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Research Assistant

Research|New York, NY

Wolfe Research is seeking a Research Assistant who has interest in the world of finance and cash equities, looking to gain experience in a corporate, but entrepreneurial setting. This position provides the unique opportunity to learn about the distinctive roles of sales, research, trading, capital markets, marketing, operations, and accounting, in a fast-paced environment of a quickly growing company, while developing a basic general understanding of finance and strong corporate practices. Wolfe Research is a mentoring shop promoting professional growth; we provide motivated candidates the opportunity to explore a career in Equity Research by providing a mentor, group and individual career development sessions with the opportunity to develop a career as a Research Associate.

 

Responsibilities

  • Support 2 Senior Research Analysts and their respective teams. Wolfe’s analysts are some of the top analysts on all of Wall Street and they have very large and dominant franchises
  • Book travel and prepare expense reports, maintain analysts’ calendars, schedule meetings, conference calls and global marketing calendars
  • Responsible for phone, video, and webinar coverage, as well as moderating panels & industry webcasts
  • Maintain distribution lists and other database and excel lists
  • Daily work within Microsoft Office with hyper focus in Excel, Outlook, & PowerPoint
  • Heavy use of CRM platform SingleTrack and additional internal databases
  • Bloomberg and/or FactSet terminal use may be needed for special projects (prior experience not required)
  • Coordinate all event related logistics, including catering, audio/visual set-up, providing marketing materials, ground, and air transportation
  • Assist with planning of firm conferences and other marketing events.
  • Assist Analysts with managing personal matters to make work more efficient, when required
  • When ready and proven ability for additional responsibility, assist research analysts and their associate teams with overflow research projects, reports, surveys, data compilation, and additional technical tasks

 

Requirements

  • Bachelor’s Degree with a proven academic record, preferably Business and /or Finance concentration
  • Collaborative nature in work process working with team and supporting other teams and not afraid to ask for help from other teams when needed
  • Interested in pursuing a career in Finance with a high degree of motivation to succeed as an individual and with your team
  • Strong interpersonal and communication skills, both written and oral
  • Skilled within Excel with ability to use pivot tables, vlookup, and basic formulas
  • Organized and detail-oriented with strong commitment to accuracy, detail, and follow-up
  • Proactively handle regular activities without prompting
  • Exhibit a high degree of motivation, sense of urgency and professional demeanor
  • Ability to multi-task and prioritize to complete tasks in a timely manner
  • Ability to demonstrate strong teamwork to work and work in partnership with all other teams at the firm
  • Desire to build career and not just find a job

 

Contact

 

Interested candidates, please apply via the application.