Senior Analyst, Equity Research; Semiconductors) Networking & Optical Equipment

• Job Tracking :
• Job Location
  :
  
  New York, NY
  San Francisco, CA,
  Los Angeles, CA,
  Chicago, IL

We are looking for a Senior Analyst to join our Semiconductor and Hardware Equity Research team, with a primary focus on Networking& Optical Equipment. You will take ownership of the models, shapethe industry views, and deliver the research that institutionalinvestors 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.

Networking and optical equipment sit at the center of nearly every major investment theme in the market today; AI infrastructure, thedata center buildout, hyperscale interconnect, 5G/next-gen wireless,and the broader expansion of cloud and telecom networks. This is arare 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.

Whether you are a research or banking professional with an established track record covering networking or optical hardware, oran industry veteran ready to trade the product roadmap for the trading floor, this role offers a genuine path to becoming a name institutional investors trust with real ownership from day one.

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.

Why Wedbush

• Analyze the networking, optical, and hardware companies driving AI infrastructure, cloud computing, hyperscale data centers, andnext-generation connectivity
• Work with seasoned professionals who are recognized 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

What You Will Do

As a senior contributor to our semiconductors/hardware research team,you will own critical analysis that shapes institutional investment strategies:

• Own and maintain detailed earnings and valuation models across the networking and optical equipment universe, including switching/routing, optical components and modules, and data center interconnect
• Analyze industry trends - bandwidth growth, capex cycles,end-demand, and technology transitions such as AI networking fabrics, co-packaged optics, and next-gen interconnect speeds - 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 internalconstituencies, 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 sector from either the sell-side, buy-side, or industry
• Deep understanding of the networking and optical equipment landscape, along with an established network of customers, peers,and suppliers you can draw on to identify industry trends ahead of consensus
• Active FINRA Series 86 and 87 licenses required
• Strong written and verbal communication abilities, with experience publishing research and presenting directly to institutional audiences
• High fluency in accounting and financial statement analysis
• Superior financial modeling skills with demonstrated self-auditing discipline
• Proven capacity to maintain accuracy in a…