CFRA Research

Full-stack Engineer

• The Full Stack Developer will be responsible for the design, development, delivery, and support of CFRA's applications and services.
• This role includes production support responsibilities during US business hours to ensure system reliability and rapid resolution of critical issues.
• The candidate will respond to production incidents, perform root cause analysis, implement fixes, and collaborate with cross-functional teams to minimize system downtime.

Full Stack Developer

Account Manager

• Develop a deep understanding of your clients, including their objectives, needs, and working styles
• Drive adoption of products/services
• Monitor usage data to target inactive users
• Maintain accurate users lists that reflect active users
• Seek opportunities for growth, specifically with user adds, within existing accounts
• Serve as the product expert for services within your client base
• Conduct product trainings
• Assist with inbound product and research related questions
• Partner with Product to ensure client feedback is integrated into product enhancement roadmaps
• Partner with Marketing on campaign strategies within existing accounts

Customer Success Manager, Partnerships

Analyst

• - Collaboration with the equity research team to produce and publish analysis on companies and industries.
• - Provide Buy/Sell/Hold recommendations on a defined coverage universe.
• - Publish stock reports, research notes, in-depth actionable thematic research, and industry research.
• - Build and maintain valuation models and comparable company analysis to determine whether a company’s stock is overvalued or undervalued.
• - Participate in external and internal webinars and live presentations.

Equity Research Analyst

Account Executive

• Proactively prospect and identify potential new clients through various channels such as networking, referrals, and targeted outreach
• Qualify prospective clients by understanding their investment objectives, risk tolerance, and research needs
• Present our Wealth management solutions in a clear and compelling manner to convert prospects into clients
• Tight coordination and collaboration with Market Development, Research, and Product teams
• Consistently achieve and exceed monthly and quarterly sales targets with a relentless drive to surpass goals
• Provide responsive and attentive client service to ensure a positive experience and build long-term partnerships
• Maintain detailed records of all client interactions and sales activities in our CRM system

CFRA Research

Full Stack Developer

Customer Success Manager, Partnerships

Equity Research Analyst

Sales Representative

Client Success Manager