Address The Data Collection & Management team at CFRA is responsible for collecting and managing various forms of financial data. Our data is used by our in-house teams to generate products for our end customers – institutional investors, brokers and wealth managers, among others. We manage the automated ingestion of data, as well as collect information manually. Everything we do helps to ensure the highest levels of data quality, completeness and timeliness. We recognize that data is a critical asset to every organization, and we view ourselves as stewards of that asset for CFRA.
About this Role
You enjoy working with data. You are passionate about how data can facilitate insights and tell stories. You are a quick learner who is interested in finance, and will enjoy working with data about companies, equities, funds (mutual funds and exchange-traded funds), and other financial instruments.
You are detail-oriented, and able to work independently. You have strong quantitative skills and are very analytical.
When you encounter a problem, you think critically about the root cause and come up with suggestions for long term solutions. You also are constantly on the lookout for ways to improve our processes.
Key Responsibilities
- Extract data from various data sources and enter it into a database
- Monitor and perform quality assurance on data ingested via automated processes.
- Interact with a Scrum Team for identifying and resolving issues with automated processes.
Skills Knowledge and Expertise
- Manage & monitor the end to end Mutual Fund Data Lifecycle from Collection, Processing to Quality Assurance of Mutual Funds data.
- 1-3 years experience in a data or finance-related role specifically in North American ETFs or Mutual Fund space.
- Work closely with Product development and Technology to ensure successful development and implementation of new products and product enhancements.
- Drive efficiencies and process improvements within the team.
- Oversee management reporting and efficiency metrics.
- Build relationships with Global Mutual Funds/ETF issuers, Authorized Participants and External Vendors.
- Bachelor’s or Master’s in Science, Technology, Engineering, Mathematics, Finance or Accounting
- 1-3 years experience in a data or finance-related role
- Detail-oriented, analytical nature
Preferred Qualifications
- In-depth knowledge on SEC, SEDAR documents preferred.
- Thorough knowledge of Mutual Funds, ETFs and Investing space.
- Proven work experience in Mutual Funds Holding Data and deep understanding of corporate actions and market identifiers.
- Excellent analytical & problem solving skills.
- A strong team player with an ability to work in teams distributed across the globe, ability to influence across multiple teams.
- Adaptability to a fast paced, consistently changing environment.
- Hands-on experience working with development teams on ETL operations.
- Knowledge of SQL, Python, machine-learning or similar technical skills
Benefits
- 21 days of Vacation
- 8 Sick Days
- 1 paid volunteer day
- 11 - 13 Holidays a year
- Health Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Annual Performance Bonus
About CFRA
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.
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.
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.
