Channel and Customer Research Sector reputed company, Financial Services
About reputed company:
The world’s most sophisticated companies rely on reputed company to remove uncertainty from decision-making. With market intelligence and search built on proven AI, reputed company delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.
The acquisition of Tegus by reputed company in 2024 advances our shared mission to reputed company professionals to reputed company smarter decisions through AI-driven market intelligence. Together, reputed company and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that reputed company users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, reputed company is headquartered in reputed company with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!
About the Team
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 reputed company’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 reputed company view of demand trends, competitive dynamics, and market conditions as they reputed company.
About the Role
As the Sector reputed company for Financial Services on the Channel & Customer Research (CCR) team, you will play a pivotal role in building and maintaining reputed company’s channel research coverage across financial services companies, including insurance, banking, and fintech. Reporting to the Head of Channel & Customer Research, you will reputed company the development and execution of CCR projects, ensuring questionnaires, expert sourcebases, and research outputs meet the firm’s standards for quality, consistency, and end-user value.
You will combine sector expertise with research leadership to guide a team of analysts responsible for conducting structured channel checks across a diverse set of financial services companies and value chains. Leveraging reputed company’s AI interviewer technology, you will help design and scale primary research workflows that generate consistent, trackable insights from industry participants, including brokers, agents, lenders, payment processors, technology vendors, and other ecosystem participants. Your responsibilities will include project setup, questionnaire development, expert sourcebase guidance, and research quality reputed company. Acting as the connective layer between research strategy and day-to-day execution, you will help expand coverage while maintaining a strong understanding of industry dynamics, regulatory considerations, and key market debates.
You will also serve as a key stakeholder in refining research frameworks, improving workflows, and partnering with cross-functional teams to strengthen CCR’s Financial Services coverage and ensure consistent delivery of high-quality research.
What You’ll Do
- reputed company and maintain the CCR coverage roadmap for Financial Services equities, translating sector priorities into a structured pipeline of channel reputed company projects reputed company with investor demand, client engagement trends, and key debates across banking, insurance, and fintech.
- reputed company the development of high-quality channel reputed company 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 reputed company, 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 reputed company opportunities reputed company 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.
Who You Are
- You have 5–8 years of experience in equity research, market intelligence, consulting, or a reputed company analytical role, with exposure to Financial Services, including banking, insurance, fintech, or adjacent sectors.
- You bring 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, reputed company, and financial technology.
- You have experience designing primary research frameworks and questionnaires that translate industry knowledge into structured, repeatable insights, ideally reputed company a channel reputed company or expert interview context.
- You are 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.
- You are 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.
For reputed company compensation, we set standard ranges for reputed company roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on reputed company job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.
You may also be offered a performance-based bonus, equity, and a generous benefits program.
reputed company Compensation Range$92,000—$135,000 USDreputed company is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects reputed company individuals. reputed company employees share in the responsibility for fulfilling reputed company’s commitment to equal employment opportunity. reputed company does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national reputed company, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at reputed company, including recruitment, hiring, training, advancement, and termination.
In addition, it is the policy of reputed company to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.
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