Wolfe Research is seeking a Research Assistant who has interest in the world of finance and cash equities, looking to gain experience in a corporate, but entrepreneurial setting. This position provides the unique opportunity to learn about the distinctive roles of sales, research, trading, capital markets, marketing, operations, and accounting, in a fast-paced environment of a quickly growing company, while developing a basic general understanding of finance and strong corporate practices. Wolfe Research is a mentoring shop promoting professional growth; we provide motivated candidates the opportunity to explore a career in Equity Research by providing a mentor, group and individual career development sessions with the opportunity to develop a career as a Research Associate.


·         Support 2 Senior Research Analysts and their respective teams. Wolfe’s analysts are some of the top analysts on all of Wall Street and they have very large and dominant franchises

·         Book travel and prepare expense reports, maintain analysts’ calendars, schedule meetings, conference calls and global marketing calendars

·         Responsible for phone, video, and webinar coverage, as well as moderating panels & industry webcasts

·         Maintain distribution lists and other database and excel lists

·         Daily work within Microsoft Office with hyper focus in Excel, Outlook, & PowerPoint

·         Heavy use of CRM platform SingleTrack and additional internal databases

·         Bloomberg and/or FactSet terminal use may be needed for special projects (prior experience not required)

·         Coordinate all event related logistics, including catering, audio/visual set-up, providing marketing materials, ground, and air transportation

·         Assist with planning of firm conferences and other marketing events.

·         Assist Analysts with managing personal matters to make work more efficient, when required

·         When ready and proven ability for additional responsibility, assist research analysts and their associate teams with overflow research projects, reports, surveys, data compilation, and additional technical tasks

Requirements and Qualifications:

·         Bachelor's Degree with a proven academic record, preferably Business and /or Finance concentration

·         Collaborative nature in work process working with team and supporting other teams and not afraid to ask for help from other teams when needed

·         Interested in pursuing a career in Finance with a high degree of motivation to succeed as an individual and with your team

·         Strong interpersonal and communication skills, both written and oral

·         Skilled within Excel with ability to use pivot tables, vlookup, and basic formulas

·         Organized and detail-oriented with strong commitment to accuracy, detail, and follow-up

·         Proactively handle regular activities without prompting

·         Exhibit a high degree of motivation, sense of urgency and professional demeanor

·         Ability to multi-task and prioritize to complete tasks in a timely manner

·         Ability to demonstrate strong teamwork to work and work in partnership with all other teams at the firm

·         Desire to build career and not just find a job