MX is a fintech company on a mission to empower the world to be financially strong. We build technology that helps banks, credit unions, and fintechs deliver smarter, more intuitive financial experiences to millions of people.
Like many startups, we’ve navigated real growth challenges — and we’ve come out stronger on the other side. Today, MX is in a phase of renewed momentum and scale, with a solid foundation and a clear vision for what’s next. This is a place where thoughtful execution matters, innovation is encouraged, and individuals have real ownership over their work.
Our culture values curiosity, accountability, and impact. We give people the space to question assumptions, design better solutions, and help shape how the company grows. If you’re looking to do meaningful work, influence outcomes, and grow alongside a company that’s ready to move fast, you’ll feel at home at MX.
MX is seeking a distinguished Market Analyst to join our Finance organization as the senior-most individual contributor in market intelligence and strategic finance. Operating at the intersection of macroeconomic analysis, quantitative market research, and corporate strategy, this role serves as an executive thought leader and strategic advisor to C-suite leadership and the Board of Directors.
In this role, you will define enterprise market research frameworks, quantify total addressable market (TAM) opportunities across financial technology sectors, and model complex unit economics for prospective growth vectors. You will act as an authoritative subject matter expert (SME), translating ambiguous market shifts into rigorous data-driven financial models, value propositions, and strategic memoranda that guide corporate strategy, resource allocation, and Go-To-Market (GTM) investments.
Job Duties
- Executive Thought Leadership & Strategic Partnership: Serve as the primary market intelligence advisor to the CFO, VP of Strategic Finance, and executive leadership, translating global financial trends and fintech disruptions into actionable strategic frameworks and board-level memoranda.
- Enterprise Market Research & TAM Modeling: Lead quantitative research initiatives across open finance, digital banking, data aggregation, and consumer financial behaviors; design sophisticated addressable market (TAM/SAM/SOM) models to evaluate strategic expansion opportunities.
- Unit Economics & Monetization Strategy: Partner with FP&A and Pricing & Monetization leaders to build financial feasibility models, value calculators, and unit economic frameworks to validate pricing strategies and measure product ROI for enterprise financial institution partners.
- Competitive Intelligence & Industry Benchmarking: Monitor global macroeconomic conditions, regulatory changes, and competitive metrics across financial technology platforms (including competitors such as Plaid) to identify growth opportunities and systemic market risks.
- Cross-Functional Synergy & GTM Alignment: Collaborate with Revenue Operations, Product Management, Corporate Strategy, and Marketing to ensure market intelligence directly informs company Objectives and Key Results (OKRs), product roadmaps, and M&A evaluations.
- Functional Mentorship & Analytical Governance: Establish data hygiene standards and research methodologies across the team; mentor and elevate junior and mid-level analysts in quantitative modeling, data visualization, and executive storytelling.
Basic Requirements
- Master’s degree in Finance, Econometrics, Quantitative Economics, Statistics, or an MBA with a quantitative concentration required.
- 10+ years of progressive experience in strategic market research, strategic finance, equity research, or corporate strategy within Financial Services, SaaS, or Fintech organizations.
- Executive Presence & Communication: Proven track record of interfacing with and advising C-suite executives, Board members, and industry partners, with exceptional capability in data-driven storytelling and strategic memoranda.
- Quantitative Mastery: Expert proficiency in advanced quantitative financial modeling, unit economic analysis, statistical forecasting, and market research methodologies.
- Industry Acumen: Deep expertise in open banking, data aggregation, SaaS monetization models, and financial institution operating structures.
Preferred Requirements
- Ph.D. in Economics, Finance, Statistics, or a related quantitative discipline preferred.
- Chartered Financial Analyst (CFA) designation or equivalent professional certification.
- Hands-on proficiency with statistical software (Python, R, SQL), business intelligence tools (Tableau, Power BI, Domo), and financial databases (PitchBook, S&P Capital IQ, CB Insights).
MX is proudly committed to recruiting and retaining a diverse and inclusive workforce. As an Equal Opportunity Employer, we never discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, military or veteran status, status as an individual with a disability, or other applicable legally protected characteristics. We particularly welcome applications from veterans and military spouses. All your information will be kept confidential according to EEO guidelines. You may request reasonable accommodations by sending an email to [email protected].
Skills Required
- Master's degree in Finance, Econometrics, Quantitative Economics, Statistics, or an MBA with a quantitative concentration
- 10+ years of progressive experience in strategic market research, strategic finance, equity research, or corporate strategy within Financial Services, SaaS, or Fintech organizations
- Experience advising C-suite executives, board members, and industry partners
- Exceptional data-driven storytelling and strategic memorandum capabilities
- Expert proficiency in advanced quantitative financial modeling, unit economic analysis, statistical forecasting, and market research methodologies
- Deep expertise in open banking, data aggregation, SaaS monetization models, and financial institution operating structures
- Ph.D. in Economics, Finance, Statistics, or a related quantitative discipline
- Chartered Financial Analyst designation or equivalent professional certification
- Hands-on proficiency with Python, R, SQL, Tableau, Power BI, Domo, PitchBook, S&P Capital IQ, and CB Insights
MX Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MX Technologies and has not been reviewed or approved by MX Technologies.
-
Leave & Time Off Breadth — Time off includes flexible time off, paid holidays, and a companywide winter recharge week. A formal sabbatical program and flexible working arrangements expand time‑away options.
-
Healthcare Strength — Healthcare support includes subsidized medical coverage, employer HSA contributions, and free mental‑health options with access to financial and legal services. These offerings indicate a robust core health package.
-
Parental & Family Support — Parental and family support features generous parental leave and childcare support within a stated family‑first approach. Such resources strengthen coverage for growing families.
MX Technologies Insights
What We Do
MX Technologies is a fintech company that aims to connect people with their financial data in a way that automates their money experience. MX Technologies, the financial data platform and leader in modern connectivity, helps organizations everywhere connect to the world’s financial data and turn raw, unstructured data into their most valuable asset to deliver intelligent and personalized money experiences. MX connects more than 16,000 financial institutions and fintechs providing the industry’s most reliable and secure data connectivity network. MX Technologies enhances financial data by cleansing, categorizing, and adding metadata that empowers organizations to deliver personalized experiences, reduce fraud, approve loans faster, and help customers save and invest smarter. Founded in 2010, MX Technologies is one of the fastest-growing fintech innovators. Additionally, MX powers 85% of digital banking providers, as well as thousands of banks, credit unions, and fintechs, with a combined reach of over 200 million consumers.
