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Associate, Electrical Equipment & Multi-Industry (Industrials)

Research|New York, NY

Wolfe Research is seeking an Electrical Equipment & Multi-Industry (Industrials) Research Associate to join its Midtown New York based team. Wolfe is a premier research firm with a commitment to best-in-class content and ongoing strategic growth. Our firm is built around the mission of research and excellence. In the most recent Institutional Investor poll, Wolfe Research was ranked #5 overall on a weighted basis.

 

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 independently
  • Strong communication skills: particularly an ability to write efficiently and concisely
  • 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

Requirements

  • Mandatory 1-3 years of experience in sell-side research (preferably on an Industrials Team), on the buy-side, investment banking, public accounting, consulting or industry experience preferred
  • Comfortable working 10+ hour workdays and some weekends
  • Advanced understanding of financial modeling, experience building and maintaining 3-statement models
  • Fully licensed with Series 7, 63, 86 & 87
  • Excellent written and verbal communication skills
  • Eager to work in a fast-paced environment both independently and collaboratively Bachelor’s Degree or higher form an accredited college or university, concentration in Finance, Accounting, Math, or Statistics preferred
  • MBA, CPA, or CFA a plus
  • Demonstrated academic ability with a minimum 3.5 GPA

Contact

Interested candidates, please submit your application here and send your resume and cover letter to dor@wolferesearch.com.