CFRA Research

• Support the team servicing existing accounts • Develop account strategy and execution • Build and maintain relationships with clients • Ensure revenue retention and growth • Cross-sell initiatives and act as primary liaison

• Lead the design and development of quantitative data engineering models, including algorithms, data pipelines, and data processing systems, to support business requirements. • Develop and maintain data processing pipelines to ingest, clean, transform, and aggregate large volumes of data from various sources, ensuring data quality and reliability. • Design and implement algorithms for data analysis, machine learning, and statistical modeling, using techniques such as regression analysis, clustering, and predictive modeling. • Identify and implement optimizations to improve the performance and efficiency of data processing and modeling algorithms, considering factors like scalability and resource utilization. • Create visualizations of data and model outputs to communicate insights and findings to stakeholders. • Implement data quality checks and validation processes to ensure the accuracy, completeness, and consistency of data used in models and analyses. • Evaluate the performance of data engineering models using metrics and validation techniques, and iterate on models to improve their accuracy and effectiveness. • Collaborate with data scientists, analysts, and business stakeholders to understand requirements, develop models, and deliver insights that drive business decisions. • Document the design, implementation, and evaluation of data engineering models, including assumptions, methodologies, and results, to ensure reproducibility and transparency. • Stay updated with the latest trends, tools, and technologies in quantitative data engineering and data science, and continuously improve your skills and knowledge.

Role Description The Full Stack Developer will be responsible for the design, development, delivery, and support of CFRA's applications and services. The ideal candidate has a passion for solving business problems with technology, demonstrates technical excellence across the full development stack, and can effectively communicate business and technical needs to stakeholders. This role includes production support responsibilities during US business hours to ensure system reliability and rapid resolution of critical issues. - Respond to production incidents, perform root cause analysis, implement fixes, and collaborate with cross-functional teams to minimize system downtime. - Strong troubleshooting skills and the ability to work under pressure. - Commitment to maintaining high availability of production systems that serve our global customer base. Qualifications - A minimum of 3+ years of full stack development experience building and delivering enterprise web applications with demonstrated proficiency in both frontend and backend technologies. - Bachelor’s degree in Computer Science, Software Engineering, Information Systems, or a related field is preferred. - Experience with financial domain knowledge is a plus. Requirements - Design and develop high-quality, high-performance, scalable full stack applications using React/TypeScript for frontend and Python for backend. - Build responsive, intuitive, and accessible user interfaces using React, TypeScript, modern CSS frameworks, and state management solutions. - Design and develop robust, scalable, and secure REST APIs and backend services using Python on AWS. - Integrate applications with AWS services including Lambda, API Gateway, Cognito, S3, CloudFront, RDS, DynamoDB, SQS, SNS, and CloudWatch. - Contribute to architecture design decisions, implement scalable solutions using microservices and serverless patterns. - Write clean, maintainable, well-documented code following established standards and best practices. - Develop and maintain comprehensive unit tests, integration tests, and end-to-end tests using modern testing frameworks. - Identify and implement optimizations to improve application performance, scalability, and efficiency. - Ensure applications are developed following security best practices. - Contribute to and maintain CI/CD pipelines using tools like Jenkins, AWS CodePipeline, or GitHub Actions. - Develop and maintain infrastructure using Terraform or similar IaC technologies. - Implement comprehensive monitoring and logging solutions using AWS CloudWatch, X-Ray, and other tools. - Mentor and coach peers, share knowledge and best practices. - Work collaboratively with product managers, designers, architects, and other developers. - Actively participate in all Agile/Scrum ceremonies. - Lead troubleshooting efforts for complex technical issues. - Create and maintain comprehensive technical documentation. - Stay updated with the latest trends, tools, and technologies in full stack development. 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

• Develop a deep understanding of your clients, including their objectives, needs, and working styles • Drive adoption of products/services • Monitor usage data to target inactive users • Maintain accurate users lists that reflect active users • Seek opportunities for growth, specifically with user adds, within existing accounts • Serve as the product expert for services within your client base • Conduct product trainings • Assist with inbound product and research related questions • Partner with Product to ensure client feedback is integrated into product enhancement roadmaps • Partner with Marketing on campaign strategies within existing accounts

• Act as a primary producer, managing and expanding sales opportunities • Lead complex sales cycles with CIOs, PMs, analysts, and procurement teams. • Demonstrate best‑in‑class sales behaviors—prospecting, positioning, objection handling, and closing—so the team can model successful approaches. • Identify new business opportunities and emerging client needs within the institutional research ecosystem. • Represent the firm’s forensic research capabilities in client meetings, industry events, and strategic discussions. • Translate client feedback into actionable insights for Research and Product teams. • Maintain a deep understanding of market trends, competitive offerings, and how institutional investors use forensic research in their investment processes. • Serve as a hands‑on mentor to sales professionals, offering deal support, skill development, and real‑time coaching. • Foster a collaborative environment where team members learn from shared experiences, client interactions, and best practices. • Support hiring, onboarding, and ongoing development of sales talent • Encourage a culture of curiosity, continuous learning, and client‑centric thinking. • Partner with internal teams to refine product positioning, enhance client value, and support go‑to‑market initiatives. • Contribute to forecasting and pipeline discussions • Help shape commercial strategy through practical, client‑driven insights.

• Collaborate with developers, architects, and stakeholders to understand API requirements and design test plans and strategies for API testing on AWS. • Develop comprehensive test cases for API testing, covering functional, non-functional, and edge cases, ensuring thorough test coverage. • Implement automated tests for APIs using tools like Postman, Selenium, or tools such as Jenkins to improve testing efficiency and coverage. • Conduct regression testing to ensure that changes to APIs do not introduce new bugs or regressions, maintaining the overall quality of the APIs. • Conduct performance testing of APIs using AWS tools like AWS XRay, to evaluate API performance under different loads and conditions. • Perform security testing of APIs to identify vulnerabilities and ensure compliance with security best practices and standards. • Test API gateway configurations and integrations to ensure proper routing, transformation, and security of API requests and responses. • Test error handling mechanisms of APIs to ensure they return appropriate error codes and messages in case of failures or invalid requests. • Document test plans, test cases, and test results, and collaborate with developers to ensure issues are properly documented and tracked. • Collaborate with developers, DevOps engineers, and other stakeholders to resolve issues and improve the quality of APIs, following an Agile development process. • Stay updated with the latest trends, tools, and technologies related to API testing and quality assurance, and continuously improve testing processes and methodologies. • Communicate effectively with team members and stakeholders, providing clear and concise feedback on the quality of APIs and any issues found during testing.

• Execute the daily collection, cleansing, and validation processes of ETF (Exchange-Traded Fund) data such as NAV, Price, and Shares Outstanding to ensure high accuracy and reliability. • Perform region-specific data completeness checks, including Canada and Asia-Pacific datasets (NAVs and Prices), ensuring all required data points are available within deadline timeliness. • Monitor and perform quality assurance on data ingested via automated processes. • Identify, investigate, and resolve data discrepancies such as missing NAVs, incorrect pricing, duplicate records, or inconsistencies across ETF datasets. • Collaborate with cross-functional teams (Scrums and Stakeholders) to resolve data issues and improve ETF data processing efficiency. • Monitor automated workflows (e.g., DAGs) for failures in ETF data processing, troubleshoot issues, and ensure timely resolutions to avoid downstream impact. • Assist Assistant Manager/Manager in preparing comprehensive reports on incident reporting, Root Cause Analysis (RCA), fixes, and work in progress on key metrics and insights. • Respond to data-related inquiries from Senior Analyst and your inline Manager. • Maintain documentation of data sources, processes, and methodologies. • Support ad-hoc data requests, including historical corrections, client issue resolutions, and dataset enhancements.

• Develop a deep understanding of your clients, including their objectives, needs, and working styles • Drive adoption of products/services • Monitor usage data to target inactive users • Maintain accurate users lists that reflect active users • Seek opportunities for growth, specifically with user adds, within existing accounts • Serve as the product expert for services within your client base • Conduct product trainings • Assist with inbound product and research related questions • Partner with Product to ensure client feedback is integrated into product enhancement roadmaps • Partner with Marketing on campaign strategies within existing accounts

• Collaborate 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, and in-depth actionable thematic and industry research • Build and maintain DCF models and comparable company analyses to determine whether a company's stock is overvalued or undervalued • Present findings through internal and external webinars and live events

• The Full Stack Developer will be responsible for the design, development, delivery, and support of CFRA's applications and services. • This role includes production support responsibilities during US business hours to ensure system reliability and rapid resolution of critical issues. • The candidate will respond to production incidents, perform root cause analysis, implement fixes, and collaborate with cross-functional teams to minimize system downtime.