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 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.
Coverage Group
Wolfe Research is seeking an institutional salesperson to join its mid-town New York based firm, covering New York clients. The firm’s clients include many of the world’s largest asset managers with mutual funds, pensions and hedge funds as the primary constituents. Wolfe seeks to be best-in-class in a focused set of research, sales and trading activities.
Responsibilities:
- The sales function provides the primary client interface for both research delivery and revenue generation. Heavy outbound call volumes, frequent client meetings / presentations and travel are the norm.
- The sales position requires command of a complex and extensive research product line and the ability to distill the material for use by highly sophisticated institutional investors.
Requirements and Qualifications:
- 2-5 years of Sell-side Sales (preferable Equity Sales) experience
- Demonstrated excellence in oral and written communication, as well as in personal presentation.
- A clear track record of drive and high achievement in prior roles, is essential.
- An MBA / CFA is desirable.
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 95,000-130,000. We intend to offer the selected candidate a base salary within this range, based on non-discriminatory factors including but not limited to skill set, job-related experience, and location. In addition, we offer an annual discretionary incentive bonus and competitive employee benefits including: medical, dental and vision coverage; life, accident and disability insurance. Wolfe also offers paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.
About Wolfe
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.
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.