Circle is looking for an Analyst, Market & Ecosystem Intelligence to build and run a critical intelligence function. You will turn complex market signals across stablecoins, payments networks, and regulation into clear, decision-grade insights that guide company strategy, capital allocation, product prioritization, and executive decision-making.
What You'll Do
- Track global stablecoin market structure, including market share shifts, distribution dynamics, and competitive positioning.
- Monitor on-chain liquidity flows and exchange concentration to surface fragmentation, venue dependency, and displacement risk.
- Analyze reserve disclosures and key dependencies across counterparties, custodians, and distribution channels.
- Build and maintain competitor dossiers, including network expansion moves and go-to-market strategy signals.
- Monitor adoption of stablecoins by card networks, PSPs, banks, and cross-border/real-time settlement platforms.
- Track digital asset regulatory and policy developments (US, EU, APAC) and maintain a jurisdictional risk tracker.
- Deliver executive-ready intelligence outputs (impact summaries, escalation memos, and scorecards) tied to defined early-warning triggers.
What We're Looking For
- 3–5 years of experience in strategy, competitive intelligence, financial research, fintech, payments, digital assets, or consulting.
- Strong analytical and structured-thinking skills, with the ability to translate ambiguity into clear, defensible insights.
- Ability to synthesize regulatory, technical, and financial inputs into concise, executive-ready narratives.
- Strong writing skills, including experience producing decision memos and leadership-facing materials.
- Comfort operating in a fast-moving environment with limited structure and evolving priorities.
- Ability to prioritize independently, manage multiple workstreams, and deliver reliably against deadlines.
Nice to Have
- Experience with blockchain analytics tools such as Dune, Nansen, or Glassnode.
- Familiarity with stablecoin market structure, liquidity dynamics, and ecosystem drivers.
- Exposure to regulatory policy analysis across major jurisdictions.
- Experience supporting senior executives and/or Board-level materials.
- Background in payments, banking, or treasury analytics.
Technical Stack
- Dune
- Nansen
- Glassnode
Work Mode
This is a global position.
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status, or any other protected status required by the laws in the locations where we hire.
