Equity Research Associate- REITs

Page Mechanical Group, Inc.; New York (NY); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Discretionary bonus

Medical, dental and vision

Life, accident and disability保险

Paid time off

Job summary

Wolfe Research in New York is seeking an entry-level Associate to join its NY-based REITs team. You will assist in modeling, note writing and creating differentiated research analyses, reporting to the Senior Analyst.

As you develop, responsibilities may include client and sales/trader communications, with emphasis on accuracy, writing and Excel/PowerPoint skills. Prior experience in equity research or related fields is preferred.

Qualifications

• Bachelor's degree or higher in Finance, Accounting, Math, or Statistics.
• MBA, CPA, or CFA a plus.
• Advanced understanding of financial modeling and 3-statement models.

Responsibilities

• Draft reports/notes on relevant investment themes, events, and breaking news.
• Work with large data sets in Excel/Access and source information independently.
• Communicate with clients and sales/traders as responsibilities expand.

Skills

Excel

PowerPoint

Writing skills

Financial modeling

Communication

Analytical thinking

Education

Bachelor's degree in Finance/Accounting/Math/Statistics

MBA/CPA/CFA a plus

Tools

Bloomberg

FactSet

Excel macros

Job description

About the Role:

Wolfe Research is seeking a entry level Associate to join its NY Based Institutional Investor-ranked REITs 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. 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. 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

Requirements:

• 2026 Grad or 1 year of experience in sell-side research, on the buy-side, investment banking, public accounting, consulting or industry experience preferred in Real Estate
• 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
• Advanced understanding of financial modeling, experience building and maintaining 3-statement models
• 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
• Comfortable working 10+ hour workdays and some weekends

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 $90,000-$100,000. 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.

• medical, dental and vision coverage
• life, accident and disability insurance
• paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave

About Wolfe

Wolfe Research, LLC is a premier independent sell-side research firm with a commitment to best-in-class content and ongoing strategic growth. We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients. 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.

The firm has established a leading reputation for sector and macro research. Our QES product provides leading stock selection models, cutting edge portfolio analytics and hedging tools, highly ranked ESG product, and back-tested alternative data. Wolfe Research’s analysts were voted #6 on a weighted basis for equity research during 2024 by institutional clients in the prestigious “Extel” (formerly 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.

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.