Innovation Analyst

Bankwell Financial - New Canaan, CT

Full-time - Entry Level

New Canaan, CT

Credit Intermediation and Related Activities

About the position

The Innovation Analyst will support the Chief Innovation Officer in a unique capacity by fostering strategic partnerships and driving innovation initiatives in the fintech space. This role is ideal for a motivated individual with a passion for the fintech industry, who can efficiently manage relationships, organize information, and enhance communication between team members and potential partners.

Responsibilities

• Conduct in-depth research on potential fintech partners, generating insights and recommendations based on market trends.
• Input conversations and partnership interactions into HubSpot CRM, ensuring accurate tracking of all communications and follow-ups.
• Schedule meetings, manage calendars, special events, and set appointments, optimizing the Chief Innovation Officer's time and mitigating scheduling conflicts.
• Act as the first point of contact for potential partners, evaluating opportunities and screening calls to determine their relevance before escalation to the Chief Innovation Officer.
• Growing our network and deepening our relationships.
• Initiating and leading special projects (building internal products and programs, etc).
• Create and maintain accurate records of discussions, decisions, and action items resulting from meetings with partners and internal team discussions.
• Facilitate communication within the innovation team, ensuring that team members are informed and aligned on objectives and priorities.

Requirements

• Bachelor's degree in Business, Finance, Innovation, or a related field.
• 1-3 years of experience in banking, analytical roles, or a client-facing position.
• Strong organizational skills with the ability to prioritize tasks effectively.
• Excellent verbal and written communication skills.
• Strong project management skills.
• Has a passion for learning to play a key role.
• Proficient in HubSpot CRM and Microsoft Office Suite (Excel, PowerPoint, Word).
• A keen interest in fintech and a willingness to learn and grow in a dynamic environment.