Financial Services Channel Research Lead

AlphaSense; New York (NY); On-site; USD 92,000 - 135,000; Full time

Benefits offered by this job

Performance-based bonus

Equity

Generous benefits program

Job summary

AlphaSense is seeking a Sector Lead for Financial Services on the Channel & Customer Research (CCR) team. You will build and maintain CCR coverage across banks, insurance, and fintech, leading a team of analysts and guiding primary research workflows using AlphaSense’s AI interviewer technology to deliver high-quality insights.

You will manage project setup, questionnaire design, expert sourcebase guidance, and research quality oversight, collaborating with cross-functional teams to strengthen

Qualifications

• 5-8 years of experience in equity research, market intelligence, consulting, or related analytical role.

Responsibilities

• Develop CCR coverage roadmap for Financial Services equities.
• Lead development of channel check frameworks and structured questionnaires.
• Serve as domain expert for Financial Services to guide project design and research relevance.
• Collaborate with Operations Managers and analysts on project execution.
• Identify new companies and sub-sectors to expand CCR coverage within Financial Services.

Skills

Equity research

Market intelligence

Analytical thinking

Channel check design

Tools

AI Interviewer technology

Job description

AlphaSense is seeking a Sector Lead for Financial Services on the Channel & Customer Research (CCR) team. You will build and maintain CCR coverage across banks, insurance, and fintech, leading a team of analysts and guiding primary research workflows using AlphaSense’s AI interviewer technology to deliver high-quality insights.

You will manage project setup, questionnaire design, expert sourcebase guidance, and research quality oversight, collaborating with cross-functional teams to strengthen