dashboards, visualizations, and supporting analysisIdentify emerging technologies, competitive dynamics, and market shiftsResearch ReportsProduce professional-quality research reports suitable for executive audiencesWrite market landscapes, industry analyses, company profiles, white papers, and thought leadershipTransform complex technical topics into clear, compelling narrativesEnsure exceptional editorial quality, accuracy, and visual presentationContent MarketingCreate high-quality content across multiple formats including:ArticlesBlog postsWhite papersCase studiesLinkedIn contentWebsite copyPresentation materialsSales collateralRepurpose long-form research into shorter, high-impact marketing assetsMaintain a consistent editorial voice and brand qualityEmail MarketingBuild and execute targeted email marketing campaignsDevelop audience segmentation strategiesCreate compelling email copy that drives engagementMeasure campaign performance and continuously optimize resultsA/B test messaging, subject lines, and content formatsAI & AutomationLeverage leading AI platforms (ChatGPT, Claude, Gemini, Perplexity, Grok, and others) to significantly improve research quality and productivityBuild AI-assisted workflows for research, writing, data synthesis, and content generationContinuously evaluate new AI tools and incorporate them into daily workflowsHelp identify opportunities to automate repetitive knowledge work across the organizationQualifications3–7+ years of experience in research, consulting, market intelligence, equity research, investment banking, journalism, strategy, or a related analytical roleExceptional writing and communication skillsExperience producing polished research reports for executive audiencesStrong analytical and critical thinking abilitiesExcellent attention to detailComfortable working with large amounts of information and synthesizing complex topics quicklyHighly organized and able to manage multiple projects simultaneouslyPreferred ExperienceExperience with one or more of the following:Market researchFinancial researchCompetitive intelligenceEquity researchIndustry analysisB2B marketingContent marketingEmail marketing platformsCRM systems (HubSpot, Salesforce, etc.)Data visualization toolsWhat We're Looking ForThe ideal candidate is:Naturally curious and obsessed with learningAble to quickly become an expert on unfamiliar industriesAn outstanding writer and storytellerComfortable balancing analytical rigor with creativitySelf-directed and thrives with minimal oversightPassionate about producing work that is both insightful and visually polishedFocused on finding faster, smarter ways to accomplish complex workBonus PointsExperience using AI agents and workflow automation toolsFamiliarity with prompt engineering and AI-assisted research workflowsExperience creating executive presentationsBasic design skills (PowerPoint, Canva, Figma, Adobe Creative Suite)Experience with video or multimedia content creationBackground in financial services, fintech, venture capital, or technologySelected Transactions Include Advising:Deribit's $4.3 billion Sale to CoinbaseDivvy's $2.5 billion Sale to Bill.comAvidXchange's $2.2 billion Sale to TPG & CorpayGreenSky's $2.2 billion Sale to Goldman SachsTruebill's $1.3 billion Sale to Rocket CompaniesRevolut's $1.3 billion Financing at a $33 billion ValuationFinicity's $1 billion Sale to MastercardIntermex's $500 million Sale to Western UnionSpotOn's $300 million Series F Financing at a $3.6 billion ValuationBilt's $250 million Financing at a $10.75 billion ValuationLumin Digital's $200 million Growth FinancingStash's $146 million Series H FinancingCloudWalk's $150 million Financing at a ~$2.2 billion ValuationInclusion 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.

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JOB OVERVIEW

Experience level

Senior

Location

Millbrae, CA

Occupation

Market Research Analysts and Marketing Specialists

Industry

Marketing Consulting Services

Posted

yesterday

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Macro Research & Content Strategy Associate at financial...