Equity Research Coordinator (Sell Side)

About The Role

Wolfe Research is seeking a Research Coordinator who has interest in the world of finance and is looking to gain experience in a corporate, but entrepreneurial setting. This position provides the unique opportunity to learn about the distinctive roles of sales, research, trading, capital markets, marketing, operations, corporate access and accounting. Our firm features some of the top analysts on Wall Street, with large, dominant franchises. This role includes challenging tasks and process ownership that will allow you to showcase product knowledge, problem-solving skills, and creativity in a fast-paced, growing environment, where you can have a huge impact! Wolfe Research is a mentoring shop, promoting professional growth; we provide motivated and high performing candidates opportunities to develop key skills.

Responsibilities

• Provide support to 2 – 3 Senior Research Analysts and teams.
• Daily work within Microsoft Office with hyper focus in Excel, Outlook, & PowerPoint.
• Heavy use of CRM platform Salesforce and additional internal databases.
• Maintain distribution lists and other databases and excel lists.
• Provide data analysis through CRM system to show various metrics (i.e. readership, Analyst allocation analysis).
• Book travel and prepare expense reports, maintain analysts’ calendars, schedule meetings, conference calls and global marketing calendars.
• Assist with planning and execution of firm conferences and other marketing events.
• Maintain a public image for the firm at conferences/events.
• Plan and execute logistics for Analyst events (i.e. group lunches, Analyst access events).
• Coordinate all event related logistics, including catering, audio/visual set-up, providing marketing materials, ground, and air transportation.
• Responsible for phone, video, and webinar coverage, as well as moderating panels & industry
• Act as a liaison between the analyst team and Sales, Corporate Access, Operations, and cross-functional firm stakeholders
• Perform a variety of complex, responsible, and confidential support functions that require a high degree of independent judgment.
• Perform certain research and analysis in different areas of focus.
• Ability to prepare clear, concise, accurate, complete and logical reports; work independently with little direction; establish and maintain effective working relationships with others; meet schedules and timelines; work confidentially with discretion; interpret, apply and explain firm policies and procedures; analyze situations accurately and recommend effective course of action.

Requirements and Qualifications

• Bachelor’s Degree with a proven academic record
• Highly motivated with a strong interest in finance and Equity Research
• Strong interpersonal and communication skills, both written and oral.
• Skilled within Excel with ability to use pivot tables, VLOOKUP, and basic formulas
• Bloomberg and/or FactSet terminal use may be needed for special projects (prior experience not required).
• Organized and detail-oriented with strong commitment to accuracy, detail, and follow-up
• Proactively handle regular activities without prompting, guidance and direction
• Ability to multi-task, problem-solve and prioritize to complete tasks in a timely manner.