About the Role:

Wolfe Research, LLC is a premier independent sell-side research firm with a commitment to best-in-class content and ongoing strategic growth. We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.

Wolfe Research is seeking a motivated and data-driven entry level Assistant to join our Operations team. The associate will be responsible for data management, reporting and automation across all departments at Wolfe. This role will initially focus on the administration, monitoring, integration, and process management for data across the company in all business units. As the candidate is able to take on more, responsibilities will evolve to include Data Engineering work including assistance in building data pipelines, data integration between systems, and documentation and feedback into schemas, lineage and catalogs.

• This role is Hybrid – 3 days onsite (Tues-Wed-Thurs)

Responsibilities:

• Management of data administration for complex and/or sensitive data
• Data monitoring setup to ensure and enforce data management processes
• Work together with other Operations members to operationalize and automate data processes
• Work closely with business stakeholders like Finance, Research, Compliance, Sales & Management to generate business insights that empower decision making
• Input into systems integrations as it relates to data transfer and governance (working with Product Management and Development)
• Perform ad-hoc analysis and reporting, and partner with other team members to operationalize repeated reporting and analyses
• Contribute to machine learning initiatives within Operations as business needs evolve
• Be a data mentor to business stakeholders – educate them on data available to them, how best to utilize that data, and how to level up their data and reporting skills for basic and repeatable use cases.
• Help best practice one team’s efficient use of data to other team’s across the firm.

Requirements and Qualifications:

• Relevant coursework, 0-2 years of data analysis experience
• Demonstrated logic-based thought process
• Experience with collecting, organizing, and querying large complex data sets
• Advanced in Excel
• SQL advanced experience
• Experience with reporting tools such as Power BI, Qlik, Tableau etc
• Experience in Power Automate
• Knowledge of data governance frameworks
• Basic knowledge and usage of version control systems/tools such as Github
• Use of Python coding libraries preferred, basic python knowledge required
• Background in LLM/NLP, machine learning, and/or AI is a plus

Desired Soft Skills

• Proactive mindset with the ability to take initiative and anticipate challenges.
• Strong work ethic, reliability, and accountability for deliverables.
• Ability to balance quality and speed in a fast-paced environment.
• Commitment to team success, including production support responsibilities.
• Adhere to the best practices of the Operations Department.

At Wolfe Research we feel passionately about equal pay for equal work and pay transparency is an integral practice for that. The compensation for this role is market competitive with a base salary range of $90,000-$115,000. We intend to offer the selected candidate a base salary within this range, based on non-discriminatory factors including but not limited to skill set, job-related experience, and location. In addition, we offer an annual discretionary incentive bonus and competitive employee benefits including: medical, dental and vision coverage; life, accident and disability insurance. Wolfe also offers paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.

About Wolfe

Wolfe Research, LLC is a premier independent sell-side research firm with a commitment to best-in-class content and ongoing strategic growth. We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.

The firm has established a leading reputation for sector and macro research. Our QES product provides leading stock selection models, cutting edge portfolio analytics and hedging tools, highly ranked ESG product, and back-tested alternative data. Wolfe Research’s analysts were voted #6 on a weighted basis for equity research during 2024 by institutional clients in the prestigious “Extel” (formerly Institutional Investor) All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers.

We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.

Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics. At Wolfe Research, we strive to be the place where a diverse mix of talented people want to come, to stay and do their best work. We pride ourselves on bringing integrity and objectiveness to our research process and we know our company’s biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees. We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.