Associate Product Management Equity Research

1 day ago


New York, New York, United States Wolfe Research Full time
Job Title: Associate Product Management Equity Research

Wolfe Research is seeking an Associate to work alongside the Operations and IT teams to migrate and support internal SaaS systems. The role will focus on the build and implementation of a new Salesforce-based system, followed by a hybrid of new projects and existing system product management.

Key Responsibilities:
  • Work with business end users to gather and document requirements for new systems and/or system updates.
  • Collaborate with the Development, IT & Product Management teams to design, implement, test & roll out applications.
  • Manage deliverables and timelines for relevant projects.
  • Manage testing process for relevant systems throughout continuous upgrade lifecycle.
  • Assist in the creation and management of system related documentation.
  • Design and maintain application training plans for business end users.
  • Monitor system performance, identify issues, and implement solutions to improve reliability and performance.
  • Ensure security best practices are implemented and maintained across relevant systems.
Requirements & Qualifications:
  • 3-5 years of experience in software system implementation & management.
  • Experience building and managing Salesforce systems (Data model creation & management, administration, flows).
  • Experience with system integration design and implementation.
  • Experience with API design and management.
  • Data cleaning, translation and management experience.
  • Advanced proficiency in Excel.
  • Experience with end user requirement gathering and training.
  • Excellent problem-solving skills and the ability to troubleshoot complex issues.
  • Strong communication skills, with the ability to effectively convey technical concepts to both technical and non-technical stakeholders.
  • Background in Financial Services.
  • Salesforce Certified Administrator or Salesforce Business Analyst / other consultant certification.
Additional Experience:
  • Knowledge of database management systems, including SQL and NoSQL databases.
  • Experience working on a hybrid team with a 3-day in-office requirement.


  • New York, New York, United States Wolfe Research Full time

    Job Title: Associate Product Management Equity Research SpecialistWolfe Research is seeking an experienced Associate to join our Operations and IT team. As a key member of our team, you will be responsible for migrating and supporting internal SaaS systems, with a primary focus on building and implementing a new Salesforce-based system.Key...


  • New York, New York, United States Spartan Research, Inc. Full time

    About the RoleWe are seeking a highly motivated and self-driven Associate to join our Institutional Equity Research Sales team at Spartan Research, Inc. As a key member of our team, you will be responsible for generating new business, building relationships with institutional investors, and presenting and selling equity research to drive growth and...


  • New York, New York, United States Wolfe Research Full time

    Biopharmaceuticals Equity Research OpportunityWolfe Research is seeking a highly skilled Biopharmaceuticals Equity Research Senior Associate or Junior Vice President to join its team in NYC.About Wolfe ResearchWolfe Research is a premier equity research firm founded in 2008, committed to delivering best-in-class products and services.We were voted #6 on both...


  • New York, New York, United States Wolfe Research Full time

    Biopharmaceuticals Equity Research OpportunityWolfe Research is seeking a highly skilled Biopharmaceuticals Equity Research Senior Associate or Junior Vice President to join its team in NYC. As a leading equity research firm, we pride ourselves on delivering best-in-class products and services to our clients. Our team has been recognized for excellence in...


  • New York, New York, United States Mizuho Bank Ltd Full time

    Job Title: Equity Research AssociateWe are seeking a highly motivated and detail-oriented Equity Research Associate to join our team at Mizuho Bank Ltd. The successful candidate will support our Senior Analyst in covering US and Asia Internet Companies.Key Responsibilities:Conduct industry research and analysis to identify trends and opportunities in the...


  • New York, New York, United States Piper Sandler & Co. Full time

    Equity Research Associate Job DescriptionPiper Sandler & Co. is seeking a highly motivated and detail-oriented Equity Research Associate to join our Pharmaceuticals team in New York.Responsibilities:Conduct extensive company and industry research in partnership with senior analysts.Create financial models and valuation analyses, and write company reports,...


  • New York, New York, United States Truist Inc Full time

    Job DescriptionWe are seeking a highly skilled Equity Research Associate to join our team at Truist Inc. The successful candidate will be responsible for creating and publishing proprietary equity research content in the restaurant industry.Key ResponsibilitiesConduct in-depth research on restaurant companies, including financial analysis and industry...


  • New York, New York, United States FBR & Co. Full time

    {"title": "Equity Research Associate - Biopharmaceuticals", "description": "Job SummaryWe are seeking an Equity Research Associate to support our team of senior analysts in the biopharmaceutical industry. The successful candidate will be responsible for data collection, financial modeling, and analysis of news flow that may affect the share prices of...

  • Research Associate

    3 days ago


    New York, New York, United States Oppenheimer & Co. Full time

    Research Associate - Biotechnology Equity ResearchOppenheimer & Co. Inc. is seeking a Research Associate to join our Biotechnology equity research team in New York City. As a Research Associate, you will work directly with the Senior Research Analyst on various aspects of the research process, including building and maintaining financial models, performing...


  • New York, New York, United States Voya Financial Full time

    About the OpportunityVoya Financial is seeking an Equity Research Associate to join its Fundamental Equity investment team. This role is a part of our Entry Level Analyst Program, designed to develop the careers of entry-level employees and provide hands-on experience and formal development and training.This Entry-Level role will support the investment team...


  • New York, New York, United States Jefferies Full time

    Job Title: Equity Research Business AssociateWe are seeking a highly motivated and detail-oriented Equity Research Business Associate to join our team at Jefferies. As a key member of our Aerospace and Defense (A&D) and Airlines Equity Research team, you will be responsible for supporting the development of research reports, managing corporate access events,...


  • New York, New York, United States Jefferies Full time

    Job Title: Equity Research Business AssociateWe are seeking a highly motivated and detail-oriented Equity Research Business Associate to join our team at Jefferies. As a key member of our Aerospace and Defense (A&D) and Airlines Equity Research team, you will be responsible for supporting our analysts in their research efforts, including organizing corporate...


  • New York, New York, United States D.A. Davidson Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Equity Research Associate to join our team at D.A. Davidson. As a key member of our research team, you will be responsible for supporting our Research Analysts in making bold calls and producing actionable research for our institutional clients.Key ResponsibilitiesConduct in-depth research...


  • New York, New York, United States Soros Fund Management Full time

    {"title": "Research Analyst", "description": "Job SummarySoros Fund Management LLC is seeking a highly skilled Research Analyst to join its internal investment team. The successful candidate will be responsible for conducting in-depth research and analysis on public equity markets, with a focus on industrials, materials, and consumer discretionary...


  • New York, New York, United States Citigroup Inc Full time

    Job SummaryWe are seeking a highly skilled Equity Research Senior Associate to join our team at Citigroup Inc. This is a senior-level role that requires a deep understanding of equity research and a strong analytical mindset.Key ResponsibilitiesAssist in the development of high-quality equity research reports and presentationsConduct in-depth analysis of...


  • New York, New York, United States Truist Full time

    Job Title: Equity Research Associate - FintechTruist is seeking a highly motivated and detail-oriented Equity Research Associate to join our team in the Fintech industry. As an Equity Research Associate, you will be responsible for conducting research and analysis on various financial instruments, including stocks, bonds, and derivatives.Key...

  • Research Associate

    1 day ago


    New York, New York, United States Wolfe Research Full time

    Research Associate OpportunityWe are seeking a highly motivated and detail-oriented Research Associate to join our team at Wolfe Research. As a Research Associate, you will assist in all aspects of the franchise, including modeling, note writing, and creating differentiated research analyses.Responsibilities will include:Assisting in the development of...


  • New York, New York, United States Citigroup Inc Full time

    Job SummaryWe are seeking a highly skilled Equity Research Senior Associate to join our team at Citigroup Inc. This is a seasoned professional role that requires in-depth disciplinary knowledge and expertise in equity research.Key ResponsibilitiesConduct in-depth research and analysis on various equity markets and companies.Develop and maintain complex...


  • New York, New York, United States Voya Financial Full time

    About the OpportunityVoya Financial is seeking an Equity Research Associate to join its Fundamental Equity investment team. This role is a part of our Voya Investment Management (Voya IM) Entry Level Analyst Program, designed to develop the careers of entry-level employees and provide hands-on experience and formal development and training.Key...


  • New York, New York, United States RBC Capital Markets, LLC Full time

    Job SummaryRBC Capital Markets, a premier global investment bank, is seeking a highly skilled Global Markets Associate to join our Equity Research team. As a key member of our team, you will be responsible for providing exceptional support to our analysts and associates, contributing to the development of research content, and maintaining complex financial...