Equity Research Coordinator: Growth, Mentorship & Impact

Search Influence; New York (NY); On-site; USD 80,000 - 90,000; Full time

Job summary

Wolfe Research, LLC is a premier independent sell-side research firm seeking a Research Coordinator to support senior analysts and teams in a dynamic, entrepreneurial setting. The role involves data analysis, CRM management, travel bookings, and event planning to support Firm conferences and marketing efforts.

Candidates should have a Bachelor’s degree, strong finance interest, and excellent Excel skills with PivotTables and VLOOKUP.

Qualifications

• Bachelor’s Degree with a proven academic record.
• Strong interest in finance and Equity Research.
• Strong interpersonal and communication skills, both written and oral.

Responsibilities

• Provide support to 2–3 Senior Research Analysts and teams.
• Heavy use of Excel, Outlook, and PowerPoint.
• Maintain CRM platform Salesforce and internal databases.
• Analyze data through CRM to show readership and analyst allocation metrics.
• Book travel and prepare expense reports, maintain calendars, schedule meetings and global marketing calendars.
• Assist with planning and execution of firm conferences and other marketing events.
• Coordinate events logistics including catering, A/V setup, materials, and transportation.
• Moderate phone, video, and webinar coverage and panels.

Skills

Excel

Pivot tables

VLOOKUP

Bloomberg/FactSet

Communication skills

Organization

Multi-tasking

Equity Research

Finance interest

Education

Bachelor’s Degree

Tools

Salesforce

PowerPoint

Microsoft Office

Job description

Wolfe Research, LLC is a premier independent sell-side research firm seeking a Research Coordinator to support senior analysts and teams in a dynamic, entrepreneurial setting. The role involves data analysis, CRM management, travel bookings, and event planning to support Firm conferences and marketing efforts.

Candidates should have a Bachelor’s degree, strong finance interest, and excellent Excel skills with PivotTables and VLOOKUP.