**Interested candidates, please also email your resume to DOR@wolferesearch.com after submitting your application.**


About the Role:

Wolfe Research is seeking a Associate to join the Banks/Mid-Cap & Consumer Finance Team and assist in all facets of the franchise. The Associate will report to the Senior Analyst and will be responsible for assisting in all aspects of the franchise including modeling, note writing, and helping to create differentiated research analyses. As the Associate develops, responsibilities will expand to include communicating with clients and sales/traders, as well as participating in the creative process. The role requires accuracy, attention to detail, and a great deal of critical thinking. Strong writing, modeling, Excel, and PowerPoint skills required. Experience in equity research, investment banking, public accounting, consulting or in the industry is preferred.


Responsibilities & Professional Experience: 

  • Demonstrated ability to generate ideas: work closely and communicate effectively in a time sensitive environment, ability to balance multiple priorities and meet deadlines, strong organizational skills, client service minded and strong writing skills
  • Creative thinker with strong problem-solving skills: working with large data sets in Excel/Access, and ability to source and process information independently
  • Strong communication skills: particularly an ability to write efficiently and concisely
  • Technical skills: Bloomberg and/or FactSet skills helpful, advanced Excel (macros, pivot tables, conditional formatting, short cuts), and statistics (regression, variance, covariance, and correlations)
  • Use mastery of Excel functions: shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting, and basic programming



  • Mandatory 2-5 years of experience in sell-side research (preferably on Banking or Consumer Finance Team), on the buy-side, investment banking, public accounting, consulting or industry experience preferred 
  • Comfortable working 10+ hour workdays and some weekends
  • Advanced understanding of financial modeling, experience building and maintaining 3-statement models
  • Fully licensed with Series 7, 63, 86 & 87 
  • Excellent written and verbal communication skills 
  • Eager to work in a fast-paced environment both independently and collaboratively 
  • Bachelor's Degree or higher form an accredited college or university, concentration in Finance, Accounting, Math, or Statistics preferred
  • MBA, CPA, or CFA a plus 
  • Demonstrated academic ability with a minimum 3.5 GPA

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 $95,000 -$115,000. 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

We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.


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