Policy Analyst (Fiscal, Tax, Special Sits) | Washington Analysis

Department: Policy Research

Location: Washington, DC

Compensation: $103,000 - $200,000 / year

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, analyze, and forecast for the institutional investment community activity across fiscal, tax, and other major policy issues. The analyst will also forecast political developments and lead on other policy special situations that impact companies and markets. Coverage will primarily include federal legislative, administrative, and political initiatives and developments, though will at times expand to states and other jurisdictions. The analyst will be responsible for producing written research and analysis, hosting topic-specific conference calls and events, and engaging directly with clients.

This is not an entry-level position. Candidates are expected to have at least 5 years of relevant experience. 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 public policy themes and developments emanating from lawmakers, regulators, and the courts that present actionable investment opportunities


• Provide timely, forward-looking analysis of risks and opportunities affecting companies, sectors, and broader markets


• Publish research reports on material macro, fiscal, tax, and other policy topics


• Host events and conference calls 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 5 years of relevant work experience


• Experience analyzing, writing, and presenting on public policy developments


• Strong ability to communicate complex information effectively in writing and in person


• Prior fiscal, tax, and/or cross-issue policy experience, either in institutional investment research, government, or outside stakeholder role (i.e., think tank, lobbying firm, trade association, etc.)


• Firm understanding of congressional and administrative processes (e.g., rules and procedure)


• At least one of the following credentials a plus, though not required: advanced degree in public policy, JD, MBA, or CFA (or equivalent)


• Knowledge of and interest in 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