Teams at CFRA Research

Build quantitative models, machine learning pipelines, data pipelines, and investment analytics supporting equity research. Partner with research analysts to convert valuation, financial statement, earnings, and sector methodologies into scalable models. Source and engineer financial data, develop predictive and risk models, explore investment signals, productionize models, and document methodologies. Communicate findings to technical and business stakeholders while applying statistical, machine learning, NLP, and quantitative finance techniques.

Plans, develops, automates, and executes functional, non-functional, performance, regression, and security tests for web products and APIs deployed on AWS. Tests API gateways, error handling, integrations, and performance; documents test plans and results; identifies defects and corrective actions; and collaborates with developers, DevOps engineers, and stakeholders in an Agile environment to improve software quality, security, scalability, and reliability.

Manages a portfolio of distribution partners in financial services, supporting communication, product adoption, account records, usage monitoring, renewals, compliance, and partner growth. The role serves as a product expert, answers partner questions, maintains accurate CRM and account data, and collaborates with the Partnerships lead to support larger accounts and ensure successful content distribution.