Remotery

Competitive Intelligence Analyst

ateFinancialRemoteUS flagIllinoisFull-timeResearch AnalystMid-levelSenior$92k – $118k/year

Posted Jul 21

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Continuously observe competitors, products, underwriting, pricing, distribution, technology, and market indicators to discern significant shifts, risks, and opportunities.

• Transform raw intelligence into succinct, executive-ready outputs utilizing the Insight → Implication → Action framework.

• Develop and sustain the core Competitive Intelligence (CI) toolkit over time, starting with a market watch summary, competitor moves log, source library, and focused competitor profiles, then expanding into scorecards, battlecards, dashboards, and quarterly executive reviews as the function evolves.

• Prioritize CI activities based on decision impact, repeatability, and feasibility, ensuring the function generates fewer, more precise outputs instead of broad reports that are unsustainable.

• Conduct ad hoc in-depth analyses of competitor activities, new entrants, partnership opportunities, pricing adjustments, underwriting changes, and distribution dynamics.

• Evaluate where the company is succeeding or struggling in the market and assist in identifying the root causes behind performance gaps.

• Collaborate with Product, Underwriting, Distribution, Marketing, Sales, and other cross-functional teams to validate findings and translate insights into actionable steps.

• Assist with quarterly executive competitive reviews, monthly market summaries, and rapid-response briefs for urgent competitive developments.

• Develop and manage the SharePoint-based CI intelligence hub, which includes competitor profiles, source library, market watch archive, decision briefs, and competitor moves log.

• Employ AI-enabled tools and workflow automation to expedite signal collection, summarize recurring sources, categorize competitive actions, and enhance output consistency while retaining human judgment and source validation.


⛳️ Requirements

• 5-8+ years of experience in competitive intelligence, market intelligence, strategy, product strategy, management consulting, corporate development, analytics, or a related field.

• Strong analytical capabilities, including benchmarking, gap analysis, market mapping, trend analysis, and the synthesis of qualitative and quantitative data.

• Proven ability to navigate ambiguity, structure new problem areas, and distill incomplete information into clear conclusions, actionable implications, and recommendations for senior leaders.

• Exceptional written and verbal communication skills, with proficiency in creating concise, executive-ready briefs, presentations, and decision support materials.

• Comfort in collaborating with cross-functional stakeholders and influencing decisions without direct authority.

• High intellectual curiosity, structured thinking, strong attention to detail, and sound judgment regarding what is most critical.

• Proficiency in Excel, PowerPoint, and research tools; experience with BI tools, dashboards, SharePoint, Teams, OneDrive, AI-enabled research, or workflow automation is preferred.

• Familiarity with life insurance, financial services, distribution partnerships, underwriting, or regulated markets is strongly preferred; candidates with transferable experience in strategy, market intelligence, or competitive analysis from adjacent industries will also be considered.


🏝️ Benefits

• Medical Insurance: Choose from a variety of plans to fit your healthcare needs.

• Dental Insurance: Coverage for preventive, basic, and major dental services.

• Employer-Paid Vision: Comprehensive eye care coverage at no cost to you.

• Employer-Paid Basic Life and AD&D Insurance: Peace of mind and additional protection.

• Employer-Paid Short-Term and Long-Term Disability Insurance: Financial support in case of illness or injury.

• 401(k) Plan: Save for your future with a company match to help you grow your retirement savings.

• PTO and Sick Time accrue each pay period: Take time off when you need it.

• Annual Bonus Program: Performance-based bonus to reward your hard work.

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