Senior Analyst, Equity Research (Semiconductors) Networking & Optical Equipment

Wedbush; New York (NY); Sur place; USD 175 000 - 250 000; Plein temps

Avantages offerts par ce poste

Health benefits

HSA contributions

FSA

401(k) plan

Tuition reimbursement

License sponsorship

Donation matching

Travel benefits

Discretionary bonus

Résumé du poste

Wedbush Securities seeks a Senior Analyst in Equity Research focused on Networking and Optical Equipment. The role centers on owning models, shaping industry views, and delivering research relied upon by institutional investors for multi-billion dollar allocations.

Join a high-visibility team covering AI infrastructure, data centers, hyperscale networks, and next-gen interconnects. The role offers direct ownership, collaboration with top professionals, and opportunities to influence market

Qualifications

• Bachelor's degree required; MBA, MS or CFA a plus.
• 5–10+ years of relevant industry experience, Networking or Optical hardware.
• Deep understanding of networking/optical equipment landscape and industry contacts.
• FINRA Series 86 and 87 licenses required.
• Strong written and verbal communication; publishing research.
• Solid financial statement analysis and advanced financial modeling skills.

Responsabilités

• Own and maintain detailed earnings and valuation models for networking/optical equipment.
• Analyze industry trends and translate them into actionable investment conclusions.
• Publish weekly and monthly research publications read by institutional investors.
• Develop marketing materials and represent team views to clients and sales.
• Build relationships with company management and industry contacts; provide insider perspective.
• Communicate stock views to investors and internal desks with ownership commensurate with seniority.
• Mentor junior team members and contribute to research process and coverage strategy.
• Perform other duties as required.

Connaissances

Networking

Optical hardware

Financial modeling

Written communication

Industry knowledge

FINRA licenses

Formation

Bachelor's degree

MBA or CFA a plus

Description du poste

Senior Analyst, Equity Research (Semiconductors) Networking & Optical Equipment

• Job Tracking ID:512079-915792
• Job Location:New York, NY
  San Francisco, CA,
  Los Angeles, CA,
  Chicago, IL

We are looking for a Senior Analyst to join our Semiconductor andHardware Equity Research team, with a primary focus on Networking& Optical Equipment. You will take ownership of the models, shapethe industry views, and deliver the research that institutionalinvestors rely on to make multi-billion dollar allocation decisions.This is a role for someone who wants their analysis to move markets,not just describe them.

Networking and optical equipment sit at the center of nearly everymajor investment theme in the market today; AI infrastructure, thedata center buildout, hyperscale interconnect, 5G/next-gen wireless,and the broader expansion of cloud and telecom networks. This is arare seat at the table: joining a top-ranked, high-visibility EquityResearch franchise that covers the companies building the physicalfoundation of the AI economy.

Whether you are a research or banking professional with anestablished track record covering networking or optical hardware, oran industry veteran ready to trade the product roadmap for the tradingfloor, this role offers a genuine path to becoming a nameinstitutional investors trust with real ownership from day one.

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.

Why Wedbush

• Analyze the networking, optical, and hardware companies driving AIinfrastructure, cloud computing, hyperscale data centers, andnext-generation connectivity
• Work with seasoned professionals who are recognized thoughtleaders in technology research
• Gain visibility with institutional investors and corporatemanagement teams
• Build on your expertise in one of the market's most dynamic andinfluential sectors
• Contribute research that moves markets and shapes investment decisions

What You Will Do

As a senior contributor to our semiconductors/hardware research team,you will own critical analysis that shapes institutional investment strategies:

• Own and maintain detailed earnings and valuation models across thenetworking and optical equipment universe, includingswitching/routing, optical components and modules, and data center interconnect
• Analyze industry trends - bandwidth growth, capex cycles,end-demand, and technology transitions such as AI networkingfabrics, co-packaged optics, and next-gen interconnect speeds - andtranslate them into differentiated, actionable investment conclusions
• Produce weekly and monthly written research publications read byinstitutional investors and internal trading desks, with directauthorship and accountability for the views published
• Develop marketing materials and represent the team's viewsdirectly to clients and institutional salespeople
• Build and maintain direct relationships with company managementteams and industry contacts, giving you an insider's view of the sector
• Directly communicate stock views and industry themes toinstitutional investors, trading desks, and other internalconstituencies, with full visibility and ownership commensurate with seniority
• Mentor junior team members and contribute to the overall researchprocess and coverage strategy
• Perform other tasks and duties as required and assigned

Experience and Skills

• Bachelor's degree from an accredited university; advanced degree(MBA, MS) or CFA a plus
• 5-10+ years of relevant industry experience, preferably innetworking or optical hardware, with a demonstrated track recordcovering the sector from either the sell-side, buy-side, or industry
• Deep understanding of the networking and optical equipmentlandscape, along with an established network of customers, peers,and suppliers you can draw on to identify industry trends ahead of consensus
• Active FINRA Series 86 and 87 licenses required
• Strong written and verbal communication abilities, with experiencepublishing research and presenting directly to institutional audiences
• High fluency in accounting and financial statement analysis
• Superior financial modeling skills with demonstrated self-auditing discipline
• Proven capacity to maintain accuracy in a fast-paced,deadline-driven environment
• Self-starter who excels both independently and collaboratively,with the ability to own a coverage area and prioritize effectivelywith minimal direction
• Solid work ethic, positive attitude, and genuine passion fortechnology and markets

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. Areasonable estimate of the current base salary is dependent upon theexperience and level that the successful candidate is hired, and willbe within the range of $175,000-$250,000. 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 to criminal 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.