Financial Services & Housing Policy Analyst | 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 analyze and forecast for institutional investors legislative, regulatory, and legal financial services and housing-related issues impacting publicly traded and privately held firms, including financial institutions, card networks, fintechs, exchanges, digital asset firms, consumer reporting companies, mortgage lenders/servicers, and property owners, among others. The analyst will closely follow Congress and key relevant federal regulators (i.e., Fed, OCC, FDIC, CFPB, SEC, CFTC, FHFA, HUD, DOL), though coverage will at times expand to state legislatures and regulators. The analyst will be responsible for producing written research, hosting conference calls and events, and engaging 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 public policy and legal developments
• 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 with a focus on financial services and housing/housing finance issues
• Strong ability to communicate complex information effectively in writing and in person
• Prior relevant financial services and housing/housing finance policy experience, either in institutional investment research, government, or other role (i.e., think tank, lobbying firm, trade association, etc.)
• At least one of the following credentials a plus, though not required: advanced degree in public policy or economics, 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.