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Equity Research Management Associate

4 months ago

New York, United States Wolfe Research Full time

**About the Role**

**Responsibilities**:

- Coordinate and oversee the day-to-day workflow of the Research Coordinator team, including but not limited to onboarding, training, and ongoing mentorship/support
- Liaise between Senior Research Analysts and their teams to develop strategies for workplace efficiency, goal achievement and overall professional development of Associates and Coordinators
- Coordinate new initiations of coverage and monitor current coverage (i.e. both new and current Analyst team launches)
- Deliver compelling and concise information for internal presentations including monthly department meetings and performance review meetings
- Collaborate on internal Institutional Investor campaign strategies
- Organize firmwide daily research meeting agendas
- Collaborate with Compliance, Capital Markets, and Sales & Trading departments to facilitate capital markets activity and develop product ideas
- Serve as primary point of contact for external vendor and aggregator relationships
- Provide analytical and/or administrative support by executing special projects as identified by Research Management as necessary to meet the department’s strategic priorities
- Coordinate research department performance reviews
- Facilitate, execute, and maintain equity product, including but not limited to the Wolfe Alpha List (Best Ideas List)

**Requirements and Qualifications**:

- Bachelor’s Degree with a proven academic record, preferably Business, Economics, Accounting, Statistics and /or Finance concentration
- Strong attention to detail and organizational skills as well as excellent analytical experience, including advanced Microsoft Excel and PowerPoint
- An interest in Finance/Research 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, with strong commitment to accuracy and follow-up
- Proactively handle regular tasks without prompting
- Exhibit a high degree of motivation, sense of urgency and professional demeanor
- Ability to complete tasks in a timely manner in a fast-paced, high-pressure environment
- Ability to develop and maintain constructive relationships and exhibit strong teamwork skills with internal stakeholders across all levels of the organization
- Prior CRM experience preferred

**Wolfe Research**

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.