REITs Equity Research Associate (Entry Level)

Wolfe Research, LLC; New York (NY); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Life, accident and disabilityinsurance

Paid time off including vacation and/s

Job summary

Wolfe Research, LLC is seeking an entry level Associate to join its NY based Institutional Investor-ranked REITs Team. You will support modeling, note writing, and research creation.

As you grow, you’ll assist in client communications and collaboration with sales/traders, while maintaining high accuracy and strong critical thinking. The role emphasizes strong Excel/PowerPoint ability and writing, with preference for candidates from finance, accounting, math, or statistics backgrounds and a 3.5+

Qualifications

• 2026 grad or 1 year of experience in sell-side research, or related fields preferred in Real Estate.
• Bachelor's Degree or higher in Finance, Accounting, Math, or Statistics preferred.
• MBA, CPA, or CFA a plus.
• Advanced understanding of financial modeling and 3-statement models.
• 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.
• Demonstrated academic ability with a minimum 3.5 GPA.
• Comfortable with 10+ hour workdays and some weekends.

Responsibilities

• Draft reports/notes on investment themes, events, and breaking news.
• Work with large data sets in Excel/Access and process information independently.
• Communicate with clients, sales, and traders as responsibilities expand.
• Create and update financial and valuation models for covered companies.
• Utilize Excel mastery for complex logic, graphics, and data tables.

Skills

Strong writing

Modeling

Excel

PowerPoint

Education

Bachelor's Degree or higher

Tools

Bloomberg

FactSet

Job description

Wolfe Research, LLC is seeking an entry level Associate to join its NY based Institutional Investor-ranked REITs Team. You will support modeling, note writing, and research creation.

As you grow, you’ll assist in client communications and collaboration with sales/traders, while maintaining high accuracy and strong critical thinking. The role emphasizes strong Excel/PowerPoint ability and writing, with preference for candidates from finance, accounting, math, or statistics backgrounds and a 3.5+