Equity Sales Assistant

Wolfe Research is seeking a motivated Sales Assistant to join one of our NY-based Sales Teams. The Sales Assistant role is a great opportunity for a strong candidate with a personality that lends itself to Sales and possesses a genuine interest in financial markets. This role will have the unique opportunity for mentorship with eventual progression into a Sales Associate role.

Responsibilities:

Support to Senior Sales Team
Maintaining the client CRM, including extracting client resource utilization to ensure proper monetization
Help identify revenue generating opportunities
Continually ensure proper and efficient distribution of research
Assist with client requests and needs
Participate in ad hoc group projects to help improve the operations of the greater sales team
Create client presentations using Excel & PowerPoint
Provide organizational support for client and industry events

Requirements:

Bachelor's Degree from an accredited College/University with a strong academic track record

Organizational skills and strong attention to detail

General interest in financial markets with a familiarity of equity markets and the institutional equities marketplace
Self-starter with the ability to work both autonomously and collaboratively

At Wolfe Research we feel passionately about equal pay for equal work and pay transparency is an integral practice for that. The compensation for this role is market competitive with a base salary range of $60,000 -$90,000. We intend to offer the selected candidate base pay within this range, based on non-discriminatory factors including but not limited to skill-set, job-related experience, and location.

About Wolfe

Wolfe Research, LLC was founded in 2008 as a premier equity research firm with a commitment to best-in-class products and service. Wolfe Research was voted #6 on both a weighted and unweighted basis for equity research during 2023 by institutional clients in the prestigious Institutional Investor All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers. We are committed to acquiring top-ranked Analysts (28 and counting) across all industry sectors. In addition, Wolfe is a mentoring shop dedicated to developing talent from within all levels of the firm. For more information about Wolfe Research, please visit us at: www.wolferesearch.com

For more please see our website at: www.WolfeResearch.com

Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics. At Wolfe Research, we strive to be the place where a diverse mix of talented people want to come, to stay and do their best work. We pride ourselves on bringing integrity and objectiveness to our research process and we know our company’s biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees. We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.

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