Senior Analyst, Equity Research - 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. Our Equity Research franchise is one of the most respected and most-quoted on Wall Street. This role is for a senior-level Analyst to lead our Software franchise, elevating it to the next level with a proven track record of producing industry-leading, market-moving voices.

This is an opportunity for a proven producer with an existing following, established institutional client base, and market credibility to command attention. In return, you gain outsized economics, full autonomy over your research franchise, and a firm that actively invests in building your personal brand alongside your P&L.

Responsibilities

• Publish bold, differentiated, high-conviction calls that move stocks, drive headlines, and set the narrative for the sector
• Cultivate direct, C-suite-level relationships with the most important companies and management teams in Software
• Build, mentor, and lead a team positioned as the undisputed authority on Software
• Design and headline proprietary client events, flagship conferences, and expert network sessions that draw top-tier institutional attendance
• Leverage the firm's national platform, brand, and sales force to expand your institutional following and personal brand simultaneously
• Serve as a firm ambassador across media, conferences, and digital/social platforms, with full institutional backing
• Operate with the visibility, resources, and support of a firm that treats its top analysts as its most valuable asset

Requirements

• Bachelor's degree required; advanced degree, MBA, or CFA strongly preferred
• Proven, established senior-level research producer with a demonstrable following among institutional investors
• Deep, authoritative expertise in the Software sector, with a track record of bold, market-moving calls
• Strong institutional client relationships and a track record of top rankings (Institutional Investor, StarMine, or equivalent)
• Substantial sell-side or buy-side Equity Research background with proven analytical capabilities
• Active FINRA Series 86 and 87 licenses required
• Expert-level financial modeling, valuation, and analytical rigor
• Track record of independent, differentiated research that has driven investment decisions
• Exceptional communication skills: equally compelling in a research note, a client meeting, or a live TV interview
• Genuine entrepreneurial mindset: someone who sees this as an opportunity to build a franchise and a personal brand
• 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: 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.