Wolfe Research is seeking an Associate/Vice President to join the Life Science & Diagnostic Tools Team and assist in all facets of the franchise. The Associate/VP will report to the Senior Analyst and will be responsible for assisting in all aspects of the franchise including modeling, note writing, and helping to create differentiated research analyses. Responsibilities will expand to include communicating with clients and sales/traders, as well as participating in the creative process. The role requires accuracy, attention to detail, and a great deal of critical thinking. Strong writing, modeling, Excel, and PowerPoint skills required. Experience in equity research, investment banking, public accounting, consulting, or in the Insurance industry is preferred.
Responsibilities & Professional Experience: 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, shortcuts), 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: Min 3-5 years of experience required in sell-side research (preferably on a Life Sciences team), on the buy-side, investment banking, public accounting, consulting, or industry experience preferred.Bachelor's Degree with concentration in Finance, Accounting, Math, or Statistics 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 preferred or expected to be completed within the first 12 months.Excellent written and verbal communication skills.Eager to work in a fast-paced environment both independently and collaboratively.MBA, CPA, or CFA a plus.At Wolfe Research we feel passionately about equal pay for equal work and pay transparency is an integral practice for that. The compensation for this role is market competitive with a base salary range of $100,000-$175,000. We intend to offer the selected candidate a base salary within this range, based on non-discriminatory factors including but not limited to skill set, job-related experience, and location. In addition, we offer an annual discretionary incentive bonus and competitive employee benefits including: medical, dental and vision coverage; life, accident and disability insurance. Wolfe also offers paid time off packages that include vacation, sick days/leave, paid holidays, and paid parental leave. About Wolfe Wolfe Research, LLC was founded in 2008 as a premier equity research firm with a commitment to best-in-class products and service. Wolfe Research was voted #6 on both a weighted and unweighted basis for equity research during 2023 by institutional clients in the prestigious Institutional Investor All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers. We are committed to acquiring top-ranked Analysts (28 and counting) across all industry sectors. In addition, Wolfe is a mentoring shop dedicated to developing talent from within all levels of the firm. For more information about Wolfe Research, please visit us at: www.wolferesearch.com.
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 salespeople, and places significant emphasis and resources on mentoring talent.
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.
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