Sector Lead – Financial Services, Primary/Channel Research

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and uphold the CCR coverage roadmap specifically for Financial Services equities.

• Convert sector priorities into a well-defined pipeline of channel check projects that align with investor demand, client engagement trends, and significant discussions within banking, insurance, and fintech.

• Lead the creation of channel check frameworks, strategies for expert sourcing, and structured questionnaires.

• Act as the primary expert in the Financial Services domain.

• Maintain a comprehensive understanding of business models, distribution channels, and investment discussions across lending, deposits, payments, insurance underwriting, and financial technology.

• Collaborate with Operations Managers and analysts on expert targeting, project feasibility, and structure.

• Identify emerging companies, subsectors, and channel check opportunities within the Financial Services landscape.

• Map value chains and identify expert networks that support ongoing research initiatives.

• Oversee the development and execution of CCR projects.

• Guide a team of analysts in conducting structured channel checks.

• Utilize AlphaSense’s AI interviewer technology to design and enhance primary research workflows.

• Ensure research quality oversight, guaranteeing that questionnaires, expert sourcebases, and research outputs meet standards of quality, consistency, and user value.

• Refine research frameworks and enhance workflows in collaboration with cross-functional teams.

⛳️ Requirements

• 5–8 years of experience in equity research, market intelligence, consulting, or a similar analytical role.

• Familiarity with Financial Services, including banking, insurance, fintech, or related sectors.

• Strong domain expertise in Financial Services, covering key companies, business models, distribution channels, and investment discussions across lending, deposits, payments, underwriting, and financial technology.

• Proven experience in designing primary research frameworks and questionnaires that translate industry insights into structured, repeatable information.

• Ideally, experience in a channel check or expert interview context.

• Highly analytical with a strong intellectual curiosity.

• Ability to rapidly develop expertise in new companies and subsectors.

• Skill in identifying opportunities where channel checks can yield unique, investable insights.

• Comfortable collaborating across different functions with research leadership, operations teams, and analysts.

• Competence in ensuring projects are well-structured, feasible, and executed to consistently high standards.

🏝️ Benefits

• Performance-based bonus.

• Equity.

• Comprehensive benefits program.

• Equal employment opportunity.

• Reasonable accommodations for qualified employees with protected disabilities.

• AlphaSense never requests candidates to pay for job applications, equipment, or training.