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Senior Analyst, Fintech

| Greater NYC Area
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Research emerging tech. Find new trends. Create amazing content. 

If you are passionate about following fintech, and everything from the latest hot fintech startup to blockchain to the growth of Amazon's financial services businesses, then we have a job for you. 

The role you'll play:

Interested in a unique opportunity to produce the most digestible and most actionable insight into the technologies, business models, competitors and market trends of tomorrow? Are you able to help a team package insights into readable, visually engaging, and understandable research? If yes, keep reading.

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 both work at a startup and spend your day analyzing the technologies, business models, companies, and market trends of tomorrow in your industry of interest. 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 the commercial and product side of our business, and have the ear of senior decision makers in your space.

Your main tasks:
  • Write data-driven research and reports that combine our proprietary data with outside data sets to identify key trends and analyze the momentum of fintech startups, companies, and investors
  • Understand and develop forward-looking analyses and insights for top fintech areas including insurance tech, wealth management, among others
  • Publish digestible, differentiated, and incisive research on our client-only platform and occasionally for our public research portal
  • Develop and give client and prospect client presentations to discuss market trends in fintech
  • Support PR requests with data and category knowledge
  • Help develop and pioneer new research products
  • Must be passionate and knowledgeable about technology and related disciplines such as venture capital and M&A
What you bring to the table: 
  • Writing experience a must – can be within the fields of market research, journalism, equity research, investment banking, or consulting in health, technology, or related area
  • 5+ years experience in fintech related-position (can also be while working in any of the above fields). Must be able to demonstrate fintech domain knowledge.
  • Must be a startup/tech geek passionate about all things fintech
  • Ability to synthesize data and develop meaningful conclusions and predictive insights
  • Strong communication/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 ideal, a thick skin and high tolerance for change required
  • Ability to multi-task and manage the details while keeping an eye on the big picture
  • Strong MS Excel and Powerpoint skills
  • BA/BS required; relevant graduate degrees a plus

The Perks:

  • Amazing culture: Happy, Helpful, Humble, Hungry. Learn more here
  • A newsletter that 600k 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: 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

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

Javonne

Senior Associate 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.

Lauren

Senior Director, 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

Senior Manager, 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

Technical Project 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
Daily lunch stipend
Unlimited sick days
vacation + holidays

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Unconscious bias training
Mean gender pay gap below 10%
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.
Remote Work Program
Family Medical Leave
Return-to-work program post parental leave
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid 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.
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Acme Co. hosts lunch and learn meetings once per month.
Promote from within
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, 3D Printer, Office Gong, Awesome Team Building Events

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