Consumer Equity Research Associate — Ideas & Modeling

Wolfe Research, LLC; New York (NY); On-site; USD 95,000 - 115,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Life, accident and disabilityInsurance

Paid time off: vacation, sick days,/le

Paid holidays

Paid parental leave

Job summary

Wolfe Research, LLC is seeking an Associate to join its NY Based Institutional Investor-ranked Consumer Team. They 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 they develop, responsibilities will expand to include communicating with clients and sales/traders, as well as participating in the creative process.

Qualifications

• 2026 December Grad or 1–2 years experience in sell-side research on the buy-side, investment banking, public accounting, consulting or industry experience preferred
• Bachelor's Degree or higher from an accredited college or university, concentration in Finance, Accounting, Math, or Statistics preferred
• Comfortable working 10+ hour days and some weekends (including travel to stores around the US)
• Tableau or experience in Python is a plus
• Advanced understanding of financial modeling, experience building and maintaining 3-statement models (CPA is a plus)
• Fully licensed with Series 7, 63, 86 & 87 preferred or expected to be completed within the first 6 months
• Excellent written and verbal communication skills
• Must enjoy following the stock market and developing industry themes
• Eager to work in a fast-paced environment both independently and collaboratively
• Demonstrated academic ability with a minimum 3.5 GPA

Responsibilities

• 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.
• The candidate will also work to draft reports/notes on relevant investment themes, events, and breaking news
• 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). Knowing how to build and update financial and valuation models for the companies covered
• Use mastery of Excel functions: shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting, and basic programming

Skills

Strong writing

Modeling

Excel

PowerPoint

Attention to detail

Education

Bachelor's degree or higher

Finance/Accounting/Math/Statistics concentration

Tools

Bloomberg

FactSet

Excel

PowerPoint

Job description

Wolfe Research, LLC is seeking an Associate to join its NY Based Institutional Investor-ranked Consumer Team. They 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 they develop, responsibilities will expand to include communicating with clients and sales/traders, as well as participating in the creative process.