Wolfe Research, LLC · 3 weeks ago
Corporate Access Associate
Wolfe Research, LLC is a premier independent sell-side research firm with a commitment to best-in-class content and ongoing strategic growth. The Corporate Access Associate will support the firm’s Research Analysts and Sales Teams by organizing client events, managing logistics, and ensuring effective communication with clients and internal teams.
Consumer ResearchInformation TechnologyProduct Research
Responsibilities
Coordination and planning around both in-person and virtual Non-Deal Roadshows
Coordination and planning around both in-person and virtual Conferences
Dealing with Corporate IR teams in addition to Wolfe investors
Coordinating with internal sales and analyst teams
Preparing client invites and marketing materials
Preparing spreadsheets to track our growth and performance
Conducting post-event surveys and debriefs to help shape future events
Qualification
Required
Bachelor's Degree or 1-2 years experience in a corporate access or event planning/roadshow related role
An interest in Finance with a high degree of motivation to succeed as an individual and in a team environment
Strong interpersonal and communication skills, both written and oral
Organized and detail-oriented with strong commitment to accuracy, detail and follow-up
Proactively handle regular activities without prompting
Exhibit a high degree of motivation, sense of urgency and professional demeanor
Ability to multi-task and prioritize to complete tasks in a timely manner
Ability to demonstrate strong teamwork to work and work in partnership with all other teams at the firm
Desire to build career and not just find a job
Benefits
Annual discretionary incentive bonus
Medical, dental and vision coverage
Life, accident and disability insurance
Paid time off packages that include vacation
Sick days/leave
Paid holidays
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.
Funding
Current Stage
Growth StageTotal Funding
$4.55M2020-01-07Series Unknown· $4.55M
Leadership Team
Recent News
Stifel Financial Corporation
2025-11-12
2025-11-11
Company data provided by crunchbase