Associate- Product Management Equity Research - Wolfe Research

Position Overview:

Wolfe Research is seeking an Associate to work alongside of the Operations and IT teams to migrate and support internal SaaS systems. For the first year, this role will primarily focus on the build and implementation of a new Salesforce-based system. The role will then transition to a hybrid of new projects and existing system product management. This person will be responsible for working with cross-functional back-office teams as well as business end users to define requirements, design, implement, test, deploy & manage in-house and SaaS applications that support every area of Wolfe Research’s business. This role requires Salesforce implementation and automation experience, exceptional interpersonal skills, a strong business analysis and/or testing background as well as a desire for continuous improvement and learning.

Key Responsibilities:

• Work with business end users to gather and document requirements for new systems and/or system updates.
• Work alongside of the Development, IT & Product Management teams to design, implement, test & roll out applications.
• Manage deliverables and timelines for relevant projects.
• Manage testing process for relevant systems throughout continuous upgrade lifecycle.
• Assist in the creation and management of system related documentation.
• Design and maintain application training plans for business end users.
• Monitor system performance, identify issues, and implement solutions to improve reliability and performance.

• Ensure security best practices are implemented and maintained across relevant systems.
• Stay current with industry trends and best practices and incorporate them.

Requirements & Qualifications:

• 3-5 years of experience in software system implementation & management
• Experience building and managing Salesforce systems (Data model creation & management, administration, flows)
• Experience with system integration design and implementation.
• Experience with API design and management.
• Data cleaning, translation and management experience.

• Advanced proficiency in Excel
• Experience with end user requirement gathering and training.
• Excellent problem-solving skills and the ability to troubleshoot complex issues.
• Strong communication skills, with the ability to effectively convey technical concepts to both technical and non-technical stakeholders.
• Background in Financial Services
• Salesforce Certified Administrator or Salesforce Business Analyst / other consultant certification

Additional experience that would be great:

• Knowledge of database management systems, including SQL and NoSQL databases.
• Experience working on a hybrid teamà 3 day in office requirement

**Note:**

This job specification provides a general overview of the responsibilities and requirements for the Associate, Operations position. The specific duties and expectations may vary based on the company's needs and the candidate's expertise.

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 100,000-120,000. 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.

About Wolfe 

Wolfe Research, LLC was founded in 2008 as a premier equity research firm with a commitment to best-in-class products and service. Wolfe Research was voted #6 on both a weighted and unweighted basis for equity research during 2023 by institutional clients in the prestigious Institutional Investor All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers. We are committed to acquiring top-ranked Analysts (28 and counting) across all industry sectors. In addition, Wolfe is a mentoring shop dedicated to developing talent from within all levels of the firm. For more information about Wolfe Research, please visit us at: www.wolferesearch.com

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.