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About the Role

Wolfe Research is looking for a experienced (5+ years) Executive Assistant who is motivated, detail-oriented, has a positive attitude and has strong administrative/ 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.

Responsibilities:

• Support 3-4 Senior Research Analysts and their respective teams
• Daily work within Microsoft Office with hyper focus in Excel, Outlook, & PowerPoint
• 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.

Requirements and Qualifications:

• At least 5 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 a in-office position with some flexibility to WFH

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-$115,000. 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 2025 by institutional clients in the prestigious Extel 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.