Senior Analyst, Equity Research (Semiconductors) Networking & Optical Equipment

About the role

We are looking for a Senior Analyst to join our Semiconductor and Hardware Equity Research team, with a primary focus on Networking & Optical Equipment. You will take ownership of the models, shape the industry views, and deliver the research that institutional investors rely on to make multi-billion dollar allocation decisions. This is a role for someone who wants their analysis to move markets, not just describe them. Networking and optical equipment sit at the center of nearly every major investment theme in the market today; AI infrastructure, the data center buildout, hyperscale interconnect, 5G/next-gen wireless, and the broader expansion of cloud and telecom networks. This is a rare seat at the table: joining a top-ranked, high-visibility Equity Research franchise that covers the companies building the physical foundation of the AI economy. Whether you are a research or banking professional with an established track record covering networking or optical hardware, or an industry veteran ready to trade the product roadmap for the trading floor, this role offers a genuine path to becoming a name institutional investors trust with real ownership from day one. Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our 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, our commitment to providing relentless, customized service is the foundation of our consistent growth.

Responsibilities

• Own and maintain detailed earnings and valuation models across the networking and optical equipment universe, including switching/routing, optical components and modules, and data center interconnect
• Analyze industry trends — bandwidth growth, capex cycles, end-demand, and technology transitions such as AI networking fabrics, co-packaged optics, and next-gen interconnect speeds — and translate them into differentiated, actionable investment conclusions
• Produce weekly and monthly written research publications read by institutional investors and internal trading desks, with direct authorship and accountability for the views published
• Develop marketing materials and represent the team's views directly to clients and institutional salespeople
• Build and maintain direct relationships with company management teams and industry contacts, giving you an insider's view of the sector
• Directly communicate stock views and industry themes to institutional investors, trading desks, and other internal constituencies, with full visibility and ownership commensurate with seniority
• Mentor junior team members and contribute to the overall research process and coverage strategy
• Perform other tasks and duties as required and assigned

Requirements

• Bachelor's degree from an accredited university; advanced degree (MBA, MS) or CFA a plus
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