Executive Assistant- Equity Research

About the Role

Wolfe Research is looking for a motivated and detail-oriented Assistant with a positive attitude and strong administrative and organizational skills. Applicants should be able to work in a fast-paced, growing environment, where they can develop a strong understanding of finance and corporate practices. The successful candidate will have the ability to organize and execute tasks and projects without supervision, and a proven history of administrative assistant experience.

Prior experience with Excel, PowerPoint and Outlook is required, including the ability to chart and use pivot tables. The Assistant will work directly with our Senior Analysts and will be responsible for performing a number of administrative duties including heavy calendar management, booking travel, planning firmwide events in and outside of the office, and expense reporting. The Assistant will regularly coordinate scheduling on behalf of the Analyst and their team, as well as externally with clients, vendors and other firm partners.

• Support 3-4 Senior Research Analysts and their respective teams
• Daily work within Microsoft Office with hyper focus in Excel, Outlook, & Power Point
• Heavy use of CRM platform, Salesforce, and additional internal databases to complete critical functions, such as logging client interactions, maintaining contact information, and sending event invitations
• Maintain distribution lists and other databases and excel lists
• Book travel and prepare expense reports, maintain analysts' calendars, schedule meetings, conference calls and global marketing calendars
• Assist with planning and execution of firm conferences and other marketing events
• Coordinate all event related logistics, including catering, audio/visual set-up, providing marketing materials, ground, and air transportation
• Responsible for phone, video, and webinar coverage, as well as moderating panels & industry webcasts
• Ability to work independently with little direction; establish and maintain effective working relationships with others; meet schedules and timelines; work confidentially with discretion; interpret, apply and explain firm policies and procedures; analyze situations accurately and recommend effective course of action.

• At least 2 years of administrative experience supporting a Senior Management team or individual
• Desire to develop your career as an administrative professional
• Bachelor's Degree with a proven academic record
• Ability to demonstrate strong teamwork
• Strong interpersonal and communication skills, both written and oral
• Skilled within Excel with ability to use pivot tables, VLOOKUP, and basic formulas
• Organized and detail-oriented with strong commitment to accuracy, detail, and follow-up
• Proactively handle regular activities without prompting, guidance and direction
• Ability to multi-task and prioritize to complete tasks in a timely manner
• This is an in-office position with some flexibility to WFH

The compensation for this role is market competitive with a base salary range of $85,000-$105,000. 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.

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.