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Sales Development/Business Development Representative

CFRA Research

CFRA Research

Sales & Business Development
United States · Remote
Posted on Mar 5, 2025
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.
Department
Sales
Employment Type
Full Time
Location
Remote US
Workplace type
Fully remote
Compensation
$60,000 - $70,000 / year

Key Responsibilities

Work closely with the sales team to help achieve revenue targets
  • Develop and lead prospecting campaigns
  • Participate in client meetings to demonstrate CFRA’s products and services
  • Work with our Head of Sales on special projects to increase our overall sales efficiency.

Skills Knowledge and Expertise

  • 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

About CFRA

CFRA is a leading independent investment insights and data analytics company. Through an unmatched multidisciplinary approach to investment research, including expert lenses on forensic accounting, fundamental, policy, legal, fund, and technical research, CFRA provides actionable analytics to make better investment and business decisions. CFRA is results-oriented, we place an unwavering priority on the quality of our research, from the productivity and performance of our analysts to the success of our client relationships. Over 2,000 clients rely on CFRA’s proprietary research conducted by experts who uniquely analyze industries, funds and companies of interest with our time-tested and rigorous research methodology.

On October 1, 2016, CFRA acquired S&P Global’s Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920’s and has amassed a worldwide base of investing clients.

With the addition of Washington Analysis in 2021, CFRA further strengthens its already robust research and data offerings. CFRA clients will now be able to leverage Washington Analysis’ unique and in-depth research specializing in identifying risks and opportunities across asset-classes emanating from U.S. courts, Congress, and regulators, at both the state and federal levels.

The combined firm is committed to being the world's leading independent investment research firm with ~90 global analysts, authoring in-depth qualitative research on 1,600+ companies. In addition, CFRA offers a comprehensive view on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 73 Industries, 19,000+ ETFs, 15,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies.

Founded as the “Center for Financial Research and Analysis” in 1994, today our company is simply known as CFRA. However, our mission remains to be the “center” for our global clients by providing independent, differentiated, and actionable analysis to help you make better investment and business decisions.

Our clients are based in the US, Europe, Middle East, Asia, and Australia representing thousands of investment professionals and risk managers at leading hedge funds, mutual funds, pension managers, insurance companies, private equity, investment advisors, banks, regulators, corporations, and professional service organizations.

Our Hiring Process

Stage 1:

Applied

Stage 2:

Review

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