Senior Research Analyst, Fintech at CB Insights | Powderkeg

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

If you are passionate about fintech and the technologies shaping the future of financial services, then we have the role for you.

The role you'll play:

Interested in a unique opportunity to produce the most digestible and most actionable insight into fintech markets and vendors? Are you able to develop a viewpoint and package insights into research that is prescriptive rather than merely descriptive?

About the IU team:

Working on the Intelligence Unit is a unique seat with a view into accelerating technology change. There is no team quite like ours anywhere, inside or outside of tech. You are working at a growing SaaS organization, while also spending your day analyzing the tech markets and companies driving tech disruption across industries. 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 medical 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.

Key Responsibilities:

  • Using CB Insights proprietary data set and analytic tools, write reports on fintech and investment trends in payments, banking, lending, and wealth management for corporate strategy, venture capital, and technology decision maker clients.
  • Lead client-directed startup scouting, market research, and technology assessment projects.
  • Develop forward-looking analyses and insights for data-drive reports on fintech
  • Support PR and media requests with subject matter expertise.
  • Develop and give client and prospect client presentations to discuss market trends.
  • Proactively identify industry trends and client needs to guide content planning.
  • Must be passionate and knowledgeable about technology investment, venture capital, and early-stage innovation in healthcare.

Required Experience:

  • 6+ years professional experience working in a technology-related position; 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 related.
  • Strong communication/presentation skills and leadership abilities. You should feel comfortable speaking to clients and prospects as an authority on trends and investment activity in the fintech space.
  • Some startup experience is a plus, a thick skin and high tolerance for change required
  • Strong MS Excel and Powerpoint skills
  • BA/BS required; relevant graduate degrees a plus

#LI-MB1

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.

Compensation

$94,500--$119,700 USD

**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, equity, 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, equity, 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.

Job Summary
  • Job Title
    Senior Research Analyst, Fintech
  • Company
    CB Insights
  • Location
    Remote
  • Employment Type
    Full time
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