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CFRA Research

Business Development Representative

London
Posted 26 days ago
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Business Development Representative

Department: Sales

Location: London, UK

Description

Note: This position is hybrid. Candidates should be based in the Greater London, UK area.

CFRA is one of the best known global independent research providers. We provide in-depth equity, mutual fund, and ETF analysis, which helps wealth managers make informed investment decisions and stay ahead of market trends.

In this role, you would identify new CFRA clients by proactively researching firms, determining the “hook” to create interest, and then targeting contacts using a combination of technology, phone calls, and social media.

We invest a great deal of effort in onboarding and training our BDRs, for this position is critical to our growth. Our BDRs are often the first point of contact for prospective customers. Over time, they have the opportunity to become our future salespeople.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

Start with a chat, not a search bar

Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

Key Responsibilities

  • Work closely with the London sales team to help achieve revenue targets
  • Develop and lead prospecting campaigns
  • Participate in client meetings to demonstrate CFRA’s products and services

Skills, Knowledge and Expertise

  • 1-3 years of professional experience in the financial or information services industry, preferably with exposure to the wealth management sector
  • Ability to succeed in a fast-paced sales environment
  • Engaging communicator
  • Persistent determination, with a desire to grow professionally
  • Interest in financial markets, investment research and analysis
  • Strong organization and time management skills
  • Ability to work well independently as well as part of a larger team
  • Proficiency with Microsoft PowerPoint, Word, and Excel required
  • Experience with Salesforce a plus
  • Bachelor’s degree
  • Ability to work in-office 10 days a month

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Benefits

  • Sick Days
  • PTO
  • Holiday Pay
  • Health, Dental, & Vision Insurance
  • Company paid Life & Disability Insurance
  • Competitive Pay
  • Performance Bonus
  • Pension
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Skills

Communication
Sales
Organization
Time Management
Financial Markets
Investment Research
Analysis
Persistence
Technology Proficiency
Microsoft PowerPoint
Microsoft Word
Microsoft Excel
Salesforce

Location

London, England, United Kingdom

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