Job Description

Wolfe Research, LLC is launching a new Alternative Asset Management business.  Wolfe Alternative Asset Management (WAM) is a strategic expansion of the Wolfe brand into the alternative investment space. It is a membership-based platform offering a menu of curated, institutional-grade investment opportunities across venture capital, private equity, private secondaries, and a broad range of investment funds—including venture, private equity, hedge, and real estate funds—leveraging Wolfe Research’s trusted brand, reputation, and extensive network. Our mission is to deliver unparalleled access to alternative investments, supported by Wolfe’s research expertise and industry relationships, to drive superior, differentiated returns for institutional investors, family offices, and high-net-worth individuals. The ideal individual will have greater than 8+ years working in Fund Accounting to help launch the Alternative Asset Management Business.

  Keys roles:

• Serve as the Director of Finance for Wolfe’s Alternative Asset Management Platform.
• Key stakeholder for the compilation of each SPV for the business. Expected to drive to completion all aspects from a Finance ownership perspective.
• Should be able to advise the business and internal stakeholders regarding GAAP and Tax considerations.
• Must demonstrate knowledge of upstream and downstream dependencies and communicate factors which may drive outcomes of how SPV is formed.
• Expected to oversee and manage the Fund Administrator who will manage the books and records.
• Expected to review all output from Fund Admin with regard to monthly close/quarterly reporting/annual financial statements.
• Will oversee and direct the year end K1 process in which our Fund Admin will hand off financial statements to our tax accountants.
• Expected to liaise and ensure a seamless process serving as the individual to troubleshoot and solve complexities between two parties.
• Serve as the main liaison with our independent 3 rd party valuation specialist. Should demonstrate ability to comprehend and clearly articulate the valuation when liaising with 3 rd party auditors or Fund Administrator.
• Responsible for the business’s cash reporting and utilization needs.
• Expected to work cross functional within the Finance department, engaging our AP, Corporate and Regulatory teams.
• Will be expected to develop P&Ps for the business and that ongoing Finance operations adhere to the P&P’s.
• Expected to develop and implement the business line reporting structure. Examples such as:
  • Liaise with Fund Admin for NAV reporting process
  • Develop waterfall reporting
  • Develop profitability analysis of individual SPV’s, business line as a whole
  • Develop reporting for the associated fees earned, when applicable

The candidate will serve as a trusted business partner and key operational support to the Head of Alternative Assets, playing a pivotal role in building and scaling the platform from its current stage through maturity.

• Own core fund accounting functions while taking on expanded strategic and operational responsibilities that extend well beyond traditional accounting—acting in a capacity that blends fund accounting expertise with COO/CFO-level oversight.
• Develop and maintain the company's financial model, including KPI development, tracking, and reporting; forecast cash flows and provide actionable insights to support decision-making.
• Manage investor-facing operations, including oversight of the client portal/website for document sharing, financial/valuation/P&L updates, capital activity tracking, capital calls, and ongoing investor communications.
• Handle ad-hoc reporting, analysis, and special projects with urgency and ownership, demonstrating a proactive, "action-first" mentality essential for success in a dynamic, growing organization.
• Lead vendor selection, communication, negotiation, and relationship management to ensure cost-effective, high-quality service delivery.
• Support investor relations efforts, including preparation of communications, responses to inquiries, and coordination of documentation related to investments.
• Assist in investment-related processes, including financial due diligence (particularly for fund investments), transaction structuring (e.g., designing and implementing fee structures), and ongoing monitoring.
• Monitor and actively manage company-level business expenses and operating costs to optimize efficiency and support profitability goals.
• Wear multiple hats as the business evolves—expecting flexibility to take on new responsibilities and contribute across finance, operations, investor relations, and platform development.

  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 $200,000-$250,000. 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 “Institutional Investor” 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:

  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.

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