Equity Research Associate, Software

Wedbush; New York (NY); On-site; USD 85,000 - 115,000; Full time

Job summary

This role is ideal for a driven early-career professional seeking front-row exposure to how differentiated research is constructed and delivered, with opportunities to engage with management and media.

Qualifications

• 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.

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 salesforce, and institutional clients.

Skills

Strong quantitative skills

Advanced Excel proficiency

Written and verbal communication

Self-starter and independent prioritiz

Media-facing/public exposure

Education

Bachelor's degree

Finance or CS coursework

Job description

Wedbush Securities is one of the largest securities firms andinvestment banks in the nation. We provide innovative financialsolutions through our Wealth Management, Capital Markets, Futures andAdvanced Clearing & Prime Services divisions. Headquartered in LosAngeles, California with over 100 offices and more than 80correspondent offices, our commitment to providing relentless,customized service is the foundation of our consistent growth.

Our award-winning Equity Research team is recognized as one of thenation's most respected and most-quoted providers of equity research,delivering in-depth, differentiated coverage across highinformation-flow sectors. We are seeking an Associate to join our NewYork team to support our Senior Analysts on the Software team.

About This Opportunity

This is 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 regularlydrives headlines and institutional client decisions.

This role is ideal for a sharp, driven early-career professional whowants more than a back-office modeling job, someone who wants afront-row seat to how differentiated research gets built, published,and delivered to the Street.

What You Will Do

• Build, update, and maintain detailed financial models across theSoftware coverage universe
• Conduct company, industry, and competitive due diligence tosupport differentiated research calls
• Assist in the timely preparation and publication of researchreports and notes
• Track earnings, industry data, and company disclosures to keepmodels and theses current
• Help prepare materials for client meetings, conferences, andexpert network sessions
• Interact with corporate management teams, the internal salesforce, and institutional clients
• Monitor news flow, competitor coverage, and industry trends tohelp 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 projectsas assigned
• Perform other tasks and duties as required and assigned

Experience and Skills

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

What We Offer

What Wedbush Offers You

As part of our overall compensation package, Wedbush Securitiesoffers an array of diverse benefits to all our colleagues. We believethat providing competitive benefit options yields the advantageousreward of establishing a healthy and inclusive foundational work culture.

• Comprehensive medical, dental, and vision coverage with multiplehealth plan options
• Health Savings Account (HSA) with company-sponsored contributions
• Flexible Spending Accounts (FSA) traditional and dependent care
• 401(k) Plan: competitive discretionary company matching andprofit-sharing contributions
• Tuition reimbursement ($5,250 max per year)
• 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

The reasonable estimate of the compensation range for this role hasnot been adjusted for the applicable geographic location. A reasonableestimate of the current range is $100,000. Colleagues may be eligiblefor additional, discretionary incentive compensation based on thecolleague's and the firm's performance. At Wedbush, Decisionsregarding compensation are determined on a case-by-case basis and aredependent on a variety of factors including but not limited to skillsets; experience and training; licensure and certifications; and otherbusiness and organizational needs.

Wedbush Securities (WS) is proud to be an Equal EmploymentOpportunity employer. WS does not discriminate based on race,religion, color, creed, sex, sexual orientation, gender, genderidentity or expression, national origin, ancestry, citizenship status,registered domestic partner status, uniform service member status,marital status, pregnancy, age, medical condition, disability, geneticinformation, family care or medical leave status, or any otherconsideration made unlawful by applicable federal, state, or locallaws, or on the basis that an applicant or Colleague is perceived tohave these characteristics or is associated with someone who isperceived to have these characteristics. WS aims to foster a cultureof inclusion where all Colleagues are valued for their uniquecontributions to the firm as well as provided equal opportunities to succeed.

This position is subject to various laws or regulations that imposerestrictions or prohibitions for employment with Wedbush due tocriminal history. Those laws or regulations include but are notlimited to, the following: Securities Exchange Act of 1934 (SEA) Rule17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.