Analyst, Strategy & Data Analytics

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

• 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