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 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. This is an excellent opportunity to grow into the finance space. Responsibilities Include, But Are Not Limited To
Assist with strategic planning Utilize data-driven insights to drive strategic decision-making and enhance profitability Perform competitor benchmarking to identify future revenue growth and operational efficiency opportunities Assist with preparing high-quality analytics, financial analysis, and modeling Produce insightful and actionable recommendations for the Executive leadership team Build business intelligence dashboards and key performance indicators, to monitor progress on strategic goals Conduct return on investment and cost-benefit analyses, to assist in prioritizing development project budgets Assist with continuous improvement projects to increase operational efficiency Contribute to several concurrent projects and work effectively as part of a team or individually Keep abreast of industry trends, news, and events Perform other tasks and duties as required and assigned Experience And Skills
Bachelors degree from an accredited university required, preferably in Business or Economics with an emphasis in accounting or finance preferred Financial Services experience and interest in financial markets and investing Demonstrates strong analytical and financial skills Proven self-starter that can work with urgency in a dynamic environment Intellectually curious and detail-oriented Proficient in Microsoft Office (Outlook, Word, PowerPoint) with strong Excel and PowerPoint skills Organized and 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 Experience with Business Intelligence dashboards and data visualizations is a plus 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 $70,000 to $90,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. 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 be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed. Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities. This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. s eq. , Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.
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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. Our team is looking for a sharp Analyst who will support the Strategy and Data Analytics team. This is an excellent opportunity to grow into the finance space. Responsibilities Include, But Are Not Limited To
Assist with strategic planning Utilize data-driven insights to drive strategic decision-making and enhance profitability Perform competitor benchmarking to identify future revenue growth and operational efficiency opportunities Assist with preparing high-quality analytics, financial analysis, and modeling Produce insightful and actionable recommendations for the Executive leadership team Build business intelligence dashboards and key performance indicators, to monitor progress on strategic goals Conduct return on investment and cost-benefit analyses, to assist in prioritizing development project budgets Assist with continuous improvement projects to increase operational efficiency Contribute to several concurrent projects and work effectively as part of a team or individually Keep abreast of industry trends, news, and events Perform other tasks and duties as required and assigned Experience And Skills
Bachelors degree from an accredited university required, preferably in Business or Economics with an emphasis in accounting or finance preferred Financial Services experience and interest in financial markets and investing Demonstrates strong analytical and financial skills Proven self-starter that can work with urgency in a dynamic environment Intellectually curious and detail-oriented Proficient in Microsoft Office (Outlook, Word, PowerPoint) with strong Excel and PowerPoint skills Organized and 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 Experience with Business Intelligence dashboards and data visualizations is a plus 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 $70,000 to $90,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. 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 be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed. Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities. This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. s eq. , Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.
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