Channel and Customer Research Sector Lead, Financial Services
As the Sector Lead for Financial Services on the Channel & Customer Research (CCR) team at AlphaSense, you will play a pivotal role in building and maintaining 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.
Your key responsibilities will include developing and maintaining the CCR coverage roadmap for Financial Services equities, leading the development of high-quality channel check frameworks, and serving as the primary domain expert for Financial Services. You will 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. Additionally, you will continuously identify new companies, sub-sectors, and channel check opportunities within the Financial Services ecosystem, expanding CCR coverage by mapping value chains and identifying expert networks capable of supporting ongoing research.
The ideal candidate will 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. Strong domain knowledge of Financial Services is essential, including familiarity with key companies, business models, distribution channels, and core investment debates across areas such as lending, deposits, payments, underwriting, and financial technology. Experience designing primary research frameworks and questionnaires that translate industry knowledge into structured, repeatable insights is highly desirable. The role requires a highly analytical and intellectually curious individual, capable of quickly developing expertise across new companies and subsectors while identifying where channel checks can generate differentiated, investable insights. Comfort working cross-functionally with research leadership, operations teams, and analysts to ensure projects are well-structured, feasible, and executed to a consistently high standard is also important.
The base compensation range for this position is $92,000 to $135,000 USD. In addition to base salary, you may also be offered a performance-based bonus, equity, and a generous benefits program.