Director of Research, FinTech

| Greater NYC Area

The director of research for fintech will be responsible for upholding and expanding the vision for the Intelligence Unit’s research geared to the financial services industry.

This person will take the lead in setting the research agenda of the team:

  • What are the most important trends and technologies as gleaned from our data/analysis and how should they be covered?
  • What can we do to better meet clients’ needs with our research?
  • What are the appropriate research formats and methodologies?
  • What will be the big ideas, the narratives, the insights being brought forth?

It is the job of the research director to be the ultimate steward of talent and the research quality on this team. Additionally:

  • This person will be a key part of the leadership team on the Intelligence Unit. The Intelligence Unit’s goal is to provide clients with the industry’s smartest, most digestible, and most actionable insight into the technologies, business models, competitors, and market trends of tomorrow. The director of fintech research will collaborate closely with other research leaders in defining a larger vision and strategy to fulfill this mission.
  • The director will have a keen understanding for how fintech is impacting the main areas of financial services, including banking and insurance and wealth management. But they should also feel a desire to challenge the conventional wisdom with fresh insights.
  • This person will guide the work of the analysts on the team and ensure they align with the overall business goals of the company. They must have strong leadership skills and the ability to hire and inspire others to do their best work, while always meeting our high standards. They should have the determination to lead the team in an atmosphere that calls for aggressive experimentation and change.
  • The research director for fintech will build relationships with other leaders and individual contributors in the company, including within business development, marketing, and customer success, and seek input from them in terms of how the research can best help fuel their respective efforts. The person joining in this role will be a creative partner to the department head, working closely on department-wide initiatives.

Responsibilities:

  • Recruit, manage, and develop a team of hungry and smart analysts who have created industry-leading research on tech and innovation trends across financial services. This includes handling research calendar for the team and assignment queues across public, syndicated, and custom research deliverables.
  • Oversee data-driven research and reports that combine our proprietary data with outside data sets to identify key trends
  • Set a client-focused agenda: Help align the team’s work with the interests of our clients and prospects
  • Help the team understand and develop forward-looking analyses and insights for top financial services areas including insurance, banking, payments, wealth management, and more
  • Support PR requests with data and category knowledge
  • You should be passionate and knowledgeable about technology and have some background in adjacent disciplines such as venture capital, corporate strategy, corporate finance, and M&A

Skills:

  • Research experience a requirement – can be within the fields of market research, equity research, journalism, or consulting in fintech or related area
  • 12+ years experience overall, as well as significant experience leading a team
  • Embody humility, drive, and a solutions-oriented attitude
  • Comfortable with private and public markets including public company financial metrics/ratios
  • Ability to synthesize data and develop meaningful conclusions and predictive insights
  • Strong communication/presentation skills and leadership abilities
  • Ability to multitask and handle the details while keeping an eye on the big picture
  • Some startup experience ideal, thick skin and high tolerance for change required
  • Strong MS Excel and Powerpoint skills
  • BA/BS required; relevant graduate degrees a plus

We know that diversity makes for the best problem-solving and creative thinking. We are dedicated to adding new perspectives to the team and encourage everyone to apply if your experience is close to what we are looking for. Perks and Benefits:

  • Subsidized health, dental, and vision insurance
  • 401k with up to 4% match
  • $1,000 yearly continuing education stipend
  • Daily lunch stipend

Happy, Helpful, Humble, and Hungry: Check out more about our company culture here.

Equal Opportunity Employer: CB Insights is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

If you know someone who'd be perfect for the role,
submit here and you'll be eligible for $5,000!

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Technology we use

  • Engineering
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ReactLibraries
    • ReduxLibraries
    • MySQLDatabases

Location

498 7th Avenue, 17th Floor, New York, NY 10018

An Insider's view of CB Insights

What are some social events your company does?

To help foster cross team communication & collaboration, here are some things CB Insights does:

- yearly company offsite
- monthly company-wide team building events (past events include: bubble ball, game night, talent show, spelling bee, wine tasting, field day, etc.)
- monthly anniversary socials
- volunteer
- Ladies Lunches
- holiday party

Menaka

VP of People Ops

What's the biggest problem your team is solving?

Our team brings new datasets to the platform. A few valuable ones are patents, earnings transcript & press articles from special verticals.Instead of just surfacing the data, we run topic modeling, sentiment analysis & improving recommendation systems.The innovative way of feeding info helps clients to be sensitive to trends moving in the industry.

Shisi

Software Engineer

What are CB Insights Perks + Benefits

CB Insights Benefits Overview

Subsidized health, dental, and vision insurance
401k with up to 4% match
$1,000 continuing education stipend
Daily lunch stipend
Unlimited sick days
vacation + holidays

Culture
Volunteer in local community
Eat lunch together
Open office floor plan
Diversity
Unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Up to $2,000 towards towards your FSA with up to $500 rollover.
Dental Benefits
Two different plan options to select from.
Vision Benefits
Health Insurance Benefits
3 different plan options through Empire Blue Cross Blue Shield
Life Insurance
Retirement & Stock Options Benefits
401(K)
CB Insights 401(K) program allows employees to starting contributing their 4th month of employment.
401(K) Matching
CB Insights 401(K) program matches upto 4% of an employee's contribution with immediate vesting.
Performance Bonus
CB Insights offers a performance bonus for all non-commissioned roles based on company and personal performance.
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 12 weeks of maternal leave and 8 weeks of paternal leave.
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Snacks, coffee, tea and all the goldfish you can handle.
Some Meals Provided
$8 off towards seamless for lunch every day!
Happy Hours
Recreational Clubs
We have different culture clubs you can join including hiking and book clubs.
Professional Development Benefits
Job Training & Conferences
Continuing Education stipend
$1,000 towards education stipend after you have been with us for 6 months.

Additional Perks + Benefits

Subsidized Health Insurance, 401(K) with Matching, Yearly Education Stipend, Lunch Stipend, 3D Printer, Office Gong, Awesome Team Building Events

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