Business Development Representative

March 5

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CFRA Research

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CFRA Research is a global leader in delivering independent and unbiased investment research and financial intelligence solutions to clients worldwide. The company specializes in providing a comprehensive range of research services, including fundamental equity research, forensic accounting research, and public policy and legal research. Catering to a diverse clientele, CFRA serves wealth management firms, institutional investors, financial advisors, and self-directed individual investors by equipping them with the necessary data and analytics to navigate market cycles and make informed investment decisions. Notably, CFRA's award-winning technology and content delivery methods enable clients to integrate its insights seamlessly into their operations, ensuring flexible and cost-effective solutions across various platforms, such as web-based or API integrations. Their expertise spans consumer, energy, financials, healthcare, and technology sectors, among others, helping clients enhance portfolio performance and mitigate risks through high-quality research and data analytics.

Forensic Accounting Research, Analytics & Advisory • Risk Mitigation • Idea Generation • Investment Research

51 - 200 employees

Founded 1994

💸 Finance

💳 Fintech

🏢 Enterprise

💰 Private Equity Round on 2023-01

📋 Description

•CFRA is one of the best known global independent research providers. •We provide clients with short selling and risk mitigation ideas. •Our team of specialized analysts comb through financial statements to identify forensic accounting concerns. •Our work has led to a high rate of strong market calls and is especially appreciated by our clients in the current rising interest rate environment. •We are searching for a high energy and intellectually curious rising star to join our team. •We invest a great deal of effort in onboarding and training our BDRs (Business Development Representative), for this position is critical to our growth. •Our BDRs are often the first point of contact for prospective customers. •Over time, they can become our future salespeople. •In this role, you would identify new CFRA clients by proactively researching firms, determining the “hook” to create interest, and then targeting contacts using a combination of technology, phone calls, and social media.

🎯 Requirements

•1-3 years of professional experience in the financial or information services industry •Ability to succeed in a fast-paced sales environment •Engaging communicator •Persistent determination, with a desire to grow professionally •Interest in financial markets, investment research and analysis •Strong organization and time management skills •Ability to work well independently as well as part of a larger team •Proficiency with Microsoft PowerPoint, Word, and Excel required •Experience with Salesforce a plus •Bachelor’s degree

🏖️ Benefits

•20 days of Vacation •8 Sick Days •1 paid volunteer day •10-11 Holidays a year •Health, Dental, & Vision Insurance •Company paid Life & Disability Insurance •Competitive Pay •Annual Performance Bonus