Senior Analyst, Equity Research AI Infrastructure, Neoclouds & Data Center Buildout

Job Description

AI infrastructure sits at the center of nearly every major investment theme in the market today; the buildout of neocloud and GPU-as-a-service providers, hyperscale and colocation data centre capacity, power and cooling constraints, and the massive wave of capital spending reshaping the technology landscape. This is a rare seat at the table: joining a top-ranked, high-visibility Equity Research franchise that covers the companies building the physical foundation of the AI economy.

AI infrastructure sits at the center of nearly every major investment theme in the market today; the buildout of neocloud and GPU-as-a-service providers, hyperscale and colocation data centre capacity, power and cooling constraints, and the massive wave of capital spending reshaping the technology landscape. This is a rare seat at the table: joining a top-ranked, high-visibility Equity Research franchise that covers the companies building the physical foundation of the AI economy.

We are looking for a Senior Analyst to join our AI Infrastructure Equity Research team, with a primary focus on Neoclouds & Data Centre Buildout. You will take ownership of the models, shape the industry views, and deliver the research that institutional investors rely on to make multi‑billion dollar allocation decisions. This is a role for someone who wants their analysis to move markets, not just describe them.

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.

Whether you are a research or banking professional with an established track record covering data centre infrastructure or cloud computing, or an industry veteran ready to trade the operating floor or deal desk for the trading floor, this role offers a genuine path to becoming a name institutional investors trust with real ownership from day one.

• Analyze the neocloud, hyperscale, and data centre companies building the physical and financial infrastructure of the AI economy
• Work with seasoned professionals who are recognised thought leaders in technology research
• Gain visibility with institutional investors and corporate management teams
• Build on your expertise in one of the market's most dynamic and influential sectors
• Contribute research that moves markets and shapes investment decisions

• Own and maintain detailed earnings and valuation models across the neocloud, hyperscale, and data centre buildout universe, including GPU cloud providers, colocation and wholesale data centre operators, and the broader capex supply chain
• Analyze industry trends, capacity growth, power and cooling constraints, financing structures, contract economics, and the pace of AI compute demand, and translate them into differentiated, actionable investment conclusions
• Produce weekly and monthly written research publications read by institutional investors and internal trading desks, with direct authorship and accountability for the views published
• Develop marketing materials and represent the team's views directly to clients and institutional salespeople
• Build and maintain direct relationships with company management teams and industry contacts, giving you an insider's view of the sector
• Directly communicate stock views and industry themes to institutional investors, trading desks, and other internal constituencies, with full visibility and ownership commensurate with seniority
• Mentor junior team members and contribute to the overall research process and coverage strategy
• Perform other tasks and duties as required and assigned

• Bachelor's degree from an accredited university; advanced degree (MBA, MS) or CFA a plus
• 5-10+ years of relevant industry experience, preferably in networking or optical hardware, with a demonstrated track record covering the…