What are the responsibilities and job description for the Vice President of Sales – Policy & Legal Research (Washington Analysis) position at CFRA Research?
Description
The VP of Sales will play a key role in expanding the reach of our policy and legal research of CFRA business Washington Analysis. This individual will be responsible for driving business growth, promoting our research offerings, and serving as a strategic link between our analysts and the investment community.
Key Responsibilities
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.
The VP of Sales will play a key role in expanding the reach of our policy and legal research of CFRA business Washington Analysis. This individual will be responsible for driving business growth, promoting our research offerings, and serving as a strategic link between our analysts and the investment community.
Key Responsibilities
- With support from a Business Development Rep (BDR) develop relationships with prospects (largely hedge funds, mutual funds, alternative asset managers, and other institutional firms) to continually build pipeline
- Promote and sell policy and legal research products, analyst access, and custom research engagements
- Achieve new sales quota
- Collaborate with research analysts to understand and communicate key policy and legal themes and actionable investment thesis
- Identify and communicate client focus and needs to support alignment of research offerings with investment strategies
- Maintain data in Salesforce to ensure transparency and accurate forecasting and reporting
- Organize client meetings, webinars, and analyst roadshows
- Stay abreast of political and regulatory developments relevant to financial markets
- Bachelor's degree in political science, Economics, Finance, Business, or a related field
- 5 years of experience in institutional sales- holding direct quota
- Strong preference for candidates with a track record of selling research to institutional investors
- Understanding of U.S. policy and legal environment and impacts on public and private markets
- Excellent communication, presentation, and relationship-building skills
- Proven ability to translate complex policy issues into investment-relevant insights
- Self-motivated, intellectually curious, and team-oriented
- 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
- 401K Match
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.