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.
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.
CB Insights Leadership Principles
At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work.
- Solve customer problems. It’s our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process.
- Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
- Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren’t built from afar.
- Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
- Danger zones:
- Bureaucracy. May the best ideas and execution win.
- Complexity. Leaders use frameworks and systems to simplify.
- No commitment. Leaders don’t compromise just to get along. Debate. Disagree. But once a decision is made, commit.
- Leaving what’s important unsaid or undone. No “circling back.”
- Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
- Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they’re excited to share with the world.
- Live off the land. Leaders creatively use resources already available to them – especially AI – to execute and automate their work.
- Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
- Help others. Leaders know we’re building this together.
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 strong POV
- You are motivated by challenges and big ideas
- You believe in personal accountability
What we offer:
- Industry Insight: over 500k+ people follow our tech newsletter: sign up here
- Holistic compensation: Competitive cash compensation, comprehensive healthcare coverage (PPO, HSA, and FSA options), multiple mental health resources, 401(k) with company match, annual professional development 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 are informed by qualifications, location, internal equity, and current market data. While we aim to hire at our established Hiring Target, starting pay may vary based on factors such as market rates, the qualified pool of candidates, and individual experience.
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.
Skills Required
- 2+ years professional experience in financial services, banking, payments, fintech vendor, investment banking, equity research, consulting, corporate strategy/innovation, corporate partnerships, or journalism.
- Writing experience within fintech/financial services; ability to synthesize complex concepts into digestible, forward-looking insights.
- Able to work with large datasets.
- Knowledge and passion for technology investment, venture capital, and early-stage innovation in financial services or banking.
- Strong communication and presentation skills and leadership abilities; comfortable speaking to customers and prospects.
- BA/BS degree.
- Startup experience.
- High tolerance for change and resilience ("thick skin").
What We Do
CB Insights fuses machine learning, algorithms, data and visualizations together to help large enterprises ask, answer and articulate compelling answers to difficult questions - about growth, about competition and about the markets and technologies of the future.
Why Work With Us
It's quite simple: the people, product and personality. CB Insights team is one where the brains are big and egos are small. We have an industry standard product loved by customers and we've taken data and analytics to predict tech trends and made it conversational and interesting.
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