Analyst, Corporate Development

Responsibilities

• Develop and implement plans for Wedbush Securities and Wedbush Financial Services corporate strategy, including but not limited to: mergers and acquisitions, financing, product development, global and national expansion, and corporate structure and governance.
• Enhance the Wedbush Electronic Order System (EOS) that supports investment banking across a variety of sectors, products, and execution services (trade and settlement).
• Coordinate and implement business development and investment banking mandates.
• Perform financial modeling including M&A, valuation, derivative, trading, and risk modeling, quantitative analysis for at-the-market offerings, repurchase programs, and proprietary position trading.
• Conduct financial assessments of private and public companies.
• Conduct SWOT analysis and environmental scans.
• Build solutions in investment banking by developing and managing algorithmic trading strategies.
• Perform internal audit, quality of earnings, forensic accounting, and PE/VC level due diligence, contract risk assessment, and quantitative interpretation.
• Market other investment banking and capital market services and securities.
• Manage and develop marketing and sales pipeline.
• Perform other duties as required and assigned.

Requirements

• Bachelor's Degree from an accredited university, preferably in Business, Economics, Finance, or related field.
• Masters or PhD in a STEM area, financial engineering, accounting, or finance preferred.
• FINRA Series 7, 63, 57, and 79 licenses (will sponsor).
• Vigilant data historian, keeper, and interpreter with previous experience working with large data sets.
• Programming experience: Visual Basic, SQL, C++, Java, or Python highly preferred.
• Past experience with quantitative research and developing large, scalable systems.
• Prior trading or sales experience and/or investment banking experience and/or audit.
• A strong interest, curiosity, and desire to learn and understand how the financial markets operate and are regulated.
• A high energy and intellectually curious candidate that is solutions-oriented and motivated to hit metrics under tight deadlines.
• A highly versatile and organized skillset willing and able to tackle a variety of tasks aligned with the sensitivity, understanding, and flexibility to manage select milestones that may cause tasks to operate in series.
• The ability to develop strategies that effectively achieve goals and objectives within a regulatory framework.
• The ability to interact with a wide variety of clientele, colleagues, and professionals with different skillsets, objectives, motivations, and mandates.
• The ability to deliver information appropriately scaled and deciphered for the receiver.
• Excellent business-oriented analytical and writing skills; strong proficiency with modelling.
• A self-driven with ability to work independently/remotely under pressure, but possessing strong collaborative and interpersonal skills.
• Exceptional interpersonal communication skills.

Qualifications

• Experience with quantitative research and developing large, scalable systems.
• Experience with programming languages such as Visual Basic, SQL, C++, Java, or Python.
• Experience with financial modeling and investment banking.
• Experience with financial assessments and SWOT analysis.
• Experience with internal audit, quality of earnings, forensic accounting, and PE/VC level due diligence.
• Experience with marketing and sales pipeline management.
• Experience with regulatory compliance and market operations.

Skills

• Data mining and interpretation.
• Strategic planning and implementation.
• Financial modeling and analysis.
• Quantitative research and development.
• Trading and risk management.
• Internal audit and due diligence.
• Marketing and sales pipeline management.
• Regulatory compliance and market operations.

Benefits

• Comprehensive medical, dental, and vision coverage.
• Health Savings Account with company-sponsored contributions.
• Flexible Spending Accounts (FSA) traditional and dependent care.
• Pre-Tax Commuter Benefits.
• 401(k) plan with discretionary, competitive company matching and profit-sharing contributions.
• Tuition reimbursement up to $5,250/year.
• 3 weeks of Paid Time Off.
• 2 weeks of Paid Sick Time (may vary by location).
• 10 Paid Holidays.
• Charitable Donation Matching Contributions.
• Paid Leave (Military, Jury Duty, Volunteer Time Off, Disability, etc.).
• FINRA License Sponsorship.
• Travel & Employee Assistance and Employee Discount Programs.