Equity Research Associate, Software

Wedbush; New York (NY); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health plan coverage

HSA with company contributions

FSA traditional and dependent care

Pre-Tax Commuter Benefits

401(k) with company matching and bonus

Tuition reimbursement

Paid time off

Paid parental leave / Jury duty / etc.

License sponsorship

Donation matching

Travel assistance

Discretionary compensation

Job summary

Wedbush Securities in New York is seeking an early-career Research Associate to help build financial models, test investment theses, and support research that informs institutional decisions. You will perform due diligence, track disclosures, and prepare materials for client meetings while interacting with management, the sales force, and media-facing analysts.

This position offers exposure to high-profile markets and a fast-paced environment with opportunities to contribute to influential

Qualifications

• Bachelor's degree in finance, CS, or related field
• 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
• Strong work ethic, intellectual curiosity, and a self-starter mentality
• Comfort working closely with a high-visibility, media-facing analyst and adapting to a fast-moving public profile

Responsibilities

• Build and maintain financial models across software coverage.
• Perform company/industry/competitor due diligence.
• Assist in prep and publication of research reports.
• Monitor earnings and disclosures to update models.
• Prepare client meeting materials.
• Interface with management, sales, clients.

Skills

Excel proficiency

Analytical skills

Strong communication

Independent / self-starter

Interest in software & tech

Media-facing collaboration

Education

Bachelor's degree in finance, CS, or related field

Tools

Excel

Job description

Job Description

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.

Job Description

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.

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 regularly drives headlines and institutional client decisions.

This role is ideal for a sharp, driven early-career professional who wants more than a back-office modeling job, someone who wants a front-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 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 sales force, and institutional clients
• Monitor news flow, competitor coverage, and industry trends to help 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 projects as assigned
• Perform other tasks and duties as required and assigned

Experience And Skills

• 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
• Strong work ethic, intellectual curiosity, and a self-starter mentality
• Comfort working closely with a high-visibility, media-facing analyst and adapting to a fast-moving public profile

What We Offer

What Wedbush Offers You

As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.

• 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

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 $100,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. At Wedbush, Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.

Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview

This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.