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Associate, Autos & Auto Parts

Research|New York, NY

Wolfe Research is seeking an associate/Sr. associate to join its #1 II-Ranked Autos & Auto Parts Team and assist in all facets of the franchise. This role will require long hours to assist in the production of a daily comprehensive report and other research for clients. The role requires accuracy, attention to detail and a great deal of common sense. Other responsibilities include modeling, note writing, and helping create differentiated research analyses. Strong writing, modeling, excel and power point skills required. Experience in equity research, investment banking, public accounting or specific industry knowledge in the Autos/Industrials sectors is highly desirable and preferred. As the associate/VP develops, responsibilities will expand to include communicating with clients and sales/traders, as well as participating in the creative process.

Qualifications/Responsibilities

  • 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 quickly and independently
  • Technical skills: Bloomberg/FactSet, 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

 

Skill Set You Will Develop

  • Financial modeling and valuation
  • In-depth, fundamental knowledge of the Transportation ecosystem, including Autonomous Vehicles, Electric Vehicles and OEMs
  • Public speaking & professional relationships
  • Investment idea generation

Requirements

  • Excited to learn and contribute
  • Team player
  • Passion for equity research and the Autos & Auto Parts sector, in particular
  • Comfortable working investment banking hours
  • Advanced understanding of financial modeling, with experience building and maintaining 3-statement models
  • 2-5 years of experience in sell-side research, buy-side, investment banking program, public accounting, consulting firms or industry experience is highly desirable and preferred
  • Series 7, 63, 86 and 87 licensed individuals preferred, but also expected to be completed within your first 12 months on the team

Education

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

 

Contact

Interested candidates may send a resume and cover letter to the Director of Research, at dor@wolferesearch.com.