Wolfe Research
- 21
- questions
- 5
- stages
How the process runsTypical for a mid-size or independent research firm
- 1ApplicationTypicalSmall classes. A short writing sample or stock pitch can help you get read.
- 2Video interviewTypicalSmaller firms often skip recorded video and go straight to live interviews.
- 3First roundTypicalA live interview with an analyst: your story, a sector you follow, and a quick pitch.
- 4Final roundTypicalSeveral interviews and often a take home exercise: a model update or a short note on a company.
- 5OfferTypicalUsually within days of the final round.
Timing between stages shows on each program page once students report it. Firms change formats by year and office; the firm's own invite is the final word.
What it tends to weighTypical of a mid-size or independent research firm
- Ownership early: lean teams hand models and writing to juniors sooner.
- Getting up to speed on a new sector fast, since coverage shifts.
- Proof of independent work: a pitch, a written note, or a model you built yourself.
- behavioral
- 6 questions
- markets
- 7 questions
- technicals
- 5 questions
- modeling
- 3 questions
The Wolfe Research set is Pro
21 questions, 5 written for Wolfe Research, run as a drill with a 80% pass mark.
Topic drill sets stay free, one a day.
7 days of Pro. No card, nothing to cancel.