Equity Research Associate- REITs

Wolfe Research • New York City, NY

1d • Onsite

About The Position

Wolfe Research is seeking a entry level Associate to join its NY Based Institutional Investor-ranked REITs Team. They will report to the Senior Analyst and will be responsible for assisting in all aspects of the franchise including modeling, note writing, and helping to create differentiated research analyses. As they develop, responsibilities will expand to include communicating with clients and sales/traders, as well as participating in the creative process. The role requires accuracy, attention to detail, and a great deal of critical thinking. Strong writing, modeling, Excel, and PowerPoint skills required. Experience in equity research, investment banking, public accounting, consulting or in the industry is preferred.

Requirements

• 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.
• Strong communication skills: particularly an ability to write efficiently and concisely.
• Technical skills: Bloomberg and/or FactSet skills helpful, advanced Excel (macros, pivot tables, conditional formatting, short cuts), and statistics (regression, variance, covariance, and correlations).
• 2026 Grad or 1 year of experience in sell-side research, on the buy-side, investment banking, public accounting, consulting or industry experience preferred in Real Estate.
• Bachelor's Degree or higher form 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.

Nice To Haves

• MBA, CPA, or CFA a plus.

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.
• 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, dental and vision coverage
• life, accident and disability insurance
• paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.

What This Job Offers

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