Channel and Customer Research Sector Lead, Financial Services

AlphaSense’s Channel & Customer Research team provides scalable primary research on company performance and industry conditions. The Financial Services Sector Lead will build and maintain research coverage across banking, insurance, and fintech, leading project development and execution, guiding analysts, and overseeing research quality. The role also refines research frameworks and workflows and partners with cross-functional teams to expand coverage.

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
• Serve as the primary domain expert for Financial Services, maintaining a strong understanding of business models, distribution channels, and key investment debates across areas such as lending, deposits, payments, insurance underwriting, and financial technology to guide project design and ensure research relevance
• Collaborate closely with Operations Managers and analysts responsible for project execution, providing guidance on expert targeting, feasibility, and project structure to ensure channel checks generate actionable, differentiated insights from industry participants
• Continuously identify new companies, sub-sectors, and channel check opportunities within the Financial Services ecosystem, expanding CCR coverage by mapping value chains (e.g., brokers, agents, lenders, ISVs, payments ecosystems) and identifying expert networks capable of supporting ongoing 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
• 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
• ideally within a channel check or expert interview context