Equity Research Coordinator (Sell Side)

Overview

Equity Research Coordinator (Sell Side) at Wolfe Research, LLC. Wolfe Research is seeking a Research Coordinator who has interest in the world of finance and is looking to gain experience in a corporate, but entrepreneurial setting. This position provides the unique opportunity to learn about the distinctive roles of sales, research, trading, capital markets, marketing, operations, and accounting. Our firm features some of the top analysts on Wall Street, with large, dominant franchises. This role includes challenging tasks and process ownership that will allow you to showcase product knowledge, problem-solving skills, and creativity in a fast-paced, growing environment. Wolfe Research is a mentoring shop promoting professional growth; we provide motivated candidates the opportunity to explore a career in Equity Research by providing mentors, group and individual career development sessions, and the opportunity to develop a career as a Research Associate in due time.

Responsibilities

• Provide support to 2 – 4 Senior Research Analysts and teams.
• Daily work within Microsoft Office with hyper focus in Excel, Outlook, and 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.

Requirements and Qualifications

Compensation and Benefits

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 $80,000-90,000. 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 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.

Equal Opportunity Statement

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. We strive to be diverse and inclusive, and we are committed to equality of opportunity in all aspects of employment.

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