Equity Research Associate- Insurance

Equity Research Associate – Insurance

Wolfe Research is seeking an Associate to join its NY‑Based Insurance team (P&C & Life). They will report to the Senior Analyst and will be responsible for assisting in all aspects of the franchise including modeling, note writing, and helping to create differentiated research analyses. Responsibilities will include communicating with corporates, clients and sales/traders, as well as participating in the creative process.

The role requires accuracy, attention to detail, and a great deal of critical thinking. 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 mindset 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 Fact Set skills helpful, advanced Excel (macros, pivot tables, conditional formatting, shortcuts), 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.

• 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.

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 $95,000–$120,000. 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, 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 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.