Wolfe Research is seeking highly motivated interns to join its midtown New York office for Summer 2021. Wolfe Research has been voted within the top 15 equity research firms on Wall Street by institutional clients for the past five years in Institutional Investor magazine’s All-America Research Poll (weighted), and we are committed to ongoing strategic growth. The firm’s clients include many of the world’s largest asset managers with mutual funds, pensions, and hedge funds as the primary constituents. Wolfe seeks to be best-in-class in a focused set of research, sales, and trading activities. The intern will report to a Senior Analyst and will be responsible for assisting in all aspects of the Analyst’s franchise.
Demonstrated ability to generate ideas: work closely and communicate effectively in a time sensitive environment, the ability to balance multiple priorities and meet deadlines, strong organizational skills
Creative thinker with strong problem-solving skills: you will be working with large data sets in excel/access, and must possess the ability to source and process information independently
Technical skills include: Familiarity with Bloomberg or FactSet is a plus, advanced excel (macros, pivot tables, conditional formatting, short cuts) and statistics (regression, variance, covariance and correlations)
Mastery of excel functions: Shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting and basic programming
Understanding of markets: both macro and micro to understand trends impacting various industries
Financial modeling: build integrated financial statements, utilize multiple valuation methodologies, analyze and construct key aspects of capital structure (cash flow waterfall or debt service schedule)
Accounting knowledge: GAAP requirements, expense accruals, ability to model/forecast fundamental data, outline sensitivities linked to key variables for scenarios and produce charts to illustrate
Advanced publishing knowledge: must know how to use databases, format data, using MS Office suite. Accuracy and attention to detail are important traits for this role.
Financial theory: ability to perform historical and relative valuation analysis and DCF valuation
Concentration in accounting, finance, or math preferred
Minimum 3.70 GPA