Equity Research Associate, Software

About the role

Wedbush Securities is one of the largest securities firms and investment banks in the nation, providing innovative financial solutions through Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices. The award-winning Equity Research team is recognized as one of the nation's most respected and most-quoted providers of equity research, delivering in-depth, differentiated coverage across high information-flow sectors. This Associate role supports Senior Analysts on the Software team in New York, offering a rare opportunity to learn the craft of high-conviction, market-moving research from the ground up — building financial models, shaping investment theses, and supporting research that regularly drives headlines and institutional client decisions.

Responsibilities

• Build, update, and maintain detailed financial models across the Software coverage universe
• Conduct company, industry, and competitive due diligence to support differentiated research calls
• Assist in the timely preparation and publication of research reports and notes
• Track earnings, industry data, and company disclosures to keep models and theses current
• Help prepare materials for client meetings, conferences, and expert network sessions
• Interact with corporate management teams, the internal sales force, and institutional clients
• Monitor news flow, competitor coverage, and industry trends to help identify differentiated angles
• Support the senior analyst's media and public-facing work, including prep for TV appearances and press engagements
• Provide general research support and take on additional projects as assigned
• Perform other tasks and duties as required and assigned

Requirements

• Bachelor's degree from an accredited university; degrees or coursework in finance, computer science, or a related technical field are a plus
• 1+ years of relevant experience in financial services, equity research, or a related analytical field
• Strong quantitative and analytical skills, with advanced Excel proficiency
• Genuine interest in and curiosity about the Software industry and technology markets
• Exceptional written and verbal communication skills
• Ability to work independently and manage priorities in a fast-paced, deadline-driven environment
• Strong work ethic, intellectual curiosity, and a self-starter mentality
• Comfort working closely with a high-visibility, media-facing analyst and adapting to a fast-moving public profile

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

Pay

The reasonable estimate of the current compensation range for this role is $100,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. Compensation decisions are determined on a case-by-case basis dependent on factors including skill sets, experience and training, licensure and certifications, and other business and organizational needs.