Channel and Customer Research Sector Lead, Financial Services

About the role

As the Sector Lead for Financial Services on the Channel & Customer Research (CCR) team, you will play a pivotal role in building and maintaining AlphaSense’s channel research coverage across financial services companies, including insurance, banking, and fintech. Reporting to the Head of Channel & Customer Research, you will oversee the development and execution of CCR projects, ensuring questionnaires, expert sourcebases, and research outputs meet the firm’s standards for quality, consistency, and end-user value.

Responsibilities

• Develop and maintain the CCR coverage roadmap for Financial Services equities, translating sector priorities into a structured pipeline of channel check projects aligned with investor demand, client engagement trends, and key debates across banking, insurance, and fintech.
• Lead the development of high-quality channel check frameworks, including expert sourcebase strategy and structured questionnaires that generate consistent, trackable insights across quarters and across companies under coverage.
• Combine sector expertise with research leadership to guide a team of analysts responsible for conducting structured channel checks across a diverse set of financial services companies and value chains.
• Leverage AlphaSense’s AI interviewer technology to help design and scale primary research workflows that generate consistent, trackable insights from industry participants, including brokers, agents, lenders, payment processors, technology vendors, and other ecosystem participants.
• Act as the connective layer between research strategy and day-to-day execution, helping expand coverage while maintaining a strong understanding of industry dynamics, regulatory considerations, and key market debates.
• Serve as a key stakeholder in refining research frameworks, improving workflows, and partnering with cross-functional teams to strengthen CCR’s Financial Services coverage and ensure consistent delivery of high-quality research.

Requirements

• You have 5–8 years of experience in equity research, market intelligence, consulting, or a related analytical role, with exposure to Financial Services, including banking, insurance, fintech, or adjacent sectors.
• You bring strong domain knowledge of Financial Services, including familiarity with key companies, business models, distribution channels, and the core investment debates across areas such as lending, deposits, payments, underwriting, and financial technology.
• You have experience designing primary research frameworks and questionnaires that translate industry knowledge into structured, repeatable insights, ideally within a channel check or expert interview context.
• You are highly analytical and intellectually curious, capable of quickly developing expertise across new companies and subsectors while identifying where channel checks can generate differentiated, investable insights.
• You are comfortable working cross-functionally with research leadership, operations teams, and analysts to ensure projects are well-structured, feasible, and executed to a consistently high standard.

Qualifications

• You hold a bachelor's degree in a relevant field such as finance, economics, business, or a related discipline.
• You possess excellent communication and interpersonal skills, enabling you to collaborate effectively with cross-functional teams and stakeholders.
• You demonstrate strong organizational and project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.
• You are proficient in using research tools and software, including but not limited to AlphaSense’s AI Interviewer technology.

Skills

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Experience with data analysis and interpretation.
• Knowledge of financial services industry trends and regulations.

Benefits

• Comprehensive health insurance plans.
• Flexible work schedule options.
• Professional development opportunities.
• Employee discounts on AlphaSense products.
• Regular team-building activities and social events.

Pay

Base compensation for this role is set within a range of $92,000—$135,000 USD, based on function and level benchmarked against similar stage growth companies and internal comparables. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed above.

Schedule

Our team operates on a flexible schedule to accommodate the needs of our global workforce. We encourage remote work, but also offer opportunities for in-person collaboration and team-building activities.

Company Culture

At AlphaSense, we foster a culture of inclusivity, innovation, and continuous learning. We believe in empowering our employees to reach their full potential and contribute to our mission of removing uncertainty from decision-making through AI-driven market intelligence.

Equal Opportunity Employer

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

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