Responsibilities
- 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, client engagement trends, and key debates across banking, insurance, and fintech.
- Lead the development of high-quality channel check frameworks, including expert sourcebase strategy and structured questionnaires that generate consistent, trackable insights across quarters and across companies under coverage.
- Serve as the primary domain expert for Financial Services, maintaining a strong understanding of business models, distribution channels, and key investment debates across areas such as lending, deposits, payments, insurance underwriting, and financial technology to guide project design and ensure research relevance.
- 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.
- Continuously identify new companies, sub-sectors, and channel check opportunities within the Financial Services ecosystem, expanding CCR coverage by mapping value chains (e.g., brokers, agents, lenders, ISVs, payments ecosystems) and identifying expert networks capable of supporting ongoing research.
Requirements
- 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, including familiarity with key companies, business models, distribution channels, and the 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, 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.
Team
Structure: Channel & Customer Research (CCR) delivers scalable primary research that provides real-time insight into company performance and industry conditions. Through structured interviews with distributors, resellers, suppliers, consultants, and other channel partners, CCR captures the perspectives of professionals directly involved in how products and services move through the market. Leveraging AlphaSense’s AI Interviewer technology, CCR is able to conduct and scale structured expert interviews continuously, expanding coverage while maintaining consistency and analytical rigor. Covering hundreds of companies across major sectors, CCR provides investors and corporate users with channel research that offers a continuous view of demand trends, competitive dynamics, and market conditions as they develop.
