Equity Sales Assistant- Quantitative Sales - Wolfe Research

Wolfe Research is seeking a dynamic, market-savvy professional who will serve as a crucial liaison between our quantitative research team and institutional clients. The ideal candidate combines analytical rigor with exceptional interpersonal skills, positioning them to thrive in our fast-paced, data-driven environment.

Responsibilities:

• Support to the Senior Quantitative Sales Specialist in all aspects of research and data distribution
• Leverage CRM data, including extracting client resource utilization to ensure proper monetization
• Help identify revenue generating opportunities
• Assist with client requests and needs, and coordinate with internal quantitative researchers
• Participate in ad hoc group projects to help improve the operations of the greater sales team
• Provide organizational support for client and industry events
• Assist in managing data vendor relationships and exploring new opportunities for data analysis
• Manage sales travel booking and expense reporting

Requirements:

• 0-2 Years of Experience
• Bachelor’s Degree from an accredited College/University with a strong academic track record
• Strong quantitative aptitude with proficiency in Excel, PowerPoint, and data analysis tools
• Basic familiarity with data structures and experience working with financial quantitative data
• Organizational skills and strong attention to detail
• Demonstrated 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

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-$85,000. 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.

 For more information about Wolfe Research, please visit us at: www.wolferesearch.com

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.