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.

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. 
• 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:

• 3+ 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 healthcare and/or pharmaceutical related.
• Strong communication and presentation skills and leadership abilities. You should feel comfortable speaking to customers and prospects about trends and investment activity in the financial services/banking industry.
• 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.

Our core values: 

• Build Dope Isht 
• Seek the Truth 
• Create Simplicity 
• Dive Deep 
• Push Limits 
• Own Outcomes

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.

Equal Opportunity Employer: 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.