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CFRACF

Partnership Associate

CFRA Research is a global leader in independent investment research, providing financial intelligence solutions and insights to help clients make smarter, faster decisions.

CFRA

Employee count: 51-200

Salary: 55k-75k USD

United States only

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The Partnership Associate role supports our network of distribution partners within the financial services sector. The successful candidate will be responsible for managing relationships with service facilitators, resellers, data vendors, platform providers, and other strategic partners to ensure seamless content distribution, compliance, and collaborative growth.

Key Responsibilities

  • Ensure accurate system setup and user access management for existing partners.
  • Maintain comprehensive records of client access via each partner; communicate updates regarding access rights, additions, or removals.
  • Collaborate with the entitlements team to facilitate timely approval of access requests and address any issues promptly.
  • Liaise with sales and account management teams to communicate product changes, migrations, and format updates (e.g., EPS estimates, technical research, reports).
  • Coordinate with internal teams to establish product delivery mechanisms and explore additional collaboration opportunities, such as integration with Snowflake.
  • Support existing vendor relationships through query resolution, renewal negotiations, and identification of upsell or cross-sell opportunities.
  • Assist with contractual renewals and compliance monitoring. Maintain detailed records of client information and interactions.
  • Assist with onboarding processes for new partners, ensuring smooth integration and adherence to contractual obligations
  • Maintain secure access credentials and host product demos to verify contractual compliance.

Skills, Knowledge and Expertise

  • Bachelors Degree in a related field.
  • 2+ years of related experience.
  • Demonstrated experience in partner management, business development, or equivalent within the financial services or content distribution industry.
  • Strong communication, and interpersonal skills
  • Technical proficiency in content delivery platforms, APIs, and data integration is a plus.
  • Proven ability to manage multiple stakeholder relationships effectively in a fast-paced environment.
  • Excellent organizational skills and attention to detail.

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
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

About the job

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Posted on

Job type

Full Time

Experience level

Entry-level

Salary

Salary: 55k-75k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About CFRA

Learn more about CFRA and their company culture.

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CFRA Research is a global leader in financial intelligence solutions and insights, dedicated to empowering clients to make smarter, faster decisions. Many investors and financial professionals struggle to find truly independent and unbiased research in a market often influenced by conflicting interests. CFRA addresses this challenge directly by operating without an asset management or investment banking arm. We don't manage money, make trades, or create financial products that could compete with our clients. This independence is the cornerstone of our commitment to providing objective analysis. Our customers, ranging from institutional investors and wealth advisors to corporations and individual investors, rely on us for timely and actionable insights across a multitude of global markets and research disciplines. We understand that navigating the complexities of the financial world requires a blend of deep expertise and cutting-edge technology.

Founded in 1994 as the Center for Financial Research and Analysis, CFRA has built a reputation for a proprietary approach that uniquely combines fundamental equity research, forensic accounting, fund analysis, public policy insights, and technical research. This comprehensive methodology is further enhanced by robust data analytics and next-generation technology, ensuring our clients always have access to our most up-to-date views and analysis. We are client-obsessed, and our mission is to be the most trusted global source of independent financial intelligence and innovation. Whether it's through our qualitative coverage of over 1,600 global companies, quantitative analysis of more than 15,000 companies, or in-depth ETF and mutual fund research, we provide the critical financial intelligence our clients need to achieve their business and investing goals. Our experienced team of experts is committed to delivering clarity and confidence in an ever-evolving financial landscape.

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CFRA hiring Partnership Associate • Remote (Work from Home) | Himalayas