Wolfe Research, LLC · 15 hours ago
Equity Research Associate- Insurance
New York, NY
Full-time
Onsite
Entry Level
$95K/yr - $120K/yr
1+ years expWolfe Research, LLC is a premier independent sell-side research firm seeking an Associate to join its NY Based Insurance team. The role involves assisting in modeling, note writing, and creating differentiated research analyses while communicating with corporates, clients, and sales/traders.
Consumer ResearchInformation TechnologyProduct Research
Responsibilities
Demonstrated ability to generate ideas: work closely and communicate effectively in a time sensitive environment, ability to balance multiple priorities and meet deadlines, strong organizational skills, client service minded and strong writing skills. The candidate will also work to draft reports/notes on relevant investment themes, events, and breaking news
Creative thinker with strong problem-solving skills: working with large data sets in Excel/Access, and ability to source and process information independently
Strong communication skills: particularly an ability to write efficiently and concisely
Technical skills: Bloomberg and/or FactSet skills helpful, advanced Excel (macros, pivot tables, conditional formatting, short cuts), and statistics (regression, variance, covariance, and correlations). Knowing how to build and update financial and valuation models for the companies covered
Use mastery of Excel functions: shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting, and basic programming
Qualification
Required
1-3 years of experience in sell-side research (preferably Insurance sector), on the buy-side, investment banking, public accounting, actuarial, consulting or Insurance industry experience preferred
Bachelor's Degree or higher from an accredited college or university, concentration in Finance, Accounting, Math, or Statistics preferred
MBA, CPA, or CFA a plus
Advanced understanding of financial modeling, experience building and maintaining 3-statement models
Fully licensed with Series 7, 63, 86 & 87 preferred or expected to be completed within the first 6 months
Excellent written and verbal communication skills
Must enjoy following the stock market and developing industry themes
Eager to work in a fast-paced environment both independently and collaboratively
Demonstrated academic ability with a minimum 3.5 GPA
Comfortable working 10+ hour workdays and some weekends
Strong writing, modeling, Excel, and PowerPoint skills required
Demonstrated ability to generate ideas: work closely and communicate effectively in a time sensitive environment, ability to balance multiple priorities and meet deadlines, strong organizational skills, client service minded and strong writing skills
Creative thinker with strong problem-solving skills: working with large data sets in Excel/Access, and ability to source and process information independently
Strong communication skills: particularly an ability to write efficiently and concisely
Technical skills: Bloomberg and/or FactSet skills helpful, advanced Excel (macros, pivot tables, conditional formatting, short cuts), and statistics (regression, variance, covariance, and correlations). Knowing how to build and update financial and valuation models for the companies covered
Use mastery of Excel functions: shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting, and basic programming
Preferred
Experience in equity research, investment banking, public accounting, consulting or in the industry is preferred
Experience in Insurance or actuarial is strongly preferred
Benefits
Annual discretionary incentive bonus
Medical, dental and vision coverage
Life, accident and disability insurance
Paid time off packages that include vacation
Sick days/leave
Paid holidays
Paid parental leave
Company
Wolfe Research, LLC
Since Wolfe Research, LLC’s founding in 2008, our mission has been to deliver best-in-class research and service—providing timely, rigorous, and unconflicted insights from the most differentiated, thoughtful and driven Analysts on the Street.
201-500 employees
H1B Sponsorship
Wolfe Research, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (4)
2023 (6)
2022 (2)
2021 (5)
2020 (4)
Funding
Current Stage
Growth StageTotal Funding
$4.55M2020-01-07Series Unknown· $4.55M
Leadership Team
J
Janine McAllister
Chief Administrative Officer
S
Sandra Pallante
Director and Chief Compliance Officer
Recent News
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2025-11-12
2025-11-11
Company data provided by crunchbase