Bachelor's degree with at least 6 years of relevant work experience., Experience in analyzing, writing, and presenting on public policy or legal developments., Strong communication skills for conveying complex information effectively., Prior experience in investment research, government, or private sector roles is preferred..
Key responsabilities:
Research and analyze mergers and acquisitions and antitrust developments for actionable investment opportunities.
Produce written research reports and host conference calls with subject-matter experts.
Engage directly with clients and coordinate with sector-specific analysts.
Conduct due diligence research projects under tight deadlines.
Report This Job
Help us maintain the quality of our job listings. If you find any issues with this job post, please let us know.
Select the reason you're reporting this job:
CFRA is a global leader in financial intelligence solutions and insights.
Our experienced team of experts delivers timely and actionable analysis across global markets and multiple research disciplines, ensuring you always have our most up-to-date views, analysis, and data at your fingertips so you can make smarter and faster decisions.
Founded as the Center for Financial Research and Analysis in 1994, today our company is simply known as CFRA. Our proprietary approach blends a unique mix of fundamental equity, forensic accounting, fund, public policy and technical research with data, analytics and next-gen technology to arm clients with the financial intelligence required to meet their business and investing goals.
We are fiercely independent, we are client obsessed, and our mission is simply to be the most trusted global source of independent financial intelligence and innovation.
Washington Analysis' Policy Analysts provide independent and objective analysis and forecasting to the global investment community. Our team delivers actionable and timely research to our clients regarding the investment implications of legislative, regulatory, political, and legal developments.
The analyst will research and forecast for the institutional investment community policy and legal issues that impact publicly traded and privately held firms with a focus on mergers and acquisition and other antitrust and competition policy and legal matters. The analyst will also respond to client inquiries on additional issues and special situations that are not covered by a sector-specific analyst. The analyst will be responsible for producing written research and analysis, hosting topic-specific conference calls and events, engaging directly with clients, and coordinating coverage with sector-specific analysts.
This is not an entry-level position. Compensation and title (Vice President, Senior Vice President) negotiable based on experience. This role offers hybrid/remote flexibility, but strong preference for candidates in the Washington, DC area.
Key Responsibilities
Identify and analyze mergers and acquisitions, policy themes, and other antitrust/competition developments emanating from federal and state regulators (e.g., FTC, DOJ, CFIUS, state AGs, etc.), lawmakers, and the courts that present actionable investment opportunities
Coordinate coverage of mergers and acquisitions with sector-specific analysts, as appropriate
Support broader special situations coverage by identifying and providing forward-looking analysis of additional unique policy and legal risks and opportunities
Connect policy risks and opportunities to publicly traded companies
Publish timely and concise research reports on various topics within coverage
Host conference calls and events with primary-source subject-matter experts on key topics
Speak and travel to meet with institutional investors one-on-one and in group settings
Conduct and coordinate due diligence research projects on tight deadlines
Skills, Knowledge, and Expertise
Bachelor's degree plus at least 6 years of relevant work experience
Experience analyzing, writing, and presenting on public policy and/or legal developments
Strong ability to communicate complex information effectively in writing and in person
Prior relevant experience, either in investment research, government, or private sector role (i.e., law firm, lobbying firm, advocacy group, think tank, advisory firm)
At least one of the following credentials a plus, though not required: JD, MBA, or CFA (or equivalent)
Knowledge of and interest in the financial markets
Ability to work independently and collaboratively within our team environment
Entrepreneurial spirit and desire to help build and grow WA's policy research business
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
401K Match
Required profile
Experience
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.