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 to 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 administration, 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 problem-solving and analytical skills, with the ability to manage multiple projects simultaneously and meet tight deadlines.
• You are proficient in using research tools and software, including AlphaSense’s AI Interviewer technology.

Skills

• Strong domain expertise in Financial Services, including banking, insurance, and fintech.
• Experience in designing and executing structured channel checks and expert interviews.
• Proficiency in data analysis and interpretation, with the ability to derive actionable insights from complex datasets.
• Excellent written and verbal communication skills, with the ability to present research findings clearly and persuasively to various audiences.
• Ability to work independently and collaboratively, managing multiple projects and meeting tight deadlines.

Benefits

• Comprehensive health and wellness programs, including medical, dental, vision, and mental health coverage.
• Flexible work arrangements, including remote work options and flexible hours.
• Continuous learning and development opportunities, including access to industry conferences, workshops, and online courses.
• A supportive and inclusive workplace culture, fostering diversity, equity, and inclusion.
• Generous paid time off, including vacation, sick leave, and holidays.

Pay

Base Compensation Range: $92,000—$135,000 USD

Schedule

Full-time position with a flexible schedule to accommodate the demands of the role.