Senior Analyst, Fintech Research

Help clients make strategic decisions. Identify tomorrow’s fintech winners today. Publish and present compelling research.

If you are passionate about the future of fintech, including everything from agentic payments to digital banking to stablecoins, then we have the role for you.

The role you'll play:

You will shape the future of private markets for the financial services sector. Your opportunity is to identify and analyze which emerging fintech startups will be tomorrow’s leaders. To do so, you will use data to publish actionable, digestible, differentiated, and (most importantly) forward-looking insights and research on those startups, their markets, and the implications for incumbents.

The outputs of your work will support the strategic decision making of the world’s leading companies. This role is for someone who can make the right calls and articulate why those are the right calls in a high-visibility environment.

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 companies, technology markets, and business models of tomorrow in fintech.

To do so, you will have full access to the CB Insights 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.

Your main tasks:

Analyze fintech startups with data.

Map fintech developments to tech markets and competitive shifts.

Publish digestible, differentiated, and incisive research.

Develop and deliver presentations for clients and industry events.

Proactively identify industry trends and customer needs.

Partner with go-to-market colleagues in support of business growth objectives.

Support PR and media requests with subject matter expertise.

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:

Domain expertise of fintech startups: Must be able to articulate a clear, forward-looking point of view on the sector and its companies.

A contagious passion for fintech and the future of financial services: Should be a startup/tech geek passionate about all things fintech related. This includes blockchain and cryptocurrency.

Exceptional verbal communication and presentation skills. You should feel comfortable holding conversations with customers and prospects on fintech-related topics.

Writing experience within the above fields is a must. The ability to synthesize complex concepts into digestible, forward looking insights.

Able to work with large datasets, and apply those datasets to your research.

Some startup experience is a plus, a thick skin and high tolerance for change required.

Ability to work in a fast-paced environment.

5+ years professional experience working in financial services (e.g., corporate strategy/ innovation, corporate partnerships, consulting, equity research, investment banking, journalism, or startup experience).

A proven track record of value-added results from your prior experience.

BA/BS required; relevant graduate degrees a plus.

#LI-Hybrid

Please note this is a US-based role.

In addition to base salary listed below, this role is also eligible for a bonus opportunity.

Compensation

$120,000 $149,000 USD

What we're all about

CB Insights is the leader in predictive intelligence on private companies—turning exclusive data on millions of firms into early, trusted signals on future performance and direction. The company pioneered predictive intelligence with its Mosaic Score—the first system to reliably forecast the outlook for a private company—and has since built it into a comprehensive platform of AI and data capabilities. Today, leading strategy, investment, and business development teams rely on CB Insights to identify the right companies, markets, and opportunities before their competitors do.

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