Career Opportunities

Wolfe Research Current Job Openings

 

Title: Equity Research Associate (Life Science & Medical Devices)

 

Overview

Wolfe Research is seeking a research associate to join its mid-town New York based firm. Wolfe Research has been voted within the top 15 equity research firms on Wall Street by institutional clients for the past five years in Institutional Investor magazine’s All-America Research Poll (weighted) and we plan continued strategic growth ahead. The firm’s clients include many of the world’s largest asset managers with mutual funds, pensions and hedge funds as the primary constituents. Wolfe seeks to be best-in-class in a focused set of research, sales and trading activities.

 

Job Description:

Wolfe Research is seeking an associate to back-up a Senior Analyst in all facets of his business. The associate will report to the Senior Analyst and will be responsible for assisting in all aspects of the Senior Analyst’s franchise including: modeling, note writing, and as he/she develops in communicating with clients and sales/traders, and participating in the creative process. Strong writing, modeling, excel and power point skills required. Experience in equity research, investment banking, public accounting or specific industry knowledge in the Health Care sector is highly desirable. As the associate develops, responsibilities will expand to include communicating with clients and sales/traders, and participating in the creative process. This role is on an II ranked team and we are looking to fill immediately.

 

Qualifications/Responsibilities (all below are required):

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, strong writing skills and possess common sense.

Creative thinker with strong problem solving skills, working with large data sets in excel/Access, and ability to source and process information independently.

Technical skills include  Bloomberg, advanced excel (macros, pivot tables, conditional formatting, short cuts), statistics (regression, variance, covariance and correlations).

Use mastery of excel functions: Shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting and basic programming.

Understanding of markets: both macro and micro to understand trends impacting the industry including assets and the commodities.

Financial modeling: build integrated financial statements, utilize multiple valuation methodologies, analyze and construct key aspects of capital structure (cash flow waterfall or debt service schedule).

Accounting knowledge: GAAP requirements, expense accruals, ability to model/forecast fundamental data, outline sensitivities linked to key variables for scenarios and produce charts to illustrate.

Advanced publishing knowledge: must know how to use databases, format data, using MS Office suite. Accuracy and attention to detail are important traits for this role.

Financial theory: ability to perform historical and relative valuation analysis and DCF valuation.

 

Experience

2-5 years of experience in sell-side research, buy-side, investment banking program, consulting, public accounting or industry experience is desirable.

 

Education

BA required concentration in accounting, finance, economics or engineering preferred. MBA, CFA, CPA also desirable. 

 

Contact

Interested candidates may send a resume and cover letter to  Michael Kiernan, Director of Research, at  mkiernan@wolferesearch.com.

 


 

 

Title: Equity Research Associate (Transportation) - NYC

 

Overview

Wolfe Research is seeking a research associate to join its mid-town New York based firm. Wolfe Research has been voted within the top 15 equity research firms on Wall Street by institutional clients for the past five years in Institutional Investor magazine’s All-America Research Poll (weighted) and we plan continued strategic growth ahead. The firm’s clients include many of the world’s largest asset managers with mutual funds, pensions and hedge funds as the primary constituents. Wolfe seeks to be best-in-class in a focused set of research, sales and trading activities.

 

Job Description:

Wolfe Research is seeking an associate to join our #1 ranked Transportation team. The associate will report to the Senior Analyst and over time will become responsible for assisting in all aspects of the Senior Analyst’s franchise including modeling, authoring research notes, creating presentations and responding to client requests. Strong writing, modeling, Excel and PowerPoint skills required. Experience in equity research, investment banking, public accounting or specific industry knowledge in the Transports sector is highly desirable. As the associate develops, responsibilities will expand to include communicating to internal salespeople and traders and eventually to clients.

 

Skill Set You Will Develop:

- Financial modeling and valuation
- Public speaking & professional relationships
- Investment idea generation
- In-depth, fundamental knowledge of the Transportation ecosystem

 

Requirements:

- Excited to learn and contribute
- Team player
- Comfortable working investment banking hours (including late nights and weekends)
- Basic understanding of financial modeling
- 0-3 years of experience in sell-side research, buy-side, investment banking program, public accounting, Consulting firms or industry experience is preferred.
- Series 7, 63, 86 and 87 desirable

 

Education:

BA required, concentration in accounting, finance, or math preferred.
MBA, CFA, CPA also desirable.

 

Contact

Interested candidates may send a resume, transcripts, and cover letter to    Michael Kiernan, Director of Research, at    mkiernan@wolferesearch.com.


 

Wolfe Research – Administrative Assistant – NYC

 

IMMEDIATE HIRE! The Administrative Assistant position at Wolfe Research is ideal for candidates looking to sharpen their organizational and interpersonal skills and get an inside look at finance by functioning as an integral member of a team.  Responsibilities include basic admin tasks, extensive travel planning and expense reporting, event planning, and Ad Hoc projects by request.  This position also provides the unique opportunity to learn about Sales Associate, Research Associate, Trading Associate and Banking Associate roles at a growing Sell-Side firm in addition to a basic understanding of finance as a whole and specifically Equity Research. 

 

Requirements:

GPA of 3.4 or higher in any major

Strong writing, interpersonal, and Excels required

Admin experience preferred but not required

Financial literacy a plus but not required

 

About Wolfe Research:

Wolfe Research has been voted within the top 15 equity research firms on Wall Street by institutional clients for the past five years in Institutional Investor magazine’s All-America Research Poll (weighted) and we plan continued strategic growth ahead. The firm’s clients include many of the world’s largest asset managers with mutual funds, pensions and hedge funds as the primary constituents.  Wolfe seeks to be best-in-class in a focused set of research, sales and trading activities.

 

Contact Details:

Interested candidates may send a résumé and formal cover letter which specifically addresses these requirements to Janine McAllister at JMcAllister@wolferesearch.com.


 

Wolfe Research – Administrative Assistant – Stamford, CT

 

IMMEDIATE HIRE! The Administrative Assistant position at Wolfe Research is ideal for candidates looking to sharpen their organizational and interpersonal skills and get an inside look at finance by functioning as an integral member of a team.  Responsibilities include basic admin tasks, extensive travel planning and expense reporting, event planning, and Ad Hoc projects by request.  This position also provides the unique opportunity to learn about Sales Associate, Research Associate, Trading Associate and Banking Associate roles at a growing Sell-Side firm in addition to a basic understanding of finance as a whole and specifically Equity Research. 

 

Requirements:

GPA of 3.4 or higher in any major

Strong writing, interpersonal, and Excels required

Admin experience preferred but not required

Financial literacy a plus but not required

 

About Wolfe Research:

Wolfe Research has been voted within the top 15 equity research firms on Wall Street by institutional clients for the past five years in Institutional Investor magazine’s All-America Research Poll (weighted) and we plan continued strategic growth ahead. The firm’s clients include many of the world’s largest asset managers with mutual funds, pensions and hedge funds as the primary constituents.  Wolfe seeks to be best-in-class in a focused set of research, sales and trading activities.

 

Contact Details:

Interested candidates may send a résumé and formal cover letter which specifically addresses these requirements to Janine McAllister at JMcAllister@wolferesearch.com.


 

Title: Equity Research Associate (Health Care – Global Pharma)

 

Overview

Wolfe Research is seeking a research associate to join its mid-town New York based firm. Wolfe Research has been voted within the top 15 equity research firms on Wall Street by institutional clients for the past five years in Institutional Investor magazine’s All-America Research Poll (weighted) and we plan continued strategic growth ahead. The firm’s clients include many of the world’s largest asset managers with mutual funds, pensions and hedge funds as the primary constituents. Wolfe seeks to be best-in-class in a focused set of research, sales and trading activities.

 

Job Description:

We are looking for a Senior Research Associate to join our No. 1 ranked Global Pharmaceuticals team based in New York. As a Senior Research Associate, you will contribute to our written product, build complex financial models, and interact with company management teams as well as sales, trading, and institutional investor clients. You will have a high level of responsibility and be empowered to make an important contribution.

Requirements:

Ideal candidates for our Pharmaceuticals team should have at least three years of relevant experience in the health care industry, with direct experience in the area of biopharmaceuticals. Most of our past hires have had direct experience working at biopharmaceutical companies at the corporate level, usually in areas such as marketing, business intelligence, medical affairs, etc. Alternatively, candidates may come from consulting firms that have consulted to biopharmaceutical companies, or they may have worked in a similar role already either on the buyside or sell-side in healthcare. While many of our past hires have their MBAs, this is not a prerequisite - we are less concerned with a candidate's financial knowledge, and are more concerned that they have a broad-based, solid understanding of the complexities of the biopharmaceutical industry. Many of our previous hires have also held advanced degrees (PhDs, MDs) in a scientific area relevant to the job.

The ideal candidate should be a team player who seeks a highly rigorous and challenging environment for their career development. Job responsibilities include: performing scientific due diligence through networking with key opinion leaders, attending scientific meetings, and reading the scientific literature; building and maintaining financial models using Excel; writing reports summarizing our findings for distribution to institutional money managers/portfolio managers; attending drug company analyst meetings; assembling Power Point presentations; helping to formulate overall investment opinions. Candidates must also have solid written and verbal skills.

 

Contact

Interested candidates may send a resume, transcripts, and cover letter to   Michael Kiernan, Director of Research, at  mkiernan@wolferesearch.com.


 

Title: Equity Research Associate (Health Care – BIOTECH, Pharma, Life Sciences)

 

Overview

Wolfe Research is seeking a research associate to join its mid-town New York based firm. Wolfe Research has been voted within the top 15 equity research firms on Wall Street by institutional clients for the past five years in Institutional Investor magazine’s All-America Research Poll (weighted) and we plan continued strategic growth ahead. The firm’s clients include many of the world’s largest asset managers with mutual funds, pensions and hedge funds as the primary constituents. Wolfe seeks to be best-in-class in a focused set of research, sales and trading activities.

 

Job Description:

NYC-based equity research job covering: BIOTECH, Pharma, Life Sciences. This is an opportunity to work with a highly regarded analyst at a top tier research boutique as an associate on an expanding equity research team. The associate will report to the Senior Analyst and will be responsible for assisting in all aspects of the Senior Analyst’s franchise including: modeling, note writing, and as he/she develops in communicating with clients and sales/traders, and participating in the creative process. Strong writing, modeling, excel and power point skills required. As the associate develops, responsibilities will expand to include communicating with clients and sales/traders and participating in the creative process.

 

What to Expect:

We are a small team and work very closely together. We have a very active dialogue with investors and C-level teams of pharma companies. There is a clear expectation that the candidate has a good attitude, is self-driven, very intellectually curious and can figure things out instantly.

 

Skill Set You Will Develop:

- Financial modeling
- Ramping up on a new therapeutic area
- Dissecting clinical data
- Patent law & litigation
- Public speaking & professional relationships

 

Requirements:

- MD or PhD or MD/PhD preferred but not required, open to recent graduates with life sciences degrees
- Excited to learn and contribute
- Team player
- Comfortable working investment banking hours (including late nights and weekends)
- Basic understanding of financial modeling
- 1-2 years of experience in sell-side research, buy-side, investment banking program, public accounting, HC Consulting firms or industry experience is desirable.

 

Education:

MD or PHD highly desirable, BA required, concentration in accounting, finance, hard science or advanced math preferred. MBA, CFA, CPA also desirable.

 

Contact

Interested candidates may send a resume, transcripts, and cover letter to   Michael Kiernan, Director of Research, at  mkiernan@wolferesearch.com.


 

Title: Equity Research Associate (Health Care - Managed Care, Hospitals, PBMs, Pharmacies)

 

Overview

Wolfe Research is seeking a research associate to join its mid-town New York based firm. Wolfe Research has been voted within the top 15 equity research firms on Wall Street by institutional clients for the past five years in Institutional Investor magazine’s All-America Research Poll (weighted) and we plan continued strategic growth ahead. The firm’s clients include many of the world’s largest asset managers with mutual funds, pensions and hedge funds as the primary constituents. Wolfe seeks to be best-in-class in a focused set of research, sales and trading activities.

 

Job Description:

Wolfe Research is seeking an associate to back-up a Senior Analyst in all facets of his business. The associate will report to the Senior Analyst and will be responsible for assisting in all aspects of the Senior Analyst’s franchise including: modeling, note writing, and as he/she develops in communicating with clients and sales/traders, and participating in the creative process. Strong writing, modeling, excel and power point skills required. Experience in equity research, investment banking, public accounting or specific industry knowledge in the Health Care sector is highly desirable. As the associate develops, responsibilities will expand to include communicating with clients and sales/traders, and participating in the creative process. There is the ability to grow into a senior analyst position over the next several years for the right, motivated associate.

 

Qualifications/Responsibilities (all below are required):

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, strong writing skills and possess common sense.

Creative thinker with strong problem solving skills, working with large data sets in excel/Access, and ability to source and process information independently.

Technical skills include Bloomberg, advanced excel (macros, pivot tables, conditional formatting, short cuts), statistics (regression, variance, covariance and correlations).

Use mastery of excel functions: Shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting and basic programming.

Understanding of markets: both macro and micro to understand trends impacting the HC industry, Government Policies, Reimbursement, and at the industry level supply and demand dynamics/pricing.

Financial modeling: build integrated financial statements, utilize multiple valuation methodologies, analyze and construct key aspects of capital structure (cash flow waterfall or debt service schedule).

Accounting knowledge: GAAP requirements, expense accruals, ability to model/forecast fundamental data, outline sensitivities linked to key variables for scenarios and produce charts to illustrate.

Use knowledge of advanced accounting principles: Familiarity with T charts, reason for deferred tax liabilities, contra assets/liabilities, etc.

Advanced publishing knowledge: must know how to use databases, format data, using MS Office suite.

Financial theory: ability to perform historical and relative valuation analysis and DCF valuation.

 

Experience

1-2 years of experience in sell-side research, buy-side, investment banking program, public accounting or industry experience is desirable.

 

Education

BA required concentration in accounting, finance, hard science or advanced math desirable. MBA, CFA, CPA also desirable.

 

Contact

Interested candidates may send a resume and cover letter to   Michael Kiernan, Director of Research, at  mkiernan@wolferesearch.com.


 

Title: Research Associate - Industrials (New York)

 

Overview

Wolfe Research is seeking a Industrials research associate to join its mid-town New York based firm. Wolfe Research has been voted within the top 15 equity research firms on Wall Street by institutional clients for the past five years in Institutional Investor magazine’s All-America Research Poll (weighted) and we plan continued strategic growth ahead. The firm’s clients include many of the world’s largest asset managers with mutual funds, pensions and hedge funds as the primary constituents. Wolfe seeks to be best-in-class in a focused set of research, sales and trading activities.

 

Job Description

Wolfe Research is seeking an Industrials research associate to back-up a seasoned top ranked Senior Analyst in all facets of the business. The associate will report to the Senior Analyst and will be primarily responsible for modeling, talking with covered companies and industry contacts, conducting fundamental research, communicating with clients and sales/traders, and participating in the creative process. There is the ability to grow into a senior analyst position over the next couple of years for the right, motivated associate.

 

Qualifications

We are looking for intellectually curious types, with a demonstrable track record of success, and a passion for understanding what drives the stock market. The candidate will be a team player, have a competitive spirit, must be strongly motivated to succeed and bring a very strong accounting and finance background. This candidate will be the go-to person on the associate team and is a highly visible role both internally and externally, for the right candidate. Strong writing, modeling, excel, power point and Factset/Bloomberg skills are a given, as is the ability to fluently communicate ideas. 3-5 years of sell-side research experience is required, and a background in industrials research is strongly preferred.

 

Contact

Interested candidates may send a resume and cover letter to Michael Kiernan, Director of Research, at  mkiernan@wolferesearch.com.


 

Title: Associate, Institutional Equity Sales

Overview:

Wolfe Research is seeking a junior institutional salesperson to join its mid-town New York based firm. Wolfe Research has been voted within the top 15 equity research firms on Wall Street by institutional clients for the past five years in Institutional Investor magazine’s All-America Research Poll (weighted) and we plan continued strategic growth ahead. The firm’s clients include many of the world’s largest asset managers with mutual funds, pensions and hedge funds as the primary constituents.  Wolfe seeks to be best-in-class in a focused set of research, sales and trading activities.

 

Job Description:

The sales function provides the primary client interface for both research delivery and revenue generation. Heavy outbound call volumes, frequent client meetings / presentations and travel are the norm. The sales position requires command of a complex and extensive research product line and the ability to distill the material for use by highly sophisticated institutional investors.

 

Qualifications:

Qualifications include demonstrated excellence in oral and written communication, as well as in personal presentation. Further, a clear track record of drive and high achievement in prior activities, including academics, is essential. Strong general knowledge of markets, valuation of equity securities and the institutional equity marketplace are important. Coursework should include some combination of economics and finance. At least one course in financial accounting and the ability to understand corporate financial statements are required.    Two years of successful post-college employment are the minimum, but we are open to individuals seeking their first Wall Street position. An MBA / CFA is desirable. A strong desire to become a leading client-facing and revenue generating professional is critical to success. The position requires a significant investment of time, focus and effort. The firm will provide training as appropriate. Starting compensation is based on experience and upside will be performance based.

 

Contact:

Interested candidates may send a resume and cover letter to Mackenzie Fulk, Co-Head of Institutional Services, at mfulk@wolferesearch.com. Letters should cite specific interest in the position, our firm and your qualifications relative to the requirements listed above. Please provide your college GPA, SAT scores by section, as well as GMAT / graduate school GPA, if applicable. Form letters will not be accepted.


 

Title:  Intermediate / Junior Sales Trader, Institutional Equities

Overview:

Wolfe Research is seeking an Intermediate / Junior Sales Trader to join its mid-town New York based agency equity trading desk. Wolfe Research has been voted within the top 15 equity research firms on Wall Street by institutional clients for the past six years in Institutional Investor magazine’s All-America Research Poll (weighted) and we plan continued strategic growth ahead. The firm’s clients include many of the world’s largest asset managers with mutual funds, pensions and hedge funds as the primary constituents.  Wolfe seeks to be best-in-class in a focused set of research, sales and trading activities.

 

Job Description:

This is an Intermediate / Junior level role with the expectation for substantial growth over time. Initial responsibilities depend upon experience and will include various aspects of trade entry, trade execution, sales trading and ultimately, account coverage.  Previous trading desk experience and relevant registrations (Series 7, 55 & 63) are required. Qualifications include a clear track record of drive and high achievement in prior professional activities. Strong general knowledge of markets, equity securities and the institutional equity marketplace are critical. The ideal candidate will be able to multi-task, possess strong communication skills, process information quickly and be able to work under pressure. Starting compensation is based on experience and upside will be performance based.

 

Contact Details:

Interested candidates may send a résumé and formal cover letter which specifically addresses these requirements to Jon Patria at JPatria@wolferesearch.com . Form letters will not be accepted. More information is available at Wolferesearch.com.


 

Title: Junior Trader/Sales Trader, Institutional Equities

Overview:

Wolfe Research is seeking a junior trader to join its mid-town New York based firm. Wolfe Research has been voted within the top 15 equity research firms on Wall Street by institutional clients for the past five years in Institutional Investor magazine’s All-America Research Poll (weighted) and we plan continued strategic growth ahead. The firm’s clients include many of the world’s largest asset managers with mutual funds, pensions and hedge funds as the primary constituents. Wolfe seeks to be best-in-class in a focused set of research, sales and trading activities.

 

Job Description:

This is a junior level role with the expectation for growth over time. Initial responsibilities will be focused on supporting the everyday activities of the equity trading desk. Further responsibilities will include various aspects of trade entry, trade execution and sales trading. Any experience on a trading desk with Series 7, 55 & 63 registrations is preferred but not necessary.

 

Qualifications:

Qualifications include a clear track record of drive and high achievement in prior activities, including academics, is essential. Strong general knowledge of markets, valuation of equity securities and the institutional equity marketplace are important. The ideal candidate will be able to multi-task, possess strong communication skills, process information quickly and be able to work under pressure. Two years of successful post-college employment are the minimum, but we are open to individuals seeking their first Wall Street position.  The position requires a significant investment of time, focus and effort. The firm will provide training and mentorship for the right candidate dedicated to embarking on a new career. Starting compensation is based on experience and upside will be performance based.

 

Contact:

Interested candidates may send a resume and cover letter which specifically addresses the requirements to Jon Patria at JPatria@wolferesearch.com . Letters should cite specific interest in the position, our firm and your qualifications relative to the requirements listed above. Please provide your college GPA, SAT scores, by section as well as GMAT / graduate school GPA, if applicable. Form letters will not be accepted.