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About the Role:

Wolfe Research is seeking an Associate to join its Institutional Investor-ranked Medical Supplies & Devices Team. The Associate will report to the Senior Analyst and will be responsible for assisting in all aspects of the franchise including modeling, note writing, and helping to create differentiated research analyses. As they develop, responsibilities will expand to include communicating with clients and sales/traders, as well as participating in the creative process. The role requires accuracy, attention to detail, and a great deal of critical thinking. Strong writing, modeling, Excel, and PowerPoint skills required. Experience in equity research, investment banking, public accounting, consulting or in the industry is preferred. The candidate should also have a strong interest in the field of medicine.

Responsibilities & Professional Experience: 

• 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 and strong writing skills
• Creative thinker with strong problem-solving skills: working with large data sets in Excel/Access, and ability to source and process information independently
• Strong communication skills: particularly an ability to write efficiently and concisely using correct grammar
• Technical skills: Bloomberg and/or FactSet skills helpful, advanced Excel (macros, pivot tables, conditional formatting, short cuts), and 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
• Good familiarity with financial concepts including: the basics of corporate finance such as 3-statement financial modeling; forecasting; and valuation techniques

Requirements:

• 1-3 years of experience working in a similar financial role already, either on the “buyside” or “sell-side” in the healthcare space, Medtech industry role (ideally in a business function such as sales & marketing, business development or portfolio assessment), a consulting role where clients are Medtech companies, investment banking role, or public accounting role
• Bachelor’s Degree or higher form an accredited college or university, concentration in Finance, Accounting, Math, or Statistics preferred
• MBA, CPA or PharmD in a scientific area relevant to the job is not required, but is a plus
• Comfortable working 10+ hour workdays and some weekends
• Advanced understanding of financial modeling, experience building and maintaining 3-statement models. CFA is a plus
• Series 7, 63, 86 & 87 is preferred, or expected to be completed within the first 12 months of joining
• Excellent written and verbal communication skills
• Must enjoy following the stock market and developing industry themes
• Eager to work in a fast-paced environment both independently and collaboratively
• Demonstrated academic ability with a minimum 3.5 GPA
• Location can be in New York or Boston

At Wolfe Research we feel passionately about equal pay for equal work and pay transparency is an integral practice for that. The compensation for this role is market competitive with a base salary range of $85,000-$120,000. We intend to offer the selected candidate a base salary within this range, based on non-discriminatory factors including but not limited to skill set, job-related experience, and location. In addition, we offer an annual discretionary incentive bonus and competitive employee benefits including: medical, dental and vision coverage; life, accident and disability insurance. Wolfe also offers paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.

Contact:

Interested Candidates, please fill out this application.