Software Equity Research Associate: Front-Row Insights

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

Benefits offered by this job

Medical, dental and vision coverage

HSA contributions

FSA options

401(k) matching

Tuition reimbursement

Paid time off

Licensing sponsorship

Travel benefits

Job summary

Wedbush Securities in New York is seeking an Associate to support our Software coverage within the Equity Research team. You will build models, analyze companies, and contribute to differentiated research delivered to institutional clients.

This role offers exposure to high-visibility work, collaboration with senior analysts, and opportunities to publish research that influences market decisions. A strong Excel background and keen analytical mindset are essential.

Qualifications

• Bachelor's degree required; finance/computer science coursework a plus.
• 1+ years of relevant experience in financial services, equity research, or related analytical field.
• Strong quantitative and analytical skills with advanced Excel proficiency.
• Exceptional written and verbal communication skills.

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 timely preparation and publication of research reports and notes.
• Track earnings, industry data, and company disclosures to keep models current.
• Prepare materials for client meetings, conferences, and expert network sessions.
• Interact with corporate management teams, internal sales force, and institutional clients.
• Monitor news flow and industry trends to identify differentiated angles.
• Support senior analyst's media/public-facing work, including prep for TV appearances.

Skills

Excel proficiency

Quantitative analytics

Written and verbal communication

Independent work

Fast-paced environment

Media-facing exposure

Education

Bachelor's degree

Finance or CS coursework

Job description

Wedbush Securities in New York is seeking an Associate to support our Software coverage within the Equity Research team. You will build models, analyze companies, and contribute to differentiated research delivered to institutional clients.

This role offers exposure to high-visibility work, collaboration with senior analysts, and opportunities to publish research that influences market decisions. A strong Excel background and keen analytical mindset are essential.