Senior Analyst, Equity Research - Software jobs in United States
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Wedbush · 1 day ago

Senior Analyst, Equity Research - Software

Wedbush Securities is one of the largest securities firms and investment banks in the nation. They are seeking an accomplished Senior Equity Research Analyst to provide strategic leadership and direction for their Software sector coverage.

BankingConsultingFinancial ServicesWealth Management

Responsibilities

Lead and develop an Enterprise Software research team positioned as go-to industry authorities
Define your coverage universe and research strategy with meaningful autonomy
Create a differentiated research product that stands apart in a crowded field
Publish impactful, timely research that influences institutional investment decisions
Develop sophisticated financial models that reflect true analytical depth and expertise
Design and host proprietary client events, conferences, and expert network sessions
Leverage our platform to expand your industry network significantly
Benefit from firm-wide visibility and recognition for exceptional work
Perform other tasks and duties as required and assigned

Qualification

Equity ResearchFinancial ModelingSoftware Industry ExpertiseCFAAnalytical SkillsNetworkingEntrepreneurial MindsetIntellectual CuriosityCommunication Skills

Required

Bachelor's degree from an accredited university
FINRA Series 7, 86, and 87 licenses required
Substantial sell-side or buy-side Equity Research background with proven analytical capabilities
Expert-level financial modeling, valuation, and analytical skills
Exceptional written and verbal communication abilities
Established network of industry contacts, management relationships, and institutional clients
Entrepreneurial mindset with drive to build something exceptional
Intellectual curiosity and commitment to analytical rigor

Preferred

Advanced degree, MBA, or CFA strongly preferred
Deep, demonstrable expertise in the Software industry is a plus
Alternatively: Software industry veterans with exceptional domain expertise and desire to transition into research
Track record of independent, differentiated research that has driven investment decisions

Benefits

Comprehensive medical, dental, and vision coverage with multiple health plan options
Health Savings Account (HSA) with company-sponsored contributions
Flexible Spending Accounts (FSA) traditional and dependent care
Pre-Tax Commuter Benefits
401(k) Plan: competitive discretionary company matching and profit-sharing contributions
Tuition reimbursement ($5,250 max per year)
Paid Vacation, Sick Time, Holidays, Volunteer Time Off
Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
FINRA and Professional License Sponsorship
Charitable Donation Matching Contributions
Travel & Employee Assistance and Employee Discount Programs
Discretionary compensation based on the colleague's and the firm's performance

Company

Wedbush Securities is the largest subsidiary of Wedbush Financial Services.

Funding

Current Stage
Late Stage

Leadership Team

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Gary Wedbush
President & CEO
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Daniel Billings
Executive Vice President & Chief Financial Officer
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Company data provided by crunchbase