Corporate Access Associate

About the Role

The Corporate Access Teams supports the firm’s Research Analysts and Sales Teams in originating and executing a variety of Wolfe client events. The Corporate Access Associate will report directly into the Head of Corporate Access and work across teams to organize events from inception to end that are integral to the firm’s success and connectivity with clients.

Responsibilities:

• Coordination and planning around both in-person and virtual Non-Deal Roadshows
• Coordination and planning around both in-person and virtual Conferences
• Dealing with Corporate IR teams in addition to Wolfe investors
• Coordinating with internal sales and analyst teams
• Preparing client invites and marketing materials
• Preparing spreadsheets to track our growth and performance
• Conducting post-event surveys and debriefs to help shape future events

Requirements and Qualifications:

• Bachelor's Degree or higher from an accredited college or university
• An interest in Finance with a high degree of motivation to succeed as an individual and in a team environment.
• Strong interpersonal and communication skills, both written and oral.
• Organized and detail-oriented with strong commitment to accuracy, detail and follow-up.
• Proactively handle regular activities without prompting.
• Exhibit a high degree of motivation, sense of urgency and professional demeanor.
• Ability to multi-task and prioritize to complete tasks in a timely manner.
• Ability to demonstrate strong teamwork to work and work in partnership with all other teams at the firm.
• Desire to build career and not just find a job.

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 $70,000-$90,000. 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 “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.

Salary : $70,000 - $90,000