Wolfe Research, LLC · 2 months ago
Equity Research Coordinator (Sell Side)
New York, NY
Full-time
Onsite
New Grad, Entry Level
$80K/yr - $90K/yrWolfe Research, LLC is a premier independent sell-side research firm committed to best-in-class content and strategic growth. The Research Coordinator role offers the opportunity to support Senior Research Analysts while gaining experience in various aspects of finance, including research, trading, and marketing.
Consumer ResearchInformation TechnologyProduct Research
Responsibilities
Provide support to 2 – 4 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
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
Qualification
Required
Bachelor's Degree with a proven academic record, preferably Business, Economics, Accounting, Statistics and /or Finance concentration
Strong research abilities
Strong interpersonal and communication skills, both written and oral
Skilled within Excel with ability to use pivot tables, VLOOKUP, and basic formulas
Bloomberg and/or FactSet terminal use may be needed for special projects (prior experience not required)
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
Interested in pursuing a career in Equity Research with a high degree of motivation to succeed as an individual and with your team
SIE, Series 7, and Series 63 FINRA exams not required upon hire, but are encouraged after at least 6 months in the role, with approval from supervisor
Benefits
Medical, dental and vision coverage
Life, accident and disability insurance
Paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave
Company
Wolfe Research, LLC
Since Wolfe Research, LLC’s founding in 2008, our mission has been to deliver best-in-class research and service—providing timely, rigorous, and unconflicted insights from the most differentiated, thoughtful and driven Analysts on the Street.
Founded in 2008
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$4.55M2020-01-07Series Unknown· $4.55M
Leadership Team
J
Janine McAllister
Chief Administrative Officer
S
Sandra Pallante
Director and Chief Compliance Officer
Recent News
Stifel Financial Corporation
2025-11-12
2025-11-11
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