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Sector Lead – Financial Services, Primary/Channel Research
AlphaSense. Develop and maintain the CCR coverage roadmap for Financial Services equities .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in Financial Services, including banking, insurance, and fintech, with a strong ability to design and execute primary research frameworks and channel check projects. Proven track record in collaborating cross-functionally and leading teams to deliver high-quality research outputs aligned with market demands.
Highest-signal resume keywords
Equity ResearchFinancial Services Domain ExpertisePrimary Research Framework DesignChannel Check Project ManagementAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Channel Check Framework DevelopmentQuestionnaire DesignMarket IntelligenceExpert Interview TechniquesResearch Quality Oversight
Soft Skills
Analytical ThinkingIntellectual CuriosityCross-Functional CollaborationProject StructuringTeam Leadership
Tools & Technologies
AlphaSense AI Interviewer Technology
Industry Keywords
BankingInsuranceFintechInvestment DebatesDistribution Channels
About the role
Key responsibilities & impact- Develop and maintain the CCR coverage roadmap for Financial Services equities
- Translate 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 development of channel check frameworks, expert sourcebase strategies, and structured questionnaires
- Serve as the primary Financial Services domain expert
- Maintain understanding of business models, distribution channels, and investment debates across lending, deposits, payments, insurance underwriting, and financial technology
- Collaborate with Operations Managers and analysts on expert targeting, feasibility, and project structure
- Identify new companies, subsectors, and channel check opportunities within the Financial Services ecosystem
- Map value chains and identify expert networks supporting ongoing research
- Oversee CCR project development and execution
- Guide a team of analysts conducting structured channel checks
- Leverage AlphaSense’s AI interviewer technology to design and scale primary research workflows
- Provide research quality oversight and ensure questionnaires, expert sourcebases, and research outputs meet quality, consistency, and end-user value standards
- Refine research frameworks and improve workflows with cross-functional teams
Requirements
What you’ll need- 5–8 years of experience in equity research, market intelligence, consulting, or a related analytical role
- Exposure to Financial Services, including banking, insurance, fintech, or adjacent sectors
- Strong domain knowledge of Financial Services, including key companies, business models, distribution channels, and 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
- Experience ideally within a channel check or expert interview context
- Highly analytical and intellectually curious
- Ability to quickly develop expertise across new companies and subsectors
- Ability to identify where channel checks can generate differentiated, investable insights
- Comfortable working cross-functionally with research leadership, operations teams, and analysts
- Ability to ensure projects are well-structured, feasible, and executed to a consistently high standard
Benefits
Comp & perks- Performance-based bonus
- Equity
- Generous benefits program
- Equal employment opportunity
- Reasonable accommodation for qualified employees with protected disabilities
- AlphaSense never asks candidates to pay for job applications, equipment, or training