Senior Analyst, Equity Research - Software

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, we are committed to delivering relentless, customized service.

About the role

We are seeking an accomplished Senior Equity Research Analyst to provide strategic leadership and direction for our Software sector coverage. This senior-level position offers the opportunity to lead Software sector research within a leading equity research platform. The successful candidate will shape the research agenda, develop distinctive investment perspectives, and build strong relationships with institutional clients and industry management teams.

Responsibilities

• Lead and develop a 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

Requirements

• Bachelor's degree from an accredited university (Advanced degree, MBA, or CFA strongly preferred)
• Deep, demonstrable expertise in the Software industry is a plus
• Substantial sell-side or buy-side Equity Research background with proven analytical capabilities
• Alternatively: Software industry veterans with exceptional domain expertise and desire to transition into research
• FINRA Series 7, 86, and 87 licenses required (or willing to obtain within 120 days)
• Track record of independent, differentiated research that has driven investment decisions
• 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

Benefits

• Comprehensive medical, dental, and vision coverage with multiple health plan options
• Health Savings Account (HSA) with company-sponsored contributions
• Flexible Spending Accounts (FSA) for traditional and dependent care
• Pre-Tax Commuter Benefits
• 401(k) Plan with 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 for Parental Bonding, Jury Duty, Military, Disability, etc.
• FINRA and Professional License Sponsorship
• Charitable Donation Matching Contributions
• Travel & Employee Assistance and Employee Discount Programs

Pay

A reasonable estimate of the current compensation range for this role is $250,000. Colleagues may be eligible for additional, discretionary incentive compensation based on individual and firm performance.