Job summary
Job post source
This job is directly from Wolfe Research, LLC
Job overview
The Equity Research Senior Associate-Insurance at Wolfe Research supports the Insurance team by assisting in research analysis, modeling, and report writing to contribute to investment insights and client service.
Responsibilities and impact
The role involves creating financial models, drafting research notes, communicating with corporates and clients, analyzing large data sets, and using advanced Excel and financial tools to support investment themes and decisions.
Compensation and benefits
The position offers a base salary range of $110,000-$150,000 with an annual discretionary bonus, comprehensive medical, dental, vision, life, accident, and disability insurance, plus paid time off including vacation, sick leave, holidays, and parental leave.
Experience and skills
Candidates should have 2-4 years of relevant experience in sell-side research or related fields, strong financial modeling skills, proficiency in Excel and Bloomberg/FactSet, and preferably hold or be working towards Series 7, 63, 86 & 87 licenses; advanced degrees and certifications like MBA, CPA, or CFA are a plus.
Career development
Wolfe Research emphasizes mentoring talent and offers opportunities for growth within a top-ranked, innovative research environment focused on excellence and client service.
Work environment and culture
The company values diversity, integrity, collaboration, and a fast-paced environment, promoting equal pay, pay transparency, and a supportive, inclusive workplace.
Company information
Wolfe Research is an independent sell-side research firm known for objective, high-quality sector and macro research, ranked highly by institutional clients and focused on strategic growth and innovation.
Team overview
The candidate will join the NY-based Insurance team, working closely with the Senior Analyst and other team members in a collaborative and client-focused setting.
Job location and travel
The position is based in New York with expectations for long work hours including some weekends, reflecting a demanding but rewarding work environment.
Unique job features
The role offers exposure to cutting-edge research tools, a highly ranked ESG product, and a leading stock selection model, distinguishing it within the equity research field.
Company overview
Wolfe Research, LLC is an independent equity research firm that provides in-depth, fundamental research and analysis on various sectors, including transportation, utilities, and energy. The company generates revenue through subscription fees for its research reports and advisory services, catering primarily to institutional investors. Founded in 2008 by Ed Wolfe, the firm has gained a reputation for its rigorous and innovative approach to research, consistently ranking highly in industry surveys. Wolfe Research is known for its commitment to providing unbiased, high-quality insights to help clients make informed investment decisions.
How to land this job
Tailor your resume to emphasize your experience in equity research or related fields such as investment banking, actuarial, or consulting, highlighting any exposure to the insurance sector to align with Wolfe Research's Insurance team focus.
Highlight your advanced financial modeling skills, especially in building and maintaining 3-statement models, and your proficiency with Excel functions like macros, pivot tables, and complex formulas, as these are key for the Senior Associate role.
Apply through multiple channels including Wolfe Research's official corporate careers page and LinkedIn to maximize your application’s reach and visibility to recruiters.
Connect with current employees in Wolfe Research’s Insurance or Institutional Investor divisions on LinkedIn, using ice breakers such as commenting on recent research reports they published or asking about their experience working on the insurance franchise to build rapport.
Optimize your resume for ATS by incorporating keywords from the job description such as 'equity research,' 'financial modeling,' 'insurance sector,' 'Excel macros,' 'Bloomberg,' and 'client communication' to ensure it passes automated screenings.
Use Jennie Johnson's Power Apply feature to automate submitting tailored applications across multiple platforms, identify and connect with relevant Wolfe Research employees on LinkedIn, and optimize your resume for ATS, saving you valuable time to focus on interview preparation and networking.
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