Special Situations Analyst (Antitrust-Focus) | Washington Analysis

Description

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
  
  

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.

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.