Channel and Customer Research Sector Lead, Financial Services

Overview

Sector Lead for Financial Services on the Channel & Customer Research (CCR) team, building and maintaining channel research coverage across insurance, banking and fintech companies, and leading a team of analysts who run structured channel checks.

What you'll do

• 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 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.
• 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.

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 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, able to quickly develop 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 a consistently high standard

Details

• Location: Remote, United States
• Base compensation range: $92,000 – $135,000 USD; may also be offered a performance-based bonus, equity, and a benefits program