Senior Intelligence Analyst, Fintech

Research technology markets and companies. Help clients make decisions. Publish compelling research.

If you are passionate about emerging trends in the fintech space, including everything from digital banking to cross border payments, then we have the role for you.

The role you'll play:

You will be given the opportunity to produce digestible and actionable insights and track technology markets as well as the industry competitors of tomorrow. In this role you will help identify which emerging tech markets will flourish and which will fade, by using data and not your gut.

About the IU team:

Working on the Intelligence Unit is like having a front row seat to the future. There is no team quite like ours anywhere, inside or outside of tech. It's a unique opportunity to spend your day analyzing the technology markets, business models, and companies of tomorrow in Fintech. To do so, you will have full access to the CB Insights software platform and its billions of data points, which you will be immersed in every day.

You will be surrounded by some of the most curious and driven people you will ever meet and held up to the highest standards every day. Our analysts and editors come from backgrounds as diverse as investment banking, VC, consulting, equity research, journalism, and market research.

As you grow, you will have the opportunity to work with both startups and incumbents in your industry, and have the ear of senior decision makers.

Your main tasks:

• Publish digestible, differentiated, and incisive research on our client-only platform.
• Analyze the momentum of fintech startups, tech markets, and competitive dynamics.
• Develop forward-looking analyses and insights for public-facing reports across fintech topics.
• Develop and give client and prospect presentations to discuss tech markets and companies in fintech
• When required, mentor, coach, and supervise the work of one or two junior analysts
• Support PR and media requests with subject matter expertise.
• Proactively identify industry trends and customer needs to guide content planning.
• Must be passionate and knowledgeable about technology investment, venture capital, and early-stage innovation in financial services or banking.

What you bring to the table:

• 5+ years professional experience working in a financial services or banking industry related position (fintech vendor, or related investment banking, equity research, consulting, or journalism experience).
• Writing experience within the above fields is a must - ability to synthesize complex concepts into digestible, forward looking insights.
• Demonstrate a contagious passion for the material: Should be a startup / tech geek passionate about all things fintech
• Strong communication and presentation skills and leadership abilities. You should feel comfortable speaking to Fortune 500 clients/prospects as an authority on the business and the category.
• Some startup experience is a plus, a thick skin and high tolerance for change required.
• BA/BS required; relevant graduate degrees a plus.

Please note this is a US-based role.

In addition to base salary, this role is also eligible for a bonus opportunity.

A little bit about our pay practices: Typically, we will hire at our Hiring Target, but actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints.

What we're all about

We're on a mission to advance the technology economy -- one driven by innovation, markets, and entrepreneurship. We believe a thriving technology economy powers a thriving society. By synthesizing, analyzing and visualizing millions of data points, we deliver a 360° view of the technology economy – powering the insights that buyers, sellers, investors, and advisors need.

As a CBIer, you can expect to leverage generative AI to drive creativity, efficiency, and strategic decision-making. Our culture is infused with the spirit of exploration and experimentation – and AI is a catalyst for new ideas and breakthrough solutions.

CB Insights Leadership Principles

At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work.

1. Solve customer problems. It’s our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process.
2. Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
3. Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren’t built from afar.
4. Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
5. Danger zones:
   • Bureaucracy. May the best ideas and execution win.
   • Complexity. Leaders use frameworks and systems to simplify.
   • No commitment. Leaders don’t compromise just to get along. Debate. Disagree. But once a decision is made, commit.
   • Leaving what’s important unsaid or undone. No “circling back.”
6. Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
7. Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they’re excited to share with the world.
8. Live off the land. Leaders creatively use resources already available to them – especially AI – to execute and automate their work.
9. Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
10. Help others. Leaders know we’re building this together.

You’ll want to work here if

• You are excited about how AI is transforming tech
• You are hungry for feedback and the chance to grow
• Your instinct is to work smarter not harder
• You love developing as a SME with a POV
• You are motivated by challenges and big ideas
• You believe in radical personal accountability

You don’t want to work here if:

• You are a tech pessimist
• Radical Candor is not your style
• You like to build big processes
• You stay @ the 30,000 foot view instead of digging into the details
• You prefer to operate in your comfort zone
• You expect to be judged by outputs instead of outcomes

What we offer:

• Award-winning culture: recognized by Inc., Glassdoor, and Built-in for leadership, career opportunity, and engagement
• Industry Insight: over 500k+ people follow our tech newsletter: sign up here
• Holistic compensation: cash, rich healthcare insurance benefits including PPO, HSA, and FSA options, Gympass, multiple mental health resources, pet insurance, 401k match, annual education stipend, and generous paid time off.

About our pay practices

We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions consider factors like qualification, location, internal equity, and market data.

Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching, flexible healthcare options plus mental health and gym resources, professional development and education stipends, great PTO, and more.

EqualOpportunityEmployer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We’re proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.