Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
Tailor your resume to this Equity Research Associate-Consumer role.
Rezi rewrites your resume against Wolfe Research's job description. Free.
Tailor your resume to this Equity Research Associate-Consumer role.
Rezi rewrites your resume against Wolfe Research's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Equity Research Associate-Consumer posting at Wolfe Research — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Equity Research Associate-Consumer posting at Wolfe Research — free, in seconds.
About the Role
Wolfe Research is seeking an Associate to join its NY Based Institutional Investor-ranked Consumer Team. The role requires accuracy, attention to detail, and critical thinking, with responsibilities expanding to client communication and creative input as the Associate develops.
Responsibilities
- Assist in all aspects of the franchise including modeling, note writing, and creating differentiated research analyses.
- Communicate with clients and sales/traders.
- Participate in the creative process.
- Draft reports/notes on relevant investment themes, events, and breaking news.
- Work with large data sets in Excel/Access.
- Source and process information independently.
- Build and update financial and valuation models for covered companies.
- Utilize advanced Excel functions including shortcuts, complex logic formulas, reference formulas, graphics/data table integration, formatting, and basic programming.
Requirements
- 2026 December Grad or 1-2 years experience in sell-side research, buy-side, investment banking, public accounting, consulting, or industry experience.
- Bachelor's Degree or higher from an accredited college or university, preferably with a concentration in Finance, Accounting, Math, or Statistics.
- Comfortable working 10+ hour days and some weekends, including travel.
- Advanced understanding of financial modeling, including building and maintaining 3-statement models.
- Fully licensed with Series 7, 63, 86 & 87 preferred or expected to be completed within the first 6 months.
- 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.
Skills
- Strong writing skills
- Strong modeling skills
- Excel proficiency
- PowerPoint proficiency
- Bloomberg and/or FactSet skills
- Advanced Excel (macros, pivot tables, conditional formatting, shortcuts)
- Statistics (regression, variance, covariance, and correlations)
- Financial modeling
- Valuation modeling
- 3-statement modeling
- Tableau or Python experience (plus)
- Series 7, 63, 86 & 87 licenses (preferred)
Location
- NY Based
Work Type
- Full-time
- Onsite
Experience Level
- Associate
- 1-2 years experience
Education Level
- Bachelor's Degree or higher
- CPA (plus)
Salary/Compensations
- $95,000-$115,000
Benefits
- Annual discretionary incentive bonus
- Medical coverage
- Dental coverage
- Vision coverage
- Life insurance
- Accident insurance
- Disability insurance
- Paid time off
- Vacation days
- Sick days/leave
- Paid holidays
- Paid parental leave
About the Company
- Wolfe Research, LLC is a premier independent sell-side research firm committed to best-in-class content and strategic growth.
- Produces objective and distinguished research across covered sectors, delivering services with intense care and specificity to institutional clients.
- Strives for excellence in every facet of business, differentiating through high standards for effort, client service, thoughtfulness, and integrity.
- Provides a home for top-ranked, innovative, and inspired analysts and sales people, with emphasis and resources on mentoring talent.
- Has established a leading reputation for sector and macro research.
- QES product offers leading stock selection models, cutting-edge portfolio analytics and hedging tools, highly ranked ESG product, and back-tested alternative data.
- Analysts were voted #4 on a weighted basis for equity research during 2026 by institutional clients in the Extel (formerly Institutional Investor) All-America Research Poll.
- Committed to providing a home for top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.
- For more information, visit www.wolferesearch.com.
Equal Opportunity
- Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics.
- Strives to be a place where a diverse mix of talented people want to come, to stay and do their best work.
- Prides itself on bringing integrity and objectiveness to its research process.
- Believes diversity of race, gender, sexual orientation, religion, ethnicity, national origin and other characteristics makes the company stronger.