Equity Research Associate- Special Situations

3 weeks ago

New York, United States Wolfe Research Full time

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**About Wolfe**

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._

  • Associate- Equity Research, Biotech

    2 weeks ago

    New York, United States Bank of America Corporation Full time

    Job Description: Associate- Equity Research, Biotech The SMid-Cap Biotechnology Equity Research team covers companies spanning three main disease areas of oncology, central nervous system disorders, and rare diseases. The lead analyst is top three ranked in the Institutional Investor vote for the smid biotech category. In 2021 the team has worked on...

  • Associate - U.S. Healthcare Equity Research Analyst

    2 weeks ago

    New York, United States BNP Paribas Full time

    Business Overview: Through our Global Equities platform, BNP Paribas is committed to serving clients with a full suite of investor services from trading to research. With the migration of Deutsche Bank's Global Prime Finance and Electronic Equities businesses as well as the full acquisition of Exane in particular the Research business, BNP Paribas is...

  • Equity Research Associate

    2 weeks ago

    New York, United States JW Michaels & Co. Full time

    Our client, a top performing long/short equities market neutral hedge fund, is currently seeking an Investment Associate to help cover the following subsectors: Energy, E&P. The candidate MUST have at least 3 years of Sell-side research in refiners, large cap services, midstream, Canadian, and large cap international names. No more than 5 years of...

  • Equity Research Associate

    4 days ago

    New York, United States JW Michaels & Co. Full time

    Our client, a top performing long/short equities market neutral hedge fund, is currently seeking an Investment Associate to help cover the following subsectors: Energy, E&P. The candidate MUST have at least 3 years of Sell-side research in refiners, large cap services, midstream, Canadian, and large cap international names. No more than 5 years of...

  • Special Situations Analyst

    7 hours ago

    New York, United States Barclays Full time

    Special Situations Analyst New York This role is regulated by FINRA. As a Barclays Special Situations Analyst, you’ll support Senior Analysts within certain industry verticals. This is a career-track opportunity with the possibility of developing into a revenue-generating Senior Analyst on our team. You will collaborate with internal and external parties...

  • Equity Research Senior Associate

    4 weeks ago

    New York, United States Jefferies Full time

    Position Summary: Jefferies is seeking a senior associate for its Electrical Equipment / Multi-Industry Equity Research team. The candidate will support the team in writing extensive company and industry research, constructing detailed company financial models, and marketing written research recommendations to clients and institutional salespeople. ...

  • Equity Research Intern

    1 month ago

    New York, United States Paradigm Capital Management, Inc. Full time

    Paradigm Capital Management, Inc is currently seeking an Equity Research Intern to join our team in Albany, New York during the Summer of 2024.Who we are:Paradigm Capital Management is a women-led SEC-registered investment adviser specializing in small- and smid-cap investing. With approximately $2B under management, Paradigm employs a disciplined,...

  • Equity Research Analyst

    4 weeks ago

    New York, United States FBR & Co. Full time

    Equity Research Associate-Healthcare Summary of Position An Equity Research Associate in the specialty and biopharmaceutical industries is responsible, under direct supervision, for data collection, financial modeling (building, maintaining, revising) and analysis of news flow that may affect the share prices of coverage companies and key sector peers....

  • Equity Research Associate

    1 month ago

    New York, United States USSA INTERNATIONAL LLC Full time

    Job Summary: We are seeking a highly skilled individual with responsible for analyzing and researching public market securities and investment opportunities outside of the MENA region. The role involves monitoring markets, preparing research reports, and generating investment ideas.Responsibilities: Analysis and research of public market securities and...

  • Equity Research Associate

    4 weeks ago

    New York, United States USSA INTERNATIONAL LLC Full time

    Job Summary: We are seeking a highly skilled individual with responsible for analyzing and researching public market securities and investment opportunities outside of the MENA region. The role involves monitoring markets, preparing research reports, and generating investment ideas.Responsibilities: Analysis and research of public market securities and...

  • Equity Research Associate, Internet Sector

    3 days ago

    New York, United States Canaccord Genuity Group Inc. Full time

    OverviewWe are seeking an Equity Research Associate to join our Internet research team, which is led by two senior analysts with over 45 years of combined research experience. The team works hard, takes great pride in doing thoughtful work on behalf of our clients, and has a strong track record of developing associates for career advancement. This role will...

  • Equity Research Associate, Internet Sector

    3 days ago

    New York, United States Canaccord Genuity Group Inc. Full time

    OverviewWe are seeking an Equity Research Associate to join our Internet research team, which is led by two senior analysts with over 45 years of combined research experience. The team works hard, takes great pride in doing thoughtful work on behalf of our clients, and has a strong track record of developing associates for career advancement. This role will...

  • Equity Research Associate, Internet Sector

    3 days ago

    New York, United States Canaccord Genuity Group Inc. Full time

    OverviewWe are seeking an Equity Research Associate to join our Internet research team, which is led by two senior analysts with over 45 years of combined research experience. The team works hard, takes great pride in doing thoughtful work on behalf of our clients, and has a strong track record of developing associates for career advancement. This role will...

  • Equity Research Associate/ VP

    6 days ago

    New York, New York, United States Bank of America Full time

    Job Description:The US Oil and Gas Equity Research team covers the US Integrated Oil and Refiner subsectors. The companies in these subsectors are complex and require the capacity to understand multinational trends, different fiscal regimes and sensitivities to a wide range of commodity environments to gauge equity performance. The team is looking for...

  • Equity Research Associate, Health Care

    1 month ago

    New York, United States TD Bank Full time

    Work Location: New York, New York Hours: 40 Pay Details: $125,000 - $175,000 USD Line of Business: TD Securities **Job Description**: Job Overview TD Cowen, a division of TD Securities, is looking for an Equity Research Associate to join its Healthcare, Biotechnology team in New York. Equity research analysts follow the progress of public biotechnology...

  • Equity Research Analyst/ Associate- Life Science

    2 weeks ago

    New York, United States The Bank of America Corporation Full time

    The Life Sciences & Diagnostic Tools Equity Research team currently covers ~40 listed companies spanning the life sciences tools (analytical and laboratory instruments), diagnostics, biopharma services (contract research and contract manufacturing), Research Analyst, Diagnostic, Science, Equity, Research, Associate, Banking

  • Summer Operating Associate

    4 weeks ago

    New York, United States Craft Equity Full time

    Company DescriptionCraft Equity is a unique investment firm that represents a radical departure from private equity and traditional business acquisition. We make long-term controlling investments and utilize our diverse industry experience to acquire, manage, and grow established businesses. Our flexible succession plans allow business owners to exit their...

  • Summer Operating Associate

    4 weeks ago

    New York, United States Craft Equity Full time

    Company DescriptionCraft Equity is a unique investment firm that represents a radical departure from private equity and traditional business acquisition. We make long-term controlling investments and utilize our diverse industry experience to acquire, manage, and grow established businesses. Our flexible succession plans allow business owners to exit their...

  • Summer Operating Associate

    4 weeks ago

    New York, United States Craft Equity Full time

    Company DescriptionCraft Equity is a unique investment firm that represents a radical departure from private equity and traditional business acquisition. We make long-term controlling investments and utilize our diverse industry experience to acquire, manage, and grow established businesses. Our flexible succession plans allow business owners to exit their...

  • Equity Research Analyst

    4 weeks ago

    New York, United States EF Hutton Full time

    **The Company**: **Salary Pay Range**:$110,000-$125,000 annually (plus a discretionary annual bonus in late February/early March) **Position Summary**: **We are actively seeking an accomplished Sellside Equity Research Analyst.** The Equity Research Analyst will serve as a Generalist covering and evaluating companies across assigned sectors (healthcare,...