Principal Analyst

Who we are…

GlobalData is a specialist information services company that helps organizations make better decisions through trusted data, expert analysis, and innovative solutions. With more than 3,500 colleagues across 20+ industries, we support over 5,000 customers worldwide through one integrated intelligence platform.

Celent, part of GlobalData, provides technology research and consulting services to financial institutions. Its offerings include retained advisory support, primary research, the VendorMatch digital platform, and focused strategy consulting designed to help clients evaluate and apply technology effectively.

Why join GlobalData?

GlobalData is at a pivotal point in its growth journey. Following multiple acquisitions and having recently received transformational investment we need curious, ambitious, courageous people to support us in achieving our vision of becoming the world’s trusted source of strategic industry intelligence.

Our big ambitions mean that life at GlobalData is fast paced, entrepreneurial and rewarding. We recognize the collective power of our people, and it’s the collaboration of our teams that have shaped our success and will continue to do so in the future.

The role…

As a Principal Analyst, you will help shape the future of life insurance through deep industry expertise, strategic insight, and leadership. You will support the development and delivery of the North American life insurance research agenda, using primary and secondary research to ensure alignment with market trends and client needs.

You will establish yourself as a recognized authority in life insurance technology and strategy, providing thought leadership and strategic guidance to clients and internal teams. You will also lead consulting projects, partner with business development and client service teams to identify growth opportunities, strengthen client satisfaction, and mentor colleagues to support their professional development.

What you’ll be doing…

Research: You will lead the development and execution of research agendas aligned with industry trends and client needs. This will involve:

• Identifying key themes and emerging trends across the financial services technology landscape. • Producing high-quality research with actionable insights for clients and internal stakeholders. • Collaborating with cross-functional teams to integrate findings into broader strategic initiatives. • Tracking and forecasting technology trends, including emerging Insurtech and Fintech startups. • Assessing how new technologies can strengthen financial services propositions and operating models. • Profiling emerging and established technology solutions to help clients navigate the market. • Identifying technologies and providers with the potential to significantly influence the industry.

Your research will support our retained advisory service, giving clients access to your expertise and insights to inform decision-making.

Strategy Consulting: You will lead high-impact projects and deliver solutions aligned with client objectives. This will involve:

• Leading teams on complex initiatives, ensuring delivery against client goals and timelines, while independently managing selected projects. • Acting as a trusted advisor and developing tailored solutions to clients’ strategic challenges. • Identifying project risks and implementing effective mitigation strategies.

Clients include leading financial services firms, consultancies, venture capital firms, and technology vendors serving the insurance sector.

Relationship Building and Business Development

The Principal Analyst and Advisor will build and maintain strong relationships with senior stakeholders and clients. This will involve:

• Developing trusted relationships that support collaboration and shared objectives. • Supporting business development and identifying growth opportunities within financial services technology. • Understanding client needs and effectively positioning the firm’s offerings. • Working with leading insurers, consultancies, venture capital firms, and insurance technology vendors.

Individual Profile and Company Brand Promotion: As a Principal Analyst and Advisor, you will build your industry profile and strengthen the company brand within your area of expertise. This will involve:

• Engaging with specialist financial services technology media. • Presenting at industry forums and conferences, including Fintech and Insurtech events. • Being accessible to the technology and financial services communities for discussion and insight.

Your external presence will strengthen the company’s reputation as a thought leader, generate opportunities for media coverage, and help you build a strong network across the technology and financial services sectors.

Mentorship and Talent Development

You will mentor and develop colleagues across the organization. This will involve:

• Providing guidance and coaching to support professional growth. • Encouraging knowledge sharing, collaboration, and continuous improvement. • Leading by example and promoting innovation and self-development.

What we’re looking for…

• Degree-level education or equivalent experience, with 10+ years in the life insurance technology domain, including one or more of the following:
• Experience within a life insurance company, with responsibility for technology strategy or delivery; or
• Experience within a management consulting, research, or advisory firm serving the life insurance sector; or
• Experience with a life insurance technology vendor, focused on technology strategy or delivery across the insurance value chain.
• Exceptional written and verbal communication skills.
• Strong qualitative and quantitative research and analytical capabilities, with experience managing research agendas.
• Deep knowledge of life insurance and technology, with the ability to translate complex concepts into actionable strategies.
• Strong presentation and public-speaking skills, including engagement with senior leaders and media.
• Intellectual curiosity and the drive to master new areas.
• Proven ability to lead high-impact consulting projects and build trusted relationships.
• Strong storytelling skills and the ability to communicate through data and impactful visuals.
• Creative problem-solving and innovative thinking.
• Ability to work independently and remotely.

In addition to a rewarding career, we support our GlobalData colleagues with a range of benefits across health, finances, fitness, travel, tech and more. To find out more about the roles and benefits on offer in your region, visit careers.globaldata.com

GlobalData believes strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, we are proud to be an Equal Opportunity Employer. GlobalData is determined to ensure that no applicant or employee receives less favorable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.

Degree-level education or equivalent experience and 10+ years in life insurance technology, with research, consulting, strategy, analytics, communication, presentation, and relationship-building expertise.

Key Responsibilities

• leading research
• advising clients
• mentoring colleagues

Job Details

• Category: Research and Development (R&D)
• Seniority: Senior Level
• Commitment: Full Time
• Workplace: Remote — United States
• Salary: USD 155,000 – 220,000 / year
• Languages: English

About GlobalData

A specialist information services company providing data, research, and consulting solutions. — Industry: Information Technology