The Senior Manager, Market Intelligence, will transform data into insights and insights to action by integrating and analyzing multiple data sources to enable better and more timely decision-making. They will apply modern methodologies and advanced strategic analysis approaches to develop insights and actionable recommendations.
This role offers a data-driven, analytic, strategic thinker the opportunity to make actionable recommendations to support strategic decision-making at CFA Institute. Market Intelligence is a two-person team within Corporate Strategy, which works on the organization’s critical business and growth initiatives. The team supports cross-functional business/product teams by providing analysis and insights to support decisions about key product categories, competitors, customers and geographies.
What You’ll Do
- Strategic advisory: Support and advise the Head, Corporate Strategy, Leadership Team, and Product Leaders on strategic decision-making by synthesizing insights, observations, and trends across multiple studies and sources. Anticipate changing trends, opportunities, and threats, and develop implications and recommendations for product and business strategy.
- Competitive intelligence: Provide proactive, ongoing monitoring of the external environment using advanced intelligence tools to identify opportunities, competitor activity, and market shifts. Partner with client facing teams to gather and analyze competitive data.
- Market research and analysis: Conduct market research and analysis to inform strategic evaluation of new market and product opportunities, including market sizing, demand studies, and industry trend analysis. Collaborate with cross-functional teams to support business objectives through data-driven decision-making.
- Customer insights: Deliver fact-based customer understanding and root-cause analysis to inform product demand, development, pricing, and enhancement decisions. Apply customer experience metrics, including NPS (Net Promoter Score) scoring and analysis, to track satisfaction and loyalty trends and translate them into actionable recommendations.
- Research project ownership: Own strategic research projects end-to-end — problem definition, hypothesis formulation, market and financial modeling, analysis, insight development, and presentation/delivery to stakeholders.
- Knowledge management: Maintain a market intelligence knowledge hub to manage and disseminate primary and secondary research, with a focus on AI-powered insight delivery over document search. Leverage the organization’s data, content and knowledge resources and collaborate cross-functionally to support business decisions.
- Advance the function: Stay abreast of new trends, technologies, and solutions; evaluate market intelligence systems, tools, and methodologies to drive continuous improvement and innovation in the function.
What You’ll Bring
- Bachelor's degree required; MBA preferred.
- 5 plus years' experience in strategy, management consulting, and/or corporate development, developing growth strategies and identifying product or market opportunities.
- Demonstrated experience in market analysis, competitive intelligence, and strategic analysis.
- Knowledge of, or experience in, the investment industry preferred.
- Experience with data providers such as FactSet, Morningstar, Bloomberg, or World Bank a plus.
- Familiarity with modern research methodologies and tools (e.g., design thinking, social listening, agile research platforms, or behavioral/System 1 methodologies) a plus.
- Familiarity/experience of building AI models or GPTs to synthesize research and data.
Skills & Competencies
- Strong analytical and strategic thinking, with the ability to move fluidly between big-picture synthesis and detailed analysis.
- Exceptional ability to identify trends in data, articulate the "so what," and translate insights into clear, actionable recommendations.
- Excellent storytelling and presentation skills, with the ability to communicate complex insights to cross-functional partners in ways that support decisions and action.
- Genuinely curious and self-motivated, with strong problem-solving skills and creative research design.
- Independent and highly organized, able to manage multiple projects simultaneously without sacrificing quality or nuance.
- Strong interpersonal and communication skills (written, verbal, listening, and presentation), with executive-level presence and a professional, diplomatic demeanor.
- Global cultural orientation, with experience working effectively across regions.
- Demonstrated ability to meet deadlines and drive results in a fast-paced, changing environment.
- Fluency in English required; additional languages a plus.
- Comfort asking questions and challenging assumptions, rather than simply following direction.
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We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits
Work Authorisation and Sponsorship
Applicants who currently require, or may in the future require, visa sponsorship to work in the country where this role is based should be aware that CFA Institute does not normally provide visa sponsorship for new employees and does not anticipate doing so for this position.
Location Eligibility
Applicants should be aware that this position is approved for hire only in the location(s) listed in this job posting. Eligibility will be assessed based on an applicant's current ability to work from a location listed in this job posting at the time of application, and CFA Institute is unable to progress applications from individuals who are currently unable to work from the advertised hiring location(s), including where relocation is planned for a future date.
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We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.
If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to [email protected] noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.
Skills Required
- Bachelor's degree
- 5+ years of experience in strategy, management consulting, and/or corporate development
- Experience developing growth strategies and identifying product or market opportunities
- Experience in market analysis, competitive intelligence, and strategic analysis
- Strong analytical and strategic thinking skills
- Excellent storytelling and presentation skills
- Strong problem-solving, research design, organization, communication, and interpersonal skills
- Ability to manage multiple projects and meet deadlines in a changing environment
- Fluency in English
- MBA
- Knowledge of or experience in the investment industry
- Experience with FactSet, Morningstar, Bloomberg, or World Bank
- Familiarity with design thinking, social listening, agile research platforms, or behavioral/System 1 methodologies
- Experience building AI models or GPTs to synthesize research and data
- Additional language proficiency
CFA Institute Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CFA Institute and has not been reviewed or approved by CFA Institute.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage alongside life and disability insurance is described as robust. These offerings are positioned as a dependable cornerstone of the package.
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Retirement Support — A generous retirement program with 401(k) and profit sharing in many locations supports long-term financial security. This element stands out within total rewards.
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Leave & Time Off Breadth — Generous paid time off, a year-end office closure, summer hours, and volunteer time underscore strong time-away support. Additional programs broaden the range of time-off options.
CFA Institute Insights
What We Do
CFA Institute is a global community of more than 175,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals adhering to the highest levels of ethics and investment expertise. We achieve these goals by: raising standards of professional excellence in the industry; championing ethical behavior in investment markets; serving as a respected source of knowledge in investment markets; and creating a strong global community of investment professionals.
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