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Fintech Intelligence Analyst

#LI-Hybrid💼 Full-time🗓 2026-07-25

Core

Produce actionable research and insights on emerging fintech markets, startups, and competitive dynamics to help clients make strategic decisions.

Role type

Fintech Intelligence Analyst

Builds

Public-facing reports, client-only platform content, and presentations on fintech trends and investment activity.

Domain

Fintech, Venture Capital, Financial Services

Deliverable

dashboards & analysis

Required skills

Market research, data analysis, report writing, trend identification, client presentation, subject matter expertise in fintech/VC

Preferred skills

Startup experience, journalism or equity research background

Technologies

CB Insights platform

Responsibilities

Publish differentiated research on fintech topics, analyze startup momentum and competitive dynamics, develop forward-looking insights, identify industry trends, partner with go-to-market teams, deliver client presentations, support PR requests

Seniority

Mid-level, hands-on IC

Rewrite
## About the role If you are passionate about emerging trends in the fintech space, including everything from digital banking to cross border payments, then we have the role for you. You will be given the opportunity to produce digestible and actionable insights and track technology markets as well as the industry competitors of tomorrow. In this role you will help identify which emerging tech markets will flourish and which will fade, by using data and not your gut. ## 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 technology markets, business models, and companies of tomorrow in Fintech. 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 come from backgrounds as diverse as investment banking, VC, consulting, equity research, journalism, and market research. ## Your main tasks - Publish digestible, differentiated, and incisive research on our client-only platform. - Analyze the momentum of fintech startups, tech markets, and competitive dynamics. - Develop forward-looking analyses and insights for public-facing reports across fintech topics. - Proactively identify industry trends and customer needs to guide content planning. - Partner with go-to-market colleagues in support of business growth objectives. - Deliver presentations to clients and at industry events. - Support PR and media requests with subject matter expertise. ## What you bring to the table - Must be passionate and knowledgeable about technology investment, venture capital, and early-stage innovation in financial services or banking. - 2+ years professional experience working in a financial services, banking, or payments industry related position (fintech vendor, or related investment banking, equity research, consulting, corporate strategy/innovation, corporate partnerships, or journalism experience). - Writing experience within the above fields is a must - ability to synthesize complex concepts into digestible, forward looking insights. - Able to work with large datasets. - Demonstrate a contagious passion for the material: Should be a startup/tech geek passionate about all things fintech related. - Strong communication and presentation skills and leadership abilities. You should feel comfortable speaking to customers and prospects about trends and investment activity in the financial services industry. - Some startup experience is a plus, a thick skin and high tolerance for change required. - BA/BS required; relevant graduate degrees a plus.
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