Senior Analyst, Equity Research - Software

About the role

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

• 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

Qualifications

• Bachelor's degree from an accredited university (Advanced degree, MBA, or CFA strongly preferred)
• 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

Skills

• Leadership and strategic thinking
• Research and analysis
• Financial modeling and valuation
• Communication and presentation skills
• Industry knowledge and networking

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 compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $250,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance.

Schedule

Starting Date: ASAP