Sector Lead, Financial Services – Primary/Channel Research

Overview

This role is part of the Channel & Customer Research (CCR) team. 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 perspectives of professionals directly involved in how products and services move through the market.

The Sector Lead for Financial Services will build and maintain channel research coverage across financial services companies, including insurance, banking, and fintech. Reporting to the Head of Channel & Customer Research, the role oversees the development and execution of CCR projects to ensure questionnaires, expert sourcebases, and research outputs meet quality, consistency, and end-user value standards.

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 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 strong knowledge of business models, distribution channels, and core investment debates across lending, deposits, payments, insurance underwriting, and financial technology.
• Collaborate 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 by mapping value chains (e.g., brokers, agents, lenders, ISVs, payments ecosystems) and identifying expert networks to support ongoing research.
• Refine research frameworks and improve workflows, partnering with cross-functional teams to strengthen CCR’s Financial Services coverage and ensure consistent delivery of high-quality research.

Requirements

• 5–8 years of experience in equity research, market intelligence, consulting, or a related analytical role, with exposure to Financial Services (banking, insurance, fintech, or adjacent sectors).
• Strong Financial Services domain knowledge, 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.
• Strong analytical and intellectual curiosity, with the ability to quickly develop expertise across new companies and subsectors and identify where channel checks can generate differentiated, investable insights.
• Comfort working cross-functionally with research leadership, operations teams, and analysts to ensure projects are well-structured, feasible, and executed to a consistently high standard.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• Base compensation range: $92,000—$135,000 USD.
• Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed.
• Performance-based bonus, equity, and a generous benefits program may also be offered.

Location

Salary ranges are shared on all job postings regardless of desired hiring location to comply with local legislation and provide transparency to candidates.