Heather Broffman Email & Phone Number

United States

Washington, District Of Columbia

Washington Analysis is the oldest policy-focused institutional equity research firm in Washington DC (Est. 1973), specializing in a bottom-up approach to analyzing legislative and regulatory changes as they affect both the markets, and particular sectors and companies. Washington Analysis is an exclusive research firm working with Mutual Funds and Hedge Funds. Deliver investment philosophies, thought leadership and policy analysis to institutional investment clients. Manage multi-million-dollar portfolio comprised of high-profile clients including money managers, mutual funds and hedge funds. Act as primary point of contact between Analysts and clients, prospects, consultants and other marketplace participants. Develop pricing strategies and execute research agreements. Maintain a keen pulse on marketplace changes, competitor perspectives and industry trends. Build and maintain partnerships across the organization to share knowledge, provide market insights, deliver actionable recommendations and capitalize on company strengths. Ensure client-facing and marketing-facing communication integrity. Execute the business plan, track metrics and provide strategic analysis and reporting to achieve objectives. Led special projects and assignments, presenting firm challenges and solutions to Board of Directors.Successfully managed and expanded a robust portfolio of key clients at market leading companies.Developed, implemented and continuously improved operational procedures for Equity Research function.Contributed to product development by identifying opportunities through client issues and risk asset prices.Top revenue generator within the firm Promoted several times during tenure due to success, integrity and dedication to excellence.