Equity Research Associate - Medical Devices, Life Science Tools & Diagnostics
Wolfe Research, LLC
Summary
Wolfe Research is seeking a junior Associate to join its team that covers Medical Devices, Life Science Tools & Diagnostics. The team is Institutional-Investor Ranked in Medical Devices. The Associate 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.
Job description
Responsibilities & Professional Experience
- 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
- Draft reports/notes on relevant investment themes, events, and breaking news
- Creative thinker with strong problem-solving skills: working with large data sets in Excel/Access, and ability to source and process information independently
- 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)
- Build and update financial and valuation models for the companies covered
- Use mastery of Excel functions: shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting, and basic programming
Requirements
- Minimum one year of experience working in a similar financial role, either on the buyside or sell-side in the healthcare space, pharmaceutical/life science tools/diagnostics/medical device industry role, a consulting role where clients are pharmaceutical/life science tools/diagnostics/medical device companies, investment banking role, or public accounting role
- Bachelor's Degree or higher from an accredited college or university, concentration in a science related field
- CPA or CFA a plus
- 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
Requirements
- Minimum 1 year of experience in a similar financial role (buyside, sell-side, healthcare industry, consulting, investment banking, or public accounting)
- Bachelor's Degree or higher from an accredited college or university, concentration in a science related field
- CPA or CFA a plus
- Advanced understanding of financial modeling and experience building and maintaining 3-statement models
- Fully licensed with Series 7, 63, 86 & 87 preferred or expected within 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
- Advanced Excel (macros, pivot tables, conditional formatting, shortcuts)
- Statistics knowledge (regression, variance, covariance, correlations)
- Bloomberg and/or FactSet skills helpful
- Interest in biology, chemistry, or medicine preferred
Benefits
- Medical Insurance
- Dental Insurance
- Vision Coverage
- Life Insurance
- Accident Insurance
- Disability Insurance
- Paid Vacation
- Paid Sick Leave
- Paid Holidays
- Paid Parental Leave
- Annual Discretionary Incentive Bonus
Company overview
Wolfe Research, LLC is a premier independent equity research firm founded in 2008 and headquartered in New York City. The company has established itself as a leading scaled independent equity research platform, consistently ranking among the top research firms in prestigious industry polls, including achieving the #6 position in the 2025 Extel All-America Research Poll. Wolfe Research specializes in delivering best-in-class, unconflicted equity research across all major GICS sectors, complemented by portfolio strategy, economics, Washington policy analysis, accounting insights, special situations research, and technical analysis. The firm operates with over 30 analyst teams covering more than 800 companies across 100+ industries, providing institutional clients, financial advisors, and wealth management professionals with rigorous, timely investment insights. Wolfe's award-winning Quantitative, Economics & Strategy (QES) team offers sophisticated investment solutions, data feeds, advanced portfolio analytics, risk-management tools, and thoroughly back-tested alternative data. The company maintains a global presence with operations in New York, London, Madrid, Sydney, Toronto, Boston, Mumbai, San Francisco, Los Angeles, Houston, Chicago, and Miami, positioning itself as a comprehensive research counterparty for institutional investors worldwide.