Director of Research, Fintech at CB Insights

| Greater NYC Area
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Marshal processes, people, and products. 

The director of research is a leadership role in CB Insights’ Intelligence Unit. This role calls for a dynamic and versatile leader who can shoulder the responsibilities of day-to-day management while inspiring analysts to produce best-in-class research. 

Our mission is to provide clients with the industry’s smartest, most digestible and most actionable insight into the technologies and market trends of tomorrow. The research director will be an accomplished leader who marshals our processes, people, and products to achieve this mission.

The role you’ll play:

You will lead a team of ambitious, hardworking, and sharp analysts focused on the intersection of financial services and technology. 

This role calls for a dynamic and versatile leader who can shoulder the responsibilities of day-to-day management while inspiring analysts to produce best-in-class research. Additionally:

You will join the leadership team on the Intelligence Unit. The director of research will collaborate closely with a small group of research directors working in healthcare, consumer, and other sectors to define a larger vision and strategy for CB Insights’ research products.

You will align analysts with the overall business goals of the company. The director 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.

You will build relationships with other leaders and individual contributors at CB Insights, including within sales, marketing, and account management, and learn how the research can best help fuel their respective efforts. The person joining in this role will be a thought partner to the VP of research, working closely on department-wide initiatives.

Your main responsibilities:

  • Manage and develop a team of analysts, retain talent, and attract the best hires to the team
  • Provide prompt and actionable feedback on research deliverables, with a view toward clarity and digestibility, but also consistency and analytical rigor 
  • Oversee a research calendar for direct reports including free research, behind-the-paywall research, and custom work 
  • Lead and manage multiple high-complexity research projects simultaneously, collaborating with stakeholders in sales, marketing, account management, PR and more to do so
  • Help set the broader vision and direction for the team and help make strategic decisions around research products, process improvements, and coverage

What you bring to the table:

  • 10 or more years experience overall, as well as significant experience leading a team
  • Some research management/leadership experience a requirement – can be within fields such as market research, tech research, equity research, journalism, or consulting 
  • Experience in research/analysis related to the financial services industry (e.g. banking, insurance, payments) a plus but not required 
  • Client-management skills and experience navigating client relationships
  • Knowledgeable and fluent in topics and themes related to technology and business. The candidate will be comfortable in adjacent disciplines such as venture capital, corporate strategy, corporate finance, and M&A. 
  • Embody humility, drive, and a solutions-oriented attitude
  • 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

You’ll be successful here if:

  • You are a proven manager and help us attract, develop, and retain the best analyst talent
  • You are process-minded and can help us slash through inefficiency and reduce complexity
  • You have a product mindset and can help us answer the following questions:
    • What can we do to better meet clients’ needs with our research?
    • What are the appropriate research products and how can we continue to innovate in this area?
    • How can we make our research more actionable and indispensable?

What’s CB Insights All About:

The CB Insights platform is the smartest way to explore and exploit emerging technologies. We help the world’s leading companies accelerate their digital strategy and transformation with data, not opinion. Our Emerging Technology Insights Platform fuses machine and human intelligence to help you discover and manage your response to emerging technology startups and markets.

The Perks:

  • Amazing culture that emphasizes Hard Work, High Standards, Hunger, Helpfulness, and Humility. Learn more here
  • A newsletter that 650k+ people follow:  Sign up here.
  • Be Healthy: Health with HSA and FSA options, dental, and vision insurance along with unlimited/take what you need sick day policy
  • Plan for the future: 401k with up to 4% match
  • Continued Learning: $1,000 yearly continuing education stipend
  • Rest and Relax: Competitive vacation and holiday plans 
  • Refuel: In office daily lunch stipend, unlimited snacks/coffee

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.  

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
    • PostgreSQLDatabases

Location

498 7th Avenue, 14th 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

Javonne

Recruiter

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 does career growth look like on your team?

Our Sales Development Representative team has had tremendous growth over the past couple of years. Our career path is clear, we offer coaching and mentorship in order to successfully promote the team. Our SDRs know exactly what they need to accomplish in order to move up the ladder and grow both personally and professionally.

Logan

Senior Manager, Sales Development

How do your team's ideas influence the company's direction?

Customer Success at CBI acts as the intermediary between our clients and the org. Because of this, we are in a position to voice opinions that influence the product, events we host, and the intelligence we publish. With our fingers on the pulse of emerging tech, we are equipped to become strategic advisors for our customers and also the org.

Graham

Director of Customer Success

What projects are you most excited about?

I'm excited to accelerate our ability to ingest existing data sets. As we continue to expand our data sources, the Product and Data team have worked together to come up with solutions to manage the volume of data that enters the CBI database. I'm eager to work with engineers to start incorporating more automation to boost efficiency in our tools.

Anna

Product Manager

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
One Medical
Unlimited sick days
Vacation + holidays
Bonusly
Bravely

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Outdoors Club Board Game Club Book Club Dungeons and Dragons Club LGBTQ Club
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Highly diverse management team
Unconscious bias training
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Up to $2,750 towards your FSA with up to $500 rollover.
Disability Insurance
Short-term disability insurance covers 60% of annual salary up to $10000 monthly maximum payout.
Dental Benefits
Two different plan options to select from through Guardian.
Vision Benefits
Health Insurance Benefits
3 different plan options through Empire Blue Cross Blue Shield.
Life Insurance
Life insurance at CB Insights is employer paid.
Pet Insurance
Wellness Programs
Gym discounts offered through Empire Blue Cross Blue Shield. Offer access to One Medical.
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 up to 4% of an employee's contribution with immediate vesting at 13 months of employment.
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
CB Insights provides up to 12 weeks of maternity leave and 8 weeks of paternity leave.
Flexible Work Schedule
Remote Work Program
Our remote work program includes work from home full-time remote for specific positions.
Family Medical Leave
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
We offer unlimited sick days.
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
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.
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
$1,000 towards education stipend after you have been with us for 6 months.
Customized development tracks

Additional Perks + Benefits

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

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