Dynamic Consumer Equity Research Associate

Wolfe Research, LLC; New York (NY); Presencial; USD 95.000 - 115.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental and vision coverage

Life, accident and disabilityinsurance

Paid time off, holidays and parental/s

Descripción de la vacante

Wolfe Research, LLC seeks an Associate to join its NY-based Institutional Investor-ranked Consumer Team. You will assist in modeling, note writing, and creating differentiated research analyses, reporting to the Senior Analyst.

Responsibilities expand to communicating with clients and sales/traders as you develop, with emphasis on accuracy and strong writing. The role requires strong Excel, PowerPoint, and writing skills, plus experience in equity research or related fields.

Formación

• 2026 December Grad or 1–2 years of sell-side research on the buy-side, investment banking, public accounting, consulting or industry experience preferred
• Bachelor's Degree or higher; concentration in Finance, Accounting, Math, or Statistics preferred
• Comfortable working 10+ hour days and some weekends; travel to stores around the US
• Tableau or Python a plus
• Advanced understanding of financial modeling and maintaining 3-statement models (CPA a plus)
• Fully licensed with Series 7, 63, 86 & 87 preferred or to be completed within 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
• Minimum 3.5 GPA

Responsabilidades

• Demonstrated ability to generate ideas; draft reports/notes on investment themes, events, and breaking news
• Creative thinker with strong problem-solving skills; work with large data sets in Excel/Access
• Strong communication skills; write concisely
• Technical skills: Bloomberg and/or FactSet helpful; advanced Excel and statistics; build/update financial and valuation models
• Mastery of Excel functions; develop complex logic formulas; integrate graphics/data tables

Conocimientos

Excel

PowerPoint

Financial modeling

Strong writing

Educación

Bachelor's Degree or higher

Finance/Accounting/Math/Statistics concentration preferred

Herramientas

Bloomberg

FactSet

Descripción del empleo

Wolfe Research, LLC seeks an Associate to join its NY-based Institutional Investor-ranked Consumer Team. You will assist in modeling, note writing, and creating differentiated research analyses, reporting to the Senior Analyst.

Responsibilities expand to communicating with clients and sales/traders as you develop, with emphasis on accuracy and strong writing. The role requires strong Excel, PowerPoint, and writing skills, plus experience in equity research or related fields.