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AlphaSense is a market intelligence platform trusted by over 6,000 enterprise customers, including a majority of the S&P 500. The company combines AI-driven search and analysis across public and private content—equity research, company filings, event transcripts, expert calls, news, and trade journals—to help sophisticated organizations remove uncertainty from decision-making.
The Channel and Customer Research (CCR) team delivers scalable primary research through structured interviews with industry participants including distributors, resellers, suppliers, consultants, and channel partners. Using AlphaSense's proprietary AI Interviewer technology, CCR conducts and scales expert interviews continuously, covering hundreds of companies across major sectors.
As Sector Lead for Financial Services, you will report to the Head of Channel & Customer Research and oversee the development and execution of CCR projects across banking, insurance, and fintech. You will combine deep sector expertise with research leadership to guide a team of analysts conducting structured channel checks. Your responsibilities include designing questionnaires, developing expert sourcing strategies, overseeing research quality, and ensuring outputs meet firm standards for consistency and end-user value.
Key responsibilities include: developing and maintaining the CCR coverage roadmap for Financial Services equities, translating sector priorities into a structured pipeline of channel check projects aligned with investor demand and key market debates; leading development of high-quality channel check frameworks and questionnaires that generate consistent, trackable insights; serving as the primary domain expert for Financial Services, maintaining deep understanding of business models, distribution channels, and investment debates across lending, deposits, payments, insurance underwriting, and fintech; collaborating with Operations Managers and analysts on expert targeting and project structure; and continuously identifying new companies, sub-sectors, and channel check opportunities by mapping value chains and identifying expert networks.
You bring 5–8 years of experience in equity research, market intelligence, consulting, or related analytical roles with exposure to Financial Services including banking, insurance, and fintech. You have demonstrated ability to develop research frameworks, manage complex projects, and work cross-functionally. Strong sector knowledge, analytical rigor, and communication skills are essential.
