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Equity Research Associate, Software

Job in New York, New York County, New York, 10075, USA
Listing for: Wedbush Securities
Full Time position
Listed on 2026-10-09
Job specializations:
  • Finance & Banking
    Financial Analyst, Capital Markets
Job Description & How to Apply Below
Location: New York

Job Description 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 80correspondent offices, our commitment to providing relentless,customized service is the foundation of our consistent growth.

Our award-winning Equity Research team is recognized as one of thenation's most respected and most-quoted providers of equity research,delivering in-depth, differentiated coverage across highinformation-flow sectors. We are seeking an Associate to join our New York team to support our Senior Analysts on the Software team.

About This Opportunity This is a rare opportunity to learn the craft of high-conviction,market-moving research from the ground up; building financial models,shaping investment theses, and supporting research that regularlydrives headlines and institutional client decisions.

This role is ideal for a sharp, driven early-career professional whowants more than a back-office modeling job, someone who wants afront-row seat to how differentiated research gets built, published,and delivered to the Street.

What You Will Do Build, update, and maintain detailed financial models across the Software coverage universe

Conduct company, industry, and competitive due diligence tosupport differentiated research calls

Assist in the timely preparation and publication of research reports and notes

Track earnings, industry data, and company disclosures to keepmodels and theses current

Help prepare materials for client meetings, conferences, andexpert network sessions

Interact with corporate management teams, the internal salesforce, and institutional clients

Monitor news flow, competitor coverage, and industry trends tohelp identify differentiated angles

Support the senior analyst's media and public-facing work,including prep for TV appearances and press engagements

Provide general research support and take on additional projects as assigned

Perform other tasks and duties as required and assigned

Experience and Skills Bachelor's degree from an accredited university; degrees orcoursework in finance, computer science, or a related technical field are a plus1+years of relevant experience in financial services, equity research, or a related analytical field

Strong quantitative and analytical skills, with advanced Excel proficiency

Genuine interest in and curiosity about the Software industry and technology markets

Exceptional written and verbal communication skills

Ability to work independently and manage priorities in afast-paced, deadline-driven environment

Strong work ethic, intellectual curiosity, and a self-starter mentality

Comfort working closely with a high-visibility, media-facinganalyst and adapting to a fast-moving public profile

What We Offer 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 andprofit-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…
Position Requirements
10+ Years work experience
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