Registered Client Service Associate

Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Investment Banking & Capital Markets, and Multi Asset Clearing and 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 team is looking for a sharp Analyst who will support the Strategy and Data Analytics team. The Business Intelligence Analyst position is responsible for delivering data-driven insights, to help drive firmwide strategic initiatives.

Responsibilities include, but are not limited to:

* Utilize data-driven insights to drive strategic decision-making and enhance profitability

* Identify data analytics and key performance indicators that are needed to monitor progress on strategic goals

* Liaise with subject matter experts to document and prioritize data requirements

* Conduct return on investment and cost-benefit analyses, to assist in prioritizing development project budgets

* Work closely with IT colleagues to develop, test and implement high quality dashboards

* Assist with preparing high-quality ad hoc analytics, financial analysis, and modeling

* Assist with continuous improvement projects to increase operational efficiency

* Manage several concurrent projects and work effectively as part of a team or individually

* Keep abreast of industry trends, news, and events

* Perform other duties as required and assigned

Experience and Skills

* Bachelor's Degree from an accredited university

* Financial Services experience and interest in financial markets and investing

* Experience with data visualizations

* Data Analytics experience preferred

* Experience with Microsoft Power BI or other business intelligence software would be a significant plus

* Demonstrates strong analytical and financial skills

* Proven self-starter that can work with urgency in a dynamic environment and is Intellectually curious

* Proficient in Microsoft Office (Outlook, Word, PowerPoint) with strong Excel and PowerPoint skills

* Detail-oriented and organized, able to multi-task and manage multiple projects and competing priorities without sacrificing accuracy or efficiency

* Exceptional verbal and written communication skills

* Strong analytical, problem-solving, and critical-thinking skills

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.

* 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 (Parental Bonding, Military, Jury Duty, Volunteer Time Off, Disability, etc.)

* FINRA License Sponsorship

* Travel & Employee Assistance and Employee Discount Programs

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 $65,000 to $80,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. At Wedbush, it is not typical for an individual to be hired at, or near, the top of the range for their role.

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…