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Associate, Macro Strategy

Research|New York, NY

Wolfe Research is seeking an experienced Associate to join its top-ranked fundamental Macro Research Team. The Associate will assist in analyzing the impact of macroeconomic data, policy actions (fed and fiscal), earnings trends and their impact on the equity market, interest rates, sectors/industries, and portfolio positioning. This role will require long hours to assist in the production of weekly and daily reports and other research requests for clients. The role requires the ability to quickly and accurately analyze large macroeconomic data sets along with fundamental company data so as to synthesize into easy-to-read charts and tables. Other responsibilities include running daily and weekly market update reports, note writing, publishing notes, and helping create differentiated research analyses around macroeconomic themes. Strong analytical, Excel and PowerPoint skills are required, and the associate will need to develop a deep understanding of analysis within Bloomberg. Experience in equity research, investment banking, public accounting, or consulting is highly desirable but not required. As the associate develops, responsibilities will expand to include communicating with clients and sales/traders.



  • 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



  • 1-3 years of experience at a sell-side firm focusing on Macro/Strategy, on the buy-side, investment banking, public accounting, or related industry experience preferred
  • Comfortable working 10+ hour workdays and some weekends
  • Keen interest in the stock market and passion for macroeconomic research
  • Advanced understanding of financial modeling
  • Licensed with Series 7, 63, 86 & 87 is preferred, or required to be completed within the first 12 months on the team
  • 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


Interested candidates, please submit your application here and email your resume to