Senior Analyst, Equity Research AI Infrastructure — Neoclouds & Data Center Buildout

Job DescriptionAI infrastructure sits at the center of nearly every major investment theme in the market today; the buildout of neocloud and GPU-as-a-service providers, hyperscale and colocation data center capacity, power and cooling constraints, and the massive wave of capital spending reshaping the technology landscape. This is a rare 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.We are looking for a Senior Analyst to join our AI Infrastructure Equity Research team, with a primary focus on Neoclouds & Data Center Buildout. You will take ownership of the models, shape the industry views, and deliver the research that institutional investors 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.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.Whether you are a research or banking professional with an established track record covering data center infrastructure or cloud computing, or an industry veteran ready to trade the operating floor or deal desk for the trading floor, this role offers a genuine path to becoming a name institutional investors trust with real ownership from day one.Why WedbushAnalyze the neocloud, hyperscale, and data center companies building the physical and financial infrastructure of the AI economyWork with seasoned professionals who are recognized thought leaders in technology researchGain visibility with institutional investors and corporate management teamsBuild on your expertise in one of the market's most dynamic and influential sectorsContribute research that moves markets and shapes investment decisionsWhat You Will DoAs a senior contributor to our AI infrastructure research team, you will own critical analysis that shapes institutional investment strategies:Own and maintain detailed earnings and valuation models across the neocloud, hyperscale, and data center buildout universe, including GPU cloud providers, colocation and wholesale data center operators, and the broader capex supply chainAnalyze industry trends, capacity growth, power and cooling constraints, financing structures, contract economics, and the pace of AI compute demand, and translate them into differentiated, actionable investment conclusionsProduce weekly and monthly written research publications read by institutional investors and internal trading desks, with direct authorship and accountability for the views publishedDevelop marketing materials and represent the team's views directly to clients and institutional salespeopleBuild and maintain direct relationships with company management teams and industry contacts, giving you an insider's view of the sectorDirectly communicate stock views and industry themes to institutional investors, trading desks, and other internal constituencies, with full visibility and ownership commensurate with seniorityMentor junior team members and contribute to the overall research process and coverage strategyPerform other tasks and duties as required and assignedExperience and SkillsBachelor's degree from an accredited university; advanced degree (MBA, MS) or CFA a plus5-10+ 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 industryDeep understanding of the neocloud and data center buildout landscape, along with an established network of customers, peers, and suppliers you can draw on to identify industry trends ahead of consensusActive FINRA Series 86 and 87 licenses requiredStrong written and verbal communication abilities, with experience publishing research and presenting directly to institutional audiencesHigh fluency in accounting and financial statement analysisSuperior financial modeling skills with demonstrated self-auditing disciplineProven capacity to maintain accuracy in a fast-paced, deadline-driven environmentSelf-starter who excels both independently and collaboratively, with the ability to own a coverage area and prioritize effectively with minimal directionSolid work ethic, positive attitude, and genuine passion for technology and marketsWhat We OfferWhat Wedbush Offers YouAs 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 optionsHealth Savings Account (HSA) with company-sponsored contributionsFlexible Spending Accounts (FSA) traditional and dependent carePre-Tax Commuter Benefits401(k) Plan: competitive discretionary company matching and profit-sharing contributionsTuition reimbursement ($5,250 max per year)Paid Vacation, Sick Time, Holidays, Volunteer Time OffPaid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.FINRA and Professional License SponsorshipCharitable Donation Matching ContributionsTravel & Employee Assistance and Employee Discount ProgramsDiscretionary compensation based on the colleague's and the firm's performanceThe reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. . A reasonable estimate of the current base salary is dependent upon the experience and level that the successful candidate is hired, and will be within the range of $175,000-$250,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. At Wedbush, 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 here 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. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.Job Tracking ID: 512079-914421Job Location: New York, NY San Francisco, CA,Los Angeles, CA,Chicago, ILJob Level: AnyLevel of Education: AnyJob Type: Full-Time/RegularDate Updated: 08/17/2026Years of Experience: AnyStarting Date: ASAP