Equity Research Associate-Consumer

Wolfe Research • New York, NY

10d • $95,000 - $115,000

About The Position

Wolfe Research is seeking an Associate to join its New York-based, institutional-investor-ranked Consumer Team. Reporting to the Senior Analyst, the Associate will support all aspects of the research franchise, including financial modeling, writing notes, and developing differentiated research analyses. As the Associate develops, responsibilities will expand to include communicating with clients and sales and trading professionals and participating in the research team’s creative process. The role calls for accuracy, attention to detail, critical thinking, strong writing and modeling skills, and proficiency in Excel and PowerPoint. Relevant experience in equity research, investment banking, public accounting, consulting, or industry is preferred.

The Associate will help generate research ideas, draft reports and notes on investment themes, events, and breaking news, and independently source and process information. The work includes analyzing large datasets, building and updating financial and valuation models, and applying advanced Excel functions and statistical methods. The position requires working effectively in a time-sensitive environment, balancing priorities, meeting deadlines, and communicating clearly and concisely.

The role is based in New York. Candidates should be comfortable working 10+ hour days and some weekends, including travel to stores around the United States. Compensation includes a base salary range of $95,000–$115,000, an annual discretionary incentive bonus, and employee benefits.

Requirements

• A December 2026 graduate or 1–2 years of experience in sell-side research, buy-side research, investment banking, public accounting, consulting, or industry; relevant experience is preferred.
• Bachelor’s degree or higher from an accredited college or university.
• Minimum 3.5 GPA.
• Advanced understanding of financial modeling and experience building and maintaining three-statement models.
• Strong writing, modeling, Excel, PowerPoint, and communication skills.
• Advanced Excel skills, including macros, pivot tables, conditional formatting, shortcuts, complex logic and reference formulas, and integrating graphics and data tables.
• Knowledge of statistics, including regression, variance, covariance, and correlations.
• Ability to generate ideas, think critically, solve problems, work independently and collaboratively, and manage multiple priorities and deadlines.
• Comfort with working 10+ hour days and some weekends, including travel to stores around the United States.
• Fully licensed with Series 7, 63, 86, and 87, or expected to complete these within the first six months.
• Enjoy following the stock market and developing industry themes.

Nice To Haves

• Concentration in Finance, Accounting, Math, or Statistics.
• Bloomberg and/or FactSet skills.
• Tableau or Python experience.
• CPA.

Responsibilities

• Assist the Senior Analyst with all aspects of the Consumer research franchise, including modeling, note writing, and differentiated research analysis.
• Help generate investment ideas and contribute to the research team’s creative process.
• Draft reports and notes on relevant investment themes, events, and breaking news.
• Build and maintain financial and valuation models for covered companies, including three-statement models.
• Work with large datasets in Excel and Access and independently source and process information.
• As experience develops, communicate with clients and sales and trading professionals.
• Balance multiple priorities, meet deadlines, and work effectively in a time-sensitive environment.

Benefits

• Annual discretionary incentive bonus.
• Medical, dental, and vision coverage.
• Life, accident, and disability insurance.
• Paid time off, including vacation, sick days/leave, and paid holidays.
• Paid parental leave.

What This Job Offers

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