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Salary: USD 92,000 - 135,000 / annual
AlphaSense is an AI-driven market intelligence platform trusted by over 6,000 enterprise customers, including a majority of the S&P 500. The company combines equity research, company filings, event transcripts, expert calls, news, and proprietary content to deliver insights that remove uncertainty from decision-making.
The Channel & Customer Research (CCR) team delivers scalable primary research through structured interviews with distributors, resellers, suppliers, consultants, and other channel partners. Using AlphaSense's AI Interviewer technology, CCR conducts and scales expert interviews continuously across hundreds of companies in major sectors.
As Sector Lead for Financial Services on the CCR team, you will report to the Head of Channel & Customer Research and oversee the development and execution of channel research projects across financial services companies, including insurance, banking, and fintech. You will combine sector expertise with research leadership to guide a team of analysts conducting structured channel checks across diverse financial services value chains.
Key responsibilities include:
- 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 and key market debates
- Lead development of high-quality channel check frameworks, including expert sourcebase strategy and structured questionnaires that generate consistent, trackable insights
- Serve as the primary domain expert for Financial Services, maintaining strong understanding of business models, distribution channels, and investment debates across lending, deposits, payments, insurance underwriting, and fintech
- Collaborate with Operations Managers and analysts on project execution, providing guidance on expert targeting, feasibility, and structure
- Identify new companies, sub-sectors, and channel check opportunities within Financial Services, expanding coverage by mapping value chains and identifying expert networks
- Partner with cross-functional teams to refine research frameworks, improve workflows, and strengthen CCR's Financial Services coverage
Requirements:
- 5–8 years of experience in equity research, market intelligence, consulting, or related analytical role with exposure to Financial Services (banking, insurance, fintech, or adjacent sectors)
- Strong domain knowledge of Financial Services, including familiarity with key companies, business models, distribution channels, and core investment debates across lending, deposits, payments, underwriting, and financial technology
- Experience designing primary research frameworks and questionnaires that translate industry knowledge into structured, repeatable insights, ideally within a channel check or expert interview context
- 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
- Comfortable working cross-functionally with research leadership, operations teams, and analysts to ensure projects are well-structured, feasible, and executed to consistently high standards
