Wolfe Research Interview Questions

7 total interview insight submissions
Interview Experience (67%)

The Interview Experience is a score from 1 star (very negative) to 5 stars (very positive) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.

3.1
  • Very Negative
  • Negative
  • Neutral
  • Positive
  • Very Positive
Interview Difficulty (76%)

The Interview Difficulty is a score ranging from very difficult (red) to very easy (green) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. The higher the number, the more difficult the interviews on average. If you hover over the various sections of the doughnut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more insights, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire data set.

2.6
  • Very Easy
  • Easy
  • Average
  • Difficult
  • Very Difficult

Interviews at Wolfe Research

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Filter by:
Year
Job Title
Group/Division
Location
Experience
Difficulty
1st Year Associate
Year 2022
Job Title 1st Year Associate
Group/Division Natural Resources
Location New York
Experience
Neutral
Difficulty
Easy
Intern
Year 2020
Job Title Intern
Group/Division Equity Research
Location New York
Experience
Positive
Difficulty
Average
Intern
Year 2018
Job Title Intern
Group/Division Generalist
Location New York
Experience
Neutral
Difficulty
Average
2nd Year Analyst
Year 2020
Job Title 2nd Year Analyst
Group/Division Healthcare
Location New York
Experience
Negative
Difficulty
Average
Intern
Year 2020
Job Title Intern
Group/Division Equity Research
Location New York
Experience
Neutral
Difficulty
Average
1st Year Associate
Year 2019
Job Title 1st Year Associate
Group/Division Research
Location Stamford
Experience
Neutral
Difficulty
Average
Assistant Vice President
Year 2017
Job Title Assistant Vice President
Group/Division Equity Research
Location New York
Experience
Positive
Difficulty
Very Easy

Interview Questions & Answers - Wolfe Research Examples

Equity Research Associate Interview - Natural Resources

Anonymous interview candidate in New York
Interviewed: December 2022
Date Submitted: Aug 28, 2023
Outcome
No Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Application
Phone Interview
Skills Test
Interview
First round was brief phone interview with head of research (normal background questions, he was cool), next was an interview with the head analyst and one guy on their team (mostly background, not many technical questions, I liked both of them), then a take home case study which I believe took an hour or two, it was essentially updating a model with earnings release and answering 3 or 4 questions about it, it wasn't complicated but took me longer than it should have, I received one response to a follow up email after the case study but didn't hear back after that
Interview Questions
Don't remember anything particularly difficult or unexpected, "why do you want to work at wolfe research?"
Sample Answer

Intern Interview - Equity Research

Anonymous interview candidate in New York
Interviewed: June 2020
Date Submitted: Nov 25, 2021
Outcome
No Offer
Interview Source
Applied Online
Length of Process
1-2 months
Application
Phone Interview
Interview
Straightforward process. Included many behavioral and technical questions. Have a stock pitch prepared.
Interview Questions
What was an ethical dilemma you faced?
Sample Answer

Summer Associate Interview - Generalist

Anonymous interview candidate in New York
Interviewed: October 2018
Date Submitted: Jul 21, 2021
Outcome
No Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
Less than 1 month
Application
Phone Interview
Interview
The phone interview was relatively straightforward and the interviewers seemed very nice and helpful
Interview Questions
Do you have any experience coding?
Sample Answer

Analyst Interview - Healthcare

Anonymous interview candidate in New York
Interviewed: October 2020
Date Submitted: May 08, 2021
Outcome
No Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Application
Phone Interview
Skills Test
Interview
Applied on DocJobs.com. Went through phone screen, then interviews with associates. Then skills test. Didnt hear back after.
Interview Questions
Nothing difficult, consisted of writing qualitative report on a stock
Sample Answer

Equity Research Summer Intern Interview - Equity Research

Anonymous interview candidate in New York
Interviewed: October 2020
Date Submitted: Dec 23, 2020
Outcome
Declined Offer
Interview Source
Employee Referral
Length of Process
1-2 months
Application
Phone Interview
1 on 1 Interview
Skills Test
IQ / Intelligence Test
Personality Test
Interview
3 rounds, first was with Director, then with an Associate, then with a senior Analyst. Whole process was less than 2weeks.
Interview Questions
How do you set up your portfolio? What is your exposure with accounting and financial modeling? Pitch me 2 stocks. A couple brain teasers as well
Sample Answer

ER Associate Interview - Research

Anonymous interview candidate in Stamford
Interviewed: January 2019
Date Submitted: Mar 06, 2019
Outcome
No Offer
Interview Source
Applied Online
Length of Process
1-2 months
Application
Phone Interview
1 on 1 Interview
Skills Test
Interview
I applied to the job online and received a call from the director of research within a week. I then had an interview with a current associate and then had to perform an excel test.
Interview Questions
Why do you want to move from the buy-side to the sell-side? Most people make the reverse move. What functions do you use in excel? How many hours a week do you think you use excel? What would you use a pivot table for with a table full of raw data? What is your current market view and what is your outlook for the future? What industry/sector are you interested in most? What experience do you have under high pressure situation? What is an example of experience you have managing deadlines and meeting them?
Sample Answer

Research Associate Interview - Equity Research

Anonymous employee in New York
Interviewed: January 2017
Date Submitted: Aug 08, 2018
Outcome
Accepted Offer
Interview Source
Employee Referral
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Skills Test
Interview
After an internal contact passed along my information to the firm, HR called me about a week later. From there I had in person interviews with the team, followed up by a writing / modeling test within the course of a week. I then met the department head and got the offer on the spot. So all in all, about 3 weeks.
Interview Questions
The interview itself was fairly easy. The far more critical component came from the writing and modeling test. The modeling test involved modeling two companies within an 8 hour period (it was an at-home test) and after emailing it back with them checking it, I then had to build a merger template with multiple features.

With respect to the writing test, it was basically drafting an earnings report within 45 minutes (they sent it to me at a prescheduled time and I was basically tied to the timestamp in terms of when I needed to send the final product back). All in all, without a reasonable degree of experience in research, I don't think the average individual would be able to complete these easily.
Sample Answer