Analyst, Strategy & Data Analytics

Responsibilities

• Aid in strategic planning
• Utilize data-driven insights to drive strategic decision-making and enhance profitability
• Perform competitor benchmarking to identify future revenue growth and operational efficiency opportunities
• Prepare high-quality analytics, financial analysis, and modeling
• Generate insightful and actionable recommendations for the Executive leadership team
• Create business intelligence dashboards and key performance indicators to monitor progress on strategic goals
• Conduct return on investment and cost-benefit analyses to assist in prioritizing development project budgets
• Engage in continuous improvement projects to increase operational efficiency
• Contribute to several concurrent projects and work effectively as part of a team or individually
• Stay updated on industry trends, news, and events

Requirements

• Bachelor’s degree from an accredited university, preferably in Business or Economics with an emphasis in accounting or finance
• Financial Services experience and interest in financial markets and investing
• Strong analytical and financial skills
• Proven self-starter with the ability to work with urgency in a dynamic environment
• Intellectually curious and detail-oriented
• Proficient in Microsoft Office (Outlook, Word, PowerPoint) with strong Excel and PowerPoint skills
• Organized and capable of managing multiple projects and competing priorities without sacrificing accuracy or efficiency
• Exceptional verbal and written communication skills
• Strong analytical, problem-solving, and critical-thinking skills
• Experience with Business Intelligence dashboards and data visualizations is a plus

Qualifications

Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
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 (Parental Bonding, Military, Jury Duty, Volunteer Time Off, Disability, etc.)
FINRA License Sponsorship
Travel & Employee Assistance and Employee Discount Programs

Benefits

The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $70,000 to $90,000.
Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance.
Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

What We Offer

Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics.
WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here .
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. s eq . , Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.