Channel and Customer Research Sector Lead, Financial Services
Core
Lead channel research coverage for the Financial Services sector by designing primary research frameworks and guiding analysts to generate insights on banking, insurance, and fintech distribution channels.
Role type
Senior IC sector lead (channel research)
Builds
Primary research projects and channel check frameworks for investors and corporate users
Domain
Financial Services (Banking, Insurance, Fintech) + Market Intelligence
Required skills
Financial Services domain expertise, primary research framework design, channel check strategy, stakeholder management, analytical thinking, cross-functional collaboration
Preferred skills
Equity research background, consulting experience, expert network management
Technologies
AlphaSense AI Interviewer
Responsibilities
Develop and maintain the CCR coverage roadmap for Financial Services equities; Lead the development of high-quality channel check frameworks and structured questionnaires; Serve as the primary domain expert for Financial Services business models and investment debates; Collaborate with Operations Managers and analysts to guide project execution; Identify new companies and sub-sectors to expand CCR coverage
Seniority
Senior, hands-on IC with team guidance
