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About the Role
Wolfe Research is seeking a Research Coordinator interested in finance to gain experience in a corporate, entrepreneurial setting. This role offers the opportunity to learn about sales, research, trading, capital markets, marketing, operations, corporate access, and accounting. The position involves challenging tasks and process ownership, allowing for the demonstration of product knowledge, problem-solving skills, and creativity in a fast-paced, growing environment. Wolfe Research is a mentoring organization that promotes professional growth and provides opportunities to develop key skills.
Responsibilities
- Provide support to 2 – 3 Senior Research Analysts and teams.
- Daily work within Microsoft Office with hyper focus in Excel, Outlook, & PowerPoint.
- Heavy use of CRM platform Salesforce and additional internal databases.
- Maintain distribution lists and other databases and excel lists.
- Provide data analysis through CRM system to show various metrics (i.e. readership, Analyst allocation analysis).
- Book travel and prepare expense reports, maintain analysts’ calendars, schedule meetings, conference calls and global marketing calendars.
- Assist with planning and execution of firm conferences and other marketing events.
- Maintain a public image for the firm at conferences/events.
- Plan and execute logistics for Analyst events (i.e. group lunches, Analyst access events).
- Coordinate all event related logistics, including catering, audio/visual set-up, providing marketing materials, ground, and air transportation.
- Responsible for phone, video, and webinar coverage, as well as moderating panels & industry.
- Act as a liaison between the analyst team and Sales, Corporate Access, Operations, and cross-functional firm stakeholders.
- Perform a variety of complex, responsible, and confidential support functions that require a high degree of independent judgment.
- Perform certain research and analysis in different areas of focus.
- Ability to prepare clear, concise, accurate, complete and logical reports; work independently with little direction; establish and maintain effective working relationships with others; meet schedules and timelines; work confidentially with discretion; interpret, apply and explain firm policies and procedures; analyze situations accurately and recommend effective course of action.
Requirements
- Bachelor’s Degree with a proven academic record
- Highly motivated with a strong interest in finance and Equity Research
- Strong interpersonal and communication skills, both written and oral.
- Skilled within Excel with ability to use pivot tables, VLOOKUP, and basic formulas
- Organized and detail-oriented with strong commitment to accuracy, detail, and follow-up
- Proactively handle regular activities without prompting, guidance and direction
- Ability to multi-task, problem-solve and prioritize to complete tasks in a timely manner.
Skills
- Microsoft Office
- Excel
- Outlook
- PowerPoint
- Salesforce
- CRM
- Data analysis
- Bloomberg terminal use
- FactSet terminal use
Location
- New York, NY
Work Type
- Full-time
Experience Level
- Entry-level
Education Level
- Bachelor's Degree
Salary/Compensations
- $80,000-$90,000
Benefits
- Annual discretionary incentive bonus
- Medical coverage
- Dental coverage
- Vision coverage
- Life insurance
- Accident insurance
- Disability insurance
- Paid time off
- Vacation
- Sick days/leave
- Paid holidays
- Paid parental leave
About the Company
- Wolfe Research, LLC is a premier independent sell-side research firm with a commitment to best-in-class content and ongoing strategic growth.
- We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients.
- We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity.
- Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.
- The firm has established a leading reputation for sector and macro research.
- Our QES product provides leading stock selection models, cutting edge portfolio analytics and hedging tools, highly ranked ESG product, and back-tested alternative data.
- Wolfe Research’s analysts were voted #4 on a weighted basis for equity research during 2026 by institutional clients in the prestigious “Extel” (formerly Institutional Investor) All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers.
- We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity.
- Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.
- For more information about Wolfe Research, please visit us at: 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.
- At Wolfe Research, we strive to be the place where a diverse mix of talented people want to come, to stay and do their best work.
- We pride ourselves on bringing integrity and objectiveness to our research process and we know our company’s biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees.
- We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.