Finance Research & Analytics Coordinator

Wolfe Research, LLC; New York (NY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Health coverage

Life insurance

Paid time off

Parental leave

Job summary

Wolfe Research, LLC is seeking a Research Coordinator who has interest in finance and equity research, to gain experience in a corporate yet entrepreneurial setting. The role involves supporting Senior Analysts, heavy Excel use, CRM tracking, and coordinating conferences and events in a fast-paced environment.

The position offers exposure to sales, research, trading, marketing, operations and accounting, with mentorship and growth opportunities across teams.

Qualifications

• Bachelor’s Degree with a proven academic record.
• Highly motivated with a strong interest in finance and Equity Research.
• Strong interpersonal and communication skills, both written and oral.
• Skilled within Excel with pivot tables, VLOOKUP, and basic formulas.
• Bloomberg and/or FactSet terminal use may be needed for special projects (prior experience not required).
• Organized and detail-oriented with strong commitment to accuracy, detail, and follow-up.
• Proactively handle regular activities without prompting, guidance and direction.
• Ability to multi-task, problem-solve and prioritize to complete tasks in a timely manner.

Responsibilities

• Provide support to 2-3 Senior Research Analysts and teams.
• Daily work in Microsoft Office with hyper focus in Excel, Outlook, & PowerPoint.
• Heavy use of CRM platform Salesforce and additional internal databases.
• Maintain distribution lists and other databases and excel lists.
• Provide data analysis through CRM system to show various metrics (i.e. readership, Analyst allocation analysis).
• Book travel and prepare expense reports, maintain analysts’ calendars, schedule meetings, conference calls and global marketing calendars.
• Assist with planning and execution of firm conferences and other marketing events.
• Maintain a public image for the firm at conferences/events.
• Plan and execute logistics for Analyst events (i.e. group lunches, Analyst access events).
• Coordinate all event related logistics, including catering, audio/visual set-up, providing marketing materials, ground, and air transportation.
• Responsible for phone, video, and webinar coverage, as well as moderating panels & industry
• Act as a liaison between the analyst team and Sales, Corporate Access, Operations, and cross-functional firm stakeholders
• Perform a variety of complex, responsible, and confidential support functions that require a high degree of independent judgment.
• Perform certain research and analysis in different areas of focus.
• Ability to prepare clear, concise, accurate, complete and logical reports; work independently with little direction; establish and maintain effective working relationships with others; meet schedules and timelines; work confidentially with discretion; interpret, apply and explain firm policies and procedures; analyze situations accurately and recommend effective course of action.

Skills

Analytical skills

Interpersonal communication

Excel proficiency

CRM experience

Organization & detail-orientation

Independent judgment

Multi-tasking & prioritization

Education

Bachelor’s degree

Tools

Bloomberg

FactSet

Job description

Wolfe Research, LLC is seeking a Research Coordinator who has interest in finance and equity research, to gain experience in a corporate yet entrepreneurial setting. The role involves supporting Senior Analysts, heavy Excel use, CRM tracking, and coordinating conferences and events in a fast-paced environment.

The position offers exposure to sales, research, trading, marketing, operations and accounting, with mentorship and growth opportunities across teams.