Wedbush Securities

Senior Analyst, Equity Research - Software

Wedbush Securities$250K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; advanced degree, MBA, or CFA strongly preferred.
  • Proven senior-level research producer with an established following among institutional investors.
  • Deep expertise in the Software sector with a history of bold, market-moving calls.
  • Strong institutional client relationships with top rankings in recognized surveys (e.g., Institutional Investor).
  • Significant sell-side or buy-side Equity Research experience with robust analytical skills.
  • Active FINRA Series 86 and 87 licenses required.
  • Exceptional communication skills for engaging in various settings, including media appearances.

Responsibilities

  • Publish high-conviction, differentiated research that influences market movements.
  • Cultivate relationships with C-suite executives and key management teams in Software.
  • Build and lead a high-performing research team recognized as the authority in Software.
  • Design and lead proprietary client events that attract major institutional participants.
  • Leverage the firm's resources to enhance both the franchise and personal brand.
  • Act as a firm ambassador in various public forums, representing the firm's vision in media and conferences.
  • Utilize the firm's support to operate as a top analyst, maximizing visibility and impact.

Benefits

  • Comprehensive medical, dental, and vision coverage with multiple health plan options.
  • Health Savings Account (HSA) with company contributions.
  • 401(k) Plan with competitive matching and profit-sharing contributions.
  • Tuition reimbursement up to $5,250 annually.
  • Paid time off, including vacation, sick leave, and holidays.
  • FINRA and professional license sponsorship provided.
  • Charitable donation matching contributions.
Full Job Description
Job Description

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 capabilities
  • 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


Job Benefits
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 $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.

About Wedbush Securities

Wedbush Securities is a financial services firm that provides investment banking, brokerage, and advisory services to clients in the United States and internationally. The company was founded in 1955 and is headquartered in Los Angeles, California. Wedbush Securities offers a wide range of services, including equity research, institutional sales and trading, wealth management, and investment banking. The company has a strong reputation for its expertise in the technology, healthcare, and consumer sectors. Wedbush Securities is a subsidiary of Wedbush, Inc., which is a privately held financial services holding company.
Learn more about Wedbush Securities
Size
1,000 employees
Industry

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