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

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.

With the addition of Washington Analysis in 2021, CFRA further strengthens its already robust research and data offerings. CFRA clients will now be able to leverage Washington Analysis’ unique and in-depth research specializing in identifying risks and opportunities across asset-classes emanating from U.S. courts, Congress, and regulators, at both the state and federal levels.

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.