1 Equity Research Associate- Special Situations/ Event Driven Job in New York, NY

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Equity Research Associate- Special Situations/ Event Driven

Wolfe Research

New York, NY | Full Time

$100k-141k (estimate)

3 Weeks Ago

Equity Research Associate- Special Situations/ Event Driven

Wolfe Research New York, NY

$100k-141k (estimate)

Full Time | Scientific Services 3 Weeks Ago

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Wolfe Research is Hiring an Equity Research Associate- Special Situations/ Event Driven Near New York, NY

Wolfe Research is seeking an experienced associate to join its #1 II-Ranked Accounting & Tax Policy Macro Research Team focusing on Special Situations/Event Driven research. The associate will assist in all facets of this franchise as a generalist analyzing such opportunities as spin-offs, activist situations, asset sales and other value investment strategies. This role requires long hours to assist in the production of weekly and daily comprehensive event driven research reports for clients. The role also requires attention to detail, intellectual curiosity, stock idea generation, working independently, and the ability to succinctly communicate complex situations. Other responsibilities include financial modeling/valuation, note writing, and helping create differentiated research analyses around corporate events. Experience in equity/macroeconomic research, investment banking, public accounting or consulting is highly desirable and preferred.

Qualifications/Responsibilities:

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 quickly and independently
Technical skills: Bloomberg/FactSet, advanced Excel (macros, pivot tables, conditional formatting, short cuts) and Capital IQ
Use mastery of Excel functions: shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, and formatting

Requirements:

Team player who is excited to learn about new companies and make an immediate impact
Passion for event-driven investments and broader macroeconomic research
Comfortable working long hours and weekends
Advanced understanding of financial modeling, with experience building and maintaining three statement models
1-4 years of experience at a sell-side firm researching event driven investments, at a buy-side firm, in an investment banking program, in public accounting, or at a consulting firm
Series 7, 63, 86 and 87 licensed individuals preferred, but also expected to be completed within your first 18 months on the team

Education:

BA required, concentration in economics, accounting, finance, or math preferred
CFA, CPA, and/or MBA desirable

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 $75,000 -$150,000. We intend to offer the selected candidate base pay within this range, based on non-discriminatory factors including but not limited to skill-set, job-related experience, and location.

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 sales people, 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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Scientific Services

SALARY

$100k-141k (estimate)

POST DATE

04/28/2024

EXPIRATION DATE

05/17/2024

WEBSITE

wolferesearch.com

HEADQUARTERS

ASHEVILLE, NC

SIZE

25 - 50

FOUNDED

2008

CEO

STEPHEN WOLFE

REVENUE

$10M - $50M

INDUSTRY

Scientific Services

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About Wolfe Research

Wolfe Research, LLC, is a premier research boutique and affiliated broker dealer with a commitment to best-in-class products and ongoing strategic growth. Our 24 equity research analysts are each well distinguished and highly ranked and produce research that we believe is the most objective and distinguished in their sectors. We deliver our services with care and specificity to each of our institutional clients. We do not try to be all things to all clients, but we do aim to be the best at everything we do. In October 2018, Institutional Investor magazine announced that institutional investors... voted boutique research firm Wolfe Research #11 (by weighting) in the publications prestigious AllAmerica Research Poll. Wolfe Research has now been one of the top 15 ranked firms in the U.S. by Institutional clients for the past seven years. Currently Wolfe covers over 50 sub-sectors through 24 publishing analysts, but we believe that our relatively strong showing in this poll reflects that quality of what we do cover and our commitment to valueadded research. In all its endeavors, Wolfe Research strives for excellence and continuously works to distinguish itself from other Wall Street companies by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. It is our mission to provide PMs, generalists, economists, and analysts alike with offerings that are dynamic, forward-looking, and uniquely valuable. Wolfe Research was founded in April 2008 by Edward Wolfe and is based in New York, New York. For current opportunities, we encourage you to please visit our website's Career page at https://www.wolferesearch.com/s/careers. More
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