Financial Services Research Lead

New

Skills

AI Interviewer Technology Analytical Skills Cross-Functional Collaboration Data Analysis Equity Research Financial Services Knowledge Market Intelligence Project Management Questionnaire Design Research Quality Assurance

As the Channel and Customer Research Sector Lead for Financial Services, you will spearhead the CCR Financial Services coverage encompassing banking, insurance, and fintech. This role involves overseeing project setup, developing questionnaires, and managing expert sourcebases while ensuring research quality and enhancing end-user value across various outputs.

Key Responsibilities
  • Lead the CCR Financial Services coverage across banking, insurance, and fintech sectors.
  • Oversee project setup, questionnaire design, and expert sourcebase management.
  • Guide research quality and ensure end-user value in all outputs.
  • Manage a team of analysts conducting channel checks.
  • Scale primary research workflows utilizing AI Interviewer technology.
  • Collaborate with cross-functional teams to develop comprehensive research frameworks.
Required Skills & Qualifications
  • 5–8 years of experience in equity research, market intelligence, or analytics.
  • Strong financial services domain knowledge, particularly in lending, payments, and banking.
  • Proven experience in designing primary research frameworks and questionnaires.
  • Strong analytical skills and a keen curiosity to explore subsectors.
  • Ability to collaborate cross-functionally with leadership and operations teams.
  • Proven capability to translate domain knowledge into actionable insights.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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