Equity Research Associate- Oil & Gas

Wolfe Research • New York City, NY

3d • Hybrid

About The Position

Wolfe Research is seeking an Associate to join its Institutional Investor-ranked Integrated Oil & Gas Exploration Team in either New York or Houston. The role requires accuracy, attention to detail, and a great deal of critical thinking. Strong writing, modeling, Excel, and PowerPoint skills are required. As the Associate develops, responsibilities will expand to include communicating with clients and sales/traders, as well as participating in the creative process.

Requirements

• 2026 Grad or 1-2 years of experience in sell-side research (preferably on an Energy/Oil & Gas team), on the buy-side, investment banking, public accounting, consulting or Oil & Gas industry experience.
• Bachelor's Degree or higher from an accredited college or university, concentration in Finance, Accounting, Math, or Statistics preferred.
• Advanced understanding of financial modeling, experience building and maintaining 3-statement models.
• Fully licensed with Series 7, 63, 86 & 87 preferred or expected to be completed within the first 6 months.
• Excellent written and verbal communication skills.
• Must enjoy following the stock market and developing industry themes.
• Eager to work in a fast-paced environment both independently and collaboratively.
• Demonstrated academic ability with a minimum 3.5 GPA.
• Comfortable working 10+ hour workdays and some weekends.
• Strong writing, modeling, Excel, and PowerPoint skills.
• Accuracy, attention to detail, and critical thinking.
• Strong organizational skills.
• Client service minded.

Nice To Haves

• MBA, CPA, or CFA a plus.
• Bloomberg and/or FactSet skills helpful.
• Advanced Excel (macros, pivot tables, conditional formatting, short cuts), and statistics (regression, variance, covariance, and correlations).

Responsibilities

• Assisting in all aspects of the franchise including modeling, note writing, and helping to create differentiated research analyses.
• Communicating with clients and sales/traders.
• Participating in the creative process.
• Generating ideas.
• Working closely and communicating effectively in a time-sensitive environment.
• Balancing multiple priorities and meeting deadlines.
• Drafting reports/notes on relevant investment themes, events, and breaking news.
• Working with large data sets in Excel/Access, and ability to source and process information independently.
• Building and updating financial and valuation models for the companies covered.
• Using mastery of Excel functions: shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting, and basic programming.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Life insurance
• Accident insurance
• Disability insurance
• Paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.
• Annual discretionary incentive bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level