Job DescriptionOur team is looking for a Financial Engineering Analyst who has the talent of a vigilant data miner, the mindset of an innovative strategic analyst, and an insatiable passion for the financial services industry. In this data-driven role, the Analyst will be empowered to create new businesses, transform how financial decisions are made, and explore new evolving market opportunities in real time. This role is for a steadfast problem solver who can immediately respond to the ever-changing landscape of the market with actionable solutions that resolve pressing problems for our clients, stakeholders, and the firm.
Responsibilities include, but are not limited to:
- Develop and implement plans for Wedbush Securities and Wedbush Financial Services corporate strategy, including but not limited to: (i) mergers and acquisitions, (ii) the financing of Wedbush and its affiliates, (iii) product development, (iv) global and national expansion and (v) corporate structure and governance
- Enhance the Wedbush Electronic Order System (EOS) that supports investment banking across a variety of sectors, products and execution services (trade and settlement) through budgeting, maintenance of department books and records, and upholding Wedbush policies and procedures
- Coordinate and implement business development and investment banking mandates
- Perform financial modeling including M&A, valuation, derivative, trading and risk modeling, quantitative analysis for at-the-market offerings, repurchase programs and proprietary position trading
- Conduct financial assessments of private and public companies
- Research industries, regulations, tax and other related qualitative factors that impact the financial condition of a company
- Conduct SWOT analysis and environmental scans
- Build solutions in investment banking by developing and managing algorithmic trading strategies
- Perform internal audit, quality of earnings, forensic accounting and PE/VC level due diligence, contract risk assessment and quantitative interpretation
- Market other investment banking and capital market services and securities
- Manage and develop marketing and sales pipeline
- Perform other duties as required and assigned
Experience and Skills- Bachelor's Degree from an accredited university, preferably in Business, Economics, Finance or related field required
- Masters or PhD in a STEM area, financial engineering, accounting or finance preferred
- FINRA Series 7, 63, 57 and 79 licenses (will sponsor)
- Vigilant data historian, keeper and interpreter with previous experience working with large data sets
- Programming experience Visual Basic, SQL, C++, Java, or Python highly preferred
- Past experience with quantitative research and developing large, scalable systems preferred
- Prior trading or sales experience and/or investment banking experience and/or audit
- A strong interest, curiosity, and desire to learn and understand how the financial markets operate and are regulated
- High energy and intellectually curious candidate that is solutions-oriented and motivated to hit metrics under tight deadlines
- Highly versatile and organized skillset willing and able to tackle a variety of tasks aligned with the sensitivity, understanding and flexibility to manage select milestones that may cause tasks to operate in series
- Ability to develop strategies that effectively achieve goals and objectives within a regulatory framework
- Ability to interact with a wide variety of clientele, colleagues and professionals with different skillsets, objectives, motivations and mandates
- Ability to deliver information appropriately scaled and deciphered for the receiver
- Excellent business oriented analytical and writing skills; strong proficiency with modelling
- Self-driven with ability to work independently/remotely under pressure, but possessing strong collaborative and interpersonal skills
- Exceptional interpersonal communication skills
Job BenefitsWedbush Securities offers robust benefits to our colleagues.
- Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
- Health Savings Account with company-sponsored contributions
- Flexible Spending Accounts (FSA) traditional and dependent care
- Pre-Tax Commuter Benefits
- 401(k) plan with discretionary, competitive company matching and profit-sharing contributions
- Tuition reimbursement up to $5,250/year
- 3 weeks of Paid Time Off
- 2 weeks of Paid Sick Time (may vary by location)
- 10 Paid Holidays
- Charitable Donation Matching Contributions
- Paid Leave (Military, Jury Duty, Volunteer Time Off, Disability, etc.)
- FINRA License Sponsorship
- Travel & Employee Assistance and Employee Discount Programs
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. The hiring salary range for this role is $85,000-100,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance.
