
Finance • Fintech • Enterprise
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.
51 - 200 employees
Founded 1994
đź’¸ Finance
đź’ł Fintech
🏢 Enterprise
đź’° Private Equity Round on 2023-01
October 27

Finance • Fintech • Enterprise
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.
51 - 200 employees
Founded 1994
đź’¸ Finance
đź’ł Fintech
🏢 Enterprise
đź’° Private Equity Round on 2023-01
• - 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 experience. • - Experience and a passion for investing and financial markets. • - High intellectual curiosity and desire to continuously learn. • - Accomplished academic career. • - Strong equity valuation analysis skills. • - Excellent communication skills, both written and verbal. • - Ability to meet deadlines and work both collaboratively and independently. • - Strong work ethic, attention to detail, and personal integrity. • - Interpersonal communication skills. • - Experience in a collaborative, team-based, results-oriented environment. • - *Chinese and or Mandarin language skills are preferred (not required)* • **Education/experience requirements ** • - Bachelor's Degree. • - CFA or CFA candidacy; MBA a plus. • - 5+ years of equity research or comparable experience.
• - 14 days of Vacation • - 14 Sick Days • - 1 paid volunteer day • - 18 Holidays a year • - Health, & Term Insurance • - Dental Benefit • - Company paid Life & Disability Insurance • - Competitive Pay • - Annual Performance Bonus
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