Policy Analyst - Fiscal, Tax, Special Situations

March 17

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CFRA Research

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CFRA Research is a global leader in delivering independent and unbiased investment research and financial intelligence solutions to clients worldwide. The company specializes in providing a comprehensive range of research services, including fundamental equity research, forensic accounting research, and public policy and legal research. Catering to a diverse clientele, CFRA serves wealth management firms, institutional investors, financial advisors, and self-directed individual investors by equipping them with the necessary data and analytics to navigate market cycles and make informed investment decisions. Notably, CFRA's award-winning technology and content delivery methods enable clients to integrate its insights seamlessly into their operations, ensuring flexible and cost-effective solutions across various platforms, such as web-based or API integrations. Their expertise spans consumer, energy, financials, healthcare, and technology sectors, among others, helping clients enhance portfolio performance and mitigate risks through high-quality research and data analytics.

Forensic Accounting Research, Analytics & Advisory • Risk Mitigation • Idea Generation • Investment Research

51 - 200 employees

Founded 1994

💸 Finance

💳 Fintech

🏢 Enterprise

💰 Private Equity Round on 2023-01

📋 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.

🎯 Requirements

• 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