Financial Services & Housing Policy Analyst | Washington Analysis

CFRA Research; United States; Hybrid; USD 103,000 - 200,000; Full time

Benefits offered by this job

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

Job summary

An established industry player seeks a seasoned Financial Services & Housing Policy Analyst to provide independent analysis and forecasting for the investment community. This role involves researching legislative and regulatory developments that impact financial institutions and housing markets. The ideal candidate will have at least 5 years of relevant experience and a strong background in public policy, with the ability to communicate complex information effectively. This innovative firm offers a hybrid work environment with a preference for candidates in the Washington, DC area, making it an exciting opportunity for those looking to make a significant impact in the financial services sector.

Qualifications

• 5+ years of experience in public policy analysis, especially in financial services.
• Strong communication skills for effective information delivery.

Responsibilities

• Analyze public policy themes affecting investment opportunities.
• Publish research reports and host events for institutional investors.

Skills

Public Policy Analysis

Financial Services Knowledge

Communication Skills

Research and Writing

Presentation Skills

Analytical Skills

Team Collaboration

Entrepreneurial Spirit

Education

Bachelor's Degree

Advanced Degree (Public Policy, Economics, JD, MBA, CFA)

Job description

Financial Services & Housing Policy Analyst | Washington Analysis

Department: Policy Research

Employment Type: Full Time

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 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