Equity Research Associate-Consumer

Wolfe Research•New York City, NY

21h

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 assist across the research franchise, including financial modeling, writing research notes, and developing differentiated analyses. As the Associate develops, the role will expand to include communicating with clients and sales and trading teams and participating in the creative research process. The position requires accuracy, attention to detail, critical thinking, strong writing and modeling abilities, and proficiency with Excel and PowerPoint. The Associate will work in a fast-paced, time-sensitive environment, handling multiple priorities and deadlines, and may travel to stores around the United States. Wolfe Research describes itself as an independent sell-side research firm focused on objective research, institutional client service, and mentoring its analysts and sales professionals.

Requirements

Bachelor’s degree or higher from an accredited college or university.
Minimum 3.5 GPA.
Strong writing, financial modeling, Excel, and PowerPoint skills.
Advanced understanding of financial modeling and experience building and maintaining three-statement models.
Advanced Excel skills, including macros, pivot tables, conditional formatting, shortcuts, complex logic and reference formulas, and integrating graphics and data tables; basic programming ability.
Knowledge of statistical concepts including regression, variance, covariance, and correlations.
Excellent written and verbal communication skills, including the ability to write efficiently and concisely.
Strong critical thinking, problem-solving, organizational, and client-service skills; ability to work independently and collaboratively in a fast-paced environment.
Ability to generate ideas, handle large data sets, source and process information independently, manage multiple priorities, and meet deadlines.
Comfort working 10+ hour days and some weekends.
Must enjoy following the stock market and developing industry themes.
Target candidate is a December 2026 graduate or has 1–2 years of experience.
Series 7, 63, 86, and 87 licenses, or expected completion within the first six months.

Nice To Haves

Concentration in Finance, Accounting, Math, or Statistics.
Experience in sell-side research, buy-side research, investment banking, public accounting, consulting, or industry.
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 developing differentiated research analyses.
Draft reports and notes on relevant investment themes, events, and breaking news.
Build and update financial and valuation models for covered companies, including three-statement models.
Work with large data sets in Excel and Access, and independently source and process information.
As experience develops, communicate with clients and sales and trading teams and participate in the creative process.
Balance multiple priorities, meet deadlines, and collaborate effectively in a time-sensitive environment.
Follow the stock market and develop industry themes.
Travel to stores around the United States as needed.