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. The position is responsible for preparing data-driven insights and Power BI dashboards, to assist with strategic planning and enhance profitability.This is an excellent opportunity to grow into the finance space.
Utilize data-driven insights to drive strategic decision-making and enhance profitability
Design & develop business intelligence dashboards and key performance indicators, to monitor progress on strategic goals
Produce insightful and actionable recommendations for the Executive leadership team
Perform competitor benchmarking to identify future revenue growth and operational efficiency opportunities
Assist with preparing high-quality analytics, financial analysis, and modeling
Assist with strategic planning
Conduct return on investment and cost-benefit analyses, to assist in prioritizing development project budgets
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
Required Experience
Bachelors Degree from an accredited University in Business, Finance, Economics or Accounting preferred
Advanced Power BI skills
Experience with data visualizations
Proficient in Microsoft Office (Outlook, Word, PowerPoint) with strong Excel and PowerPoint skills
Proficient at financial modeling and demonstrates strong analytical and financial skills
Proven self-starter that can work with urgency in a dynamic environment
Financial Services experience preferred
Interest in financial markets and investing
Intellectually curious
Organized and able to multi-task and manage multiple projects and competing priorities without sacrificing accuracy or efficiency
Detail-oriented
Exceptional verbal and written communication skills
Strong analytical, problem-solving, and critical-thinking skills
Benefits
As part of the overall compensation package, Wedbush Securities (WS) offers an array of diverse benefits to our Colleagues.
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 and profit-sharing contributions
Tuition reimbursement ($5,250 max per year)
Paid Sick Time, Holidays, Volunteer Time Off
Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
FINRA and Professional License Sponsorship
Charitable Donation Matching Contributions
Travel & Employee Assistance and Employee Discount Programs
Discretionary compensation based on the colleague's and the firm's performance
Applications will be accepted until the position is filled. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the current hiring range is $65,000-$80,000.
At Wedbush, we recognize that a diverse and inclusive workforce drives innovation, results in higher Colleague satisfaction, fosters superior client service, and adds meaningful value for stakeholders. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm and 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 here https://www.e-verify.gov/employees/e-verify-overview
Keyword: Strategy
Seniority level
Entry level
Employment type
Full-time
Job function
Business Development and Sales
Industries
Financial Services
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