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Posted 5 months ago
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Job DescriptionThe 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 ResponsibilitiesEnsure 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 obligationsMaintain secure access credentials and host product demos to verify contractual compliance.Benefits20 days of Vacation8 Sick Days1 paid volunteer day10-11 Holidays a yearHealth, Dental, & Vision InsuranceCompany paid Life & Disability InsuranceCompetitive PayAnnual Performance BonusAll 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 CFRA ResearchCFRA 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. CFRA is based on a global client base and provides insights across sectors and markets.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.Apply NowSkills, Knowledge and ExpertiseBachelors 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 skillsTechnical 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.
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