Senior Analyst, Equity Research - Software

Wedbush; New York (NY); On-site; USD 213,000 - 288,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and a 0

HSA with company contributions

FSA traditional and dependent care

401(k) with company matching

Tuition reimbursement

Paid Vacation and Holidays

Parental leave and other paid time off

License sponsorship (FINRA)

Charitable donation matching

Travel & employee assistance programs

Job summary

Wedbush Securities seeks a top-tier, established research leader to take the reins of our Software franchise and elevate it to the next level. This seat has a proven track record of producing industry-leading voices and is designed to be the most lucrative and visible Software research role on the Street.

This is a proven producer with an existing following, an institutional client base, and market credibility to command attention.

Qualifications

• Bachelor's degree required; MBA or CFA strongly preferred.
• Proven senior-level research producer with institutional following.
• Deep expertise in the Software sector with bold, market-moving calls.
• Strong institutional client relationships and top rankings.
• Active FINRA Series 86 and 87 licenses required.
• Exceptional financial modeling, valuation, and analytical rigor.

Responsibilities

• Publish bold, differentiated, high-conviction calls that move stocks and set sector narrative.
• Cultivate direct, C-suite relationships with Software company leadership.
• Build, mentor, and lead a team positioned as the authority on Software.
• Design and headline proprietary client events, conferences, and networks.
• Leverage national platform and sales force to expand institutional following.
• Serve as firm ambassador across media with institutional backing.
• Operate with visibility and resources to build a personal franchise.

Skills

Senior research leadership

Institutional relationships

Financial modeling

Equity research

FINRA licenses

Education

Bachelor's degree

MBA

CFA

Tools

Excel

Valuation software

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.

Our Equity Research franchise is one of the most respected and most-quoted on Wall Street. The analysts who sit in this seat do not just publish research, they become the names that CNBC, Bloomberg, and the financial press call first. This is a research platform built for someone who wants to lead a sector and become synonymous with it.

Why Wedbush

Wedbush gives senior analysts something most firms can't: real economics, real autonomy, and a firm-wide commitment to building your personal brand as aggressively as your franchise. This is the seat for a Media savvy, Innovative, and Visionary senior-level Analyst who's ready to stop building someone else's platform and start owning theirs.

The Opportunity

We are seeking a top-tier, established research leader to take the reins of our Software franchise and elevate it to the next level. This is a seat with a proven track record of producing industry-leading, market-moving voices, and we're prepared to make this the most lucrative and highest-visibility Software research seat on the Street.

This role is built for a proven producer: someone with an existing following, an established institutional client base, and the market credibility to walk in and immediately command attention. In return, you get outsized economics, full autonomy over your research franchise, and a firm that will actively invest in building your personal brand alongside your P&L.

What You Will Do

• 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

Experience And Skills

• Bachelor's degree required; advanced degree, MBA, or CFA strongly preferred
• A 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 capabilitiesl>
• 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
• A genuine entrepreneurial mindset: someone who sees this as an opportunity to build a franchise and a personal brand, not just fill a seat
• Intellectual curiosity and commitment to analytical rigor

What We Offer

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.

What Wedbush Offers You

• 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 $250,000. 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.