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 Senior Vice President will research, analyze, and forecast for the institutional investment community activity across fiscal, tax, and trade policy.
Additionally, this individual will work with the analyst team on political and election coverage. Coverage will primarily include federal legislative, administrative, and political initiatives and developments, though will at times expand to state and other jurisdictions.
The analyst will also respond to client inquiries on other policy special situations that impact companies and markets. 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 8 years of relevant experience. Compensation and title 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 trade 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 8 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 trade policy experience, either in institutional investment research, government, or outside stakeholder role (i.
e., law firm, lobbying firm, trade association, advocacy group, think tank, advisory firm)
- Firm understanding of congressional and administrative processes (e.g., Senate 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 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
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.
Senior FP and A Manager Financial Analysis
Key Responsibilities:Prepare detailed financial performance analysis for leadership reviewCollaborate on budgeting, forecasting, and strategic planning processesSupport budget processes, financial data preparation, and growth initiatives evaluationRequired Qualifications:Minimum five years of experi...
Senior Manager, Public Policy and PAC
The Senior Manager will work with the Senior Vice President of Public Policy and the Director of Public Policy to develop multi-modal fundraising campaigns, expand ASAE’s fundraising network and meet fundraising targets, oversee internal and external PAC- and advocacy-related events and help develop...
Senior Vice President EPMO
Key Responsibilities:Collaborate with executive leadership to select and implement strategic projectsEstablish governance practices for capital investments and manage project portfoliosDefine and deploy project management principles to enhance organizational agilityRequired Qualifications, Training,...
Associate Vice President, Marketing & Communications (apply By: Friday, September 13, 2024)
With a staff of more than 300 people across the country working remotely and in offices in Boston (headquarters), Washington, DC, and Oakland, California, we operate at the national, state, and local levels, forging deep partnerships with employers, investors, entrepreneurs, policymakers, and educat...
Assistant Vice President of Planning and Capital Projects
Collaborate frequently with the Office of the Chief Operating Officer, the Office of the Provost, Office of Auxiliary Business Services and Real Estate, and various academic schools to understand their project needs and design solutions that meet their functional and programmatic requirements. AVP w...
CIO CFO - Financial Planning and Analysis - Senior Associate (Open to Remote)
Source and analyze data for business analytics, including scenario and attribution analysis, what-if analysis, time series trending, drill down analysis, break-even analysis and identification of business drivers. As part of our comprehensive benefits package, Fannie Mae offers a broad range of Heal...
Senior Strategist, Research and Regulatory Science, HSI
This position will accelerate Korean government acceptance and corporate use of scientifically valid alternatives, non-animal test methods and strategies for vaccines and biologicals, biomedical sciences, chemicals and other regulated products through active engagement with authorities, corporate ac...
Program Protection & System Security Engineer
Leveraging both in-domain and cross-domain expertise to maximize our clients’ success, SLA Division acts as trusted agents to senior decision-makers and key leaders and excels at providing data driven analytic insights, systems engineering, strategies and plans that address current and emerging chal...
Adjunct Faculty - SPA Department of Public Administration and Policy (Open Continuous)
Created during the depths of the Great Depression to train federal employees to implement President Franklin Delano Roosevelt’s “New Deal,” SPA builds a culture of excellence and transforms the student experience through personalized teaching and experiential education; empowerment to conduct and pr...
Senior Program Officer - Board on Environmental Change and Society
It is the policy of the National Academies to recruit, hire, transfer, compensate, and promote people in all job categories and to administer all other personnel actions, terms and conditions of employment in a manner that is consistent with equal employment, and does not discriminate on the basis o...