Equity Sales Assistant
Wolfe Research, LLC
Summary
Wolfe Research is seeking a motivated Sales Assistant to join one of our NY-based Sales Teams. The Sales Assistant role is a great opportunity for a strong candidate with a personality that lends itself to Sales and possesses a genuine interest in financial markets. This role will have the unique opportunity for mentorship with eventual progression into a Sales Associate role.
Job description
Responsibilities
- Support to Senior Sales Team
- Maintaining the client CRM, including extracting client resource utilization to ensure proper monetization
- Help identify revenue generating opportunities
- Continually ensure proper and efficient distribution of research
- Assist with client requests and needs
- Participate in ad hoc group projects to help improve the operations of the greater sales team
- Create client presentations using Excel & PowerPoint
- Provide organizational support for client and industry events
Requirements
- Bachelor's Degree from an accredited College/University with a strong academic track record
- Organizational skills and strong attention to detail
- General interest in financial markets with a familiarity of equity markets and the institutional equities marketplace
- Self-starter with the ability to work both autonomously and collaboratively
Requirements
- Bachelor's Degree from an accredited College/University with a strong academic track record
- Organizational skills and strong attention to detail
- General interest in financial markets with a familiarity of equity markets and the institutional equities marketplace
- Self-starter with the ability to work both autonomously and collaboratively
Benefits
- Medical, Dental & Vision
- 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.