Senior Analyst, Equity Research AI Infrastructure, Neoclouds & Data Center Buildout
wedbush securitiesChicago, IL
Senior Analyst, Equity Research AI Infrastructure, Neoclouds & Data Center Buildout
wedbush securitiesChicago, IL
31 days ago
Industries
Portfolio Management and Investment AdviceComputing Infrastructure Providers, Data Processing, Web Hosting, and Related ServicesInvestment Banking and Securities IntermediationAbout the role
Job Description:
AI infrastructure sits at the center of nearly every major investmenttheme in the market today; the buildout of neocloud andGPU-as-a-service providers, hyperscale and colocation data centercapacity, power and cooling constraints, and the massive wave ofcapital spending reshaping the technology landscape. This is a rareseat at the table: joining a top-ranked, high-visibility Equity Research franchise that covers the companies building the physicalfoundation 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 & DataCenter Buildout. You will take ownership of the models, shape theindustry views, and deliver the research that institutional investorsrely on to make multi-billion dollar allocation decisions. This is arole for someone who wants their analysis to move markets, not justdescribe them. Wedbush Securities is one of the largest securities firms andinvestment banks in the nation. We provide innovative financialsolutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in LosAngeles, California with over 100 offices and more than 80correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Whether you are a research or banking professional with anestablished track record covering data center infrastructure or cloudcomputing, or an industry veteran ready to trade the operating flooror deal desk for the trading floor, this role offers a genuine path tobecoming a name institutional investors trust with real ownership fromday one. Why Wedbush Analyze the neocloud, hyperscale, and data center companiesbuilding the physical and financial infrastructure of the AI economy Work with seasoned professionals who are recognized thoughtleaders in technology research Gain visibility with institutional investors and corporatemanagement teams Build on your expertise in one of the market's most dynamic andinfluential sectors Contribute research that moves markets and shapes investment decisions
What You Will Do:
As a senior contributor to our AI infrastructure research team, youwill own critical analysis that shapes institutional investment strategies: Own and maintain detailed earnings and valuation models across theneocloud, hyperscale, and data center buildout universe, includingGPU cloud providers, colocation and wholesale data center operators, and the broader capex supply chain Analyze industry trends, capacity growth, power and coolingconstraints, financing structures, contract economics, and the paceof AI compute demand, and translate them into differentiated, actionable investment conclusions Produce weekly and monthly written research publications read byinstitutional investors and internal trading desks, with directauthorship and accountability for the views published Develop marketing materials and represent the team's viewsdirectly to clients and institutional salespeople Build and maintain direct relationships with company managementteams and industry contacts, giving you an insider's view of the sector Directly communicate stock views and industry themes toinstitutional investors, trading desks, and other internalconstituencies, with full visibility and ownership commensurate with seniority Mentor junior team members and contribute to the overall researchprocess and coverage strategy Perform other tasks and duties as required and assigned Experience and Skills Bachelor's degree from an accredited university; advanced degree(MBA, MS) or CFA a plus 5-10+ years of relevant industry experience, preferably innetworking or optical hardware, with a demonstrated track recordcovering the sector from either the sell-side, buy-side, or industry Deep understanding of the neocloud and data center buildoutlandscape, 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 experiencepublishing 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 fast-paced, deadline-driven environment Self-starter who excels both independently and collaboratively, with the ability to own a coverage area and prioritize effectivelywith minimal direction Solid work ethic, positive attitude, and genuine passion fortechnology and markets
What We Offer:
What Wedbush Offers YouAs part of our overall compensation package, Wedbush Securitiesoffers an array of diverse benefits to all our colleagues. We believethat providing competitive benefit options yields the advantageousreward of establishing a healthy and inclusive foundational work culture. Comprehensive medical, dental, and vision coverage with multiplehealth 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 andprofit-sharing contributions Tuition 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 Sponsorship Charitable Donation Matching Contributions Travel & Employee Assistance and Employee Discount Programs Discretionary compensation based on the colleague's and the firm's performance The reasonable estimate of the compensation range for this role hasnot been adjusted for the applicable geographic location.. Areasonable estimate of the current base salary is dependent upon theexperience and level that the successful candidate is hired, and willbe within the range of $175,000-$250,000. Colleagues may be eligiblefor additional, discretionary incentive compensation based on thecolleague's and the firm's performance. At Wedbush, Decisionsregarding compensation are determined on a case-by-case basis and aredependent on a variety of factors including but not limited to skillsets; experience and training; licensure and certifications; and otherbusiness 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, genderidentity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, geneticinformation, family care or medical leave status, or any otherconsideration made unlawful by applicable federal, state, or locallaws, or on the basis that an applicant or Colleague is perceived tohave these characteristics or is associated with someone who isperceived to have these characteristics. WS aims to foster a cultureof inclusion where all Colleagues are valued for their uniquecontributions to the firm as well as provided equal opportunities to succeed. Wedbush uses E-Verify, an Internet-based system, to confirm theeligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilitieshere This position is subject to various laws or regulations that imposerestrictions or prohibitions for employment with Wedbush due tocriminal history. Those laws or regulations include but are notlimited to, the following: Securities Exchange Act of 1934 (SEA) Rule17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.Job Tracking ID: 512079-915794
Job Location: New York, NY San Francisco, CA, Los Angeles, CA, Chicago, IL
Job Level: AnyLevel of Education: AnyJob Type: Full-Time/Regular
Date Updated: 10/06/2026
Years of Experience: AnyStarting Date: ASAP
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JOB OVERVIEW
Experience level
Senior
Location
Chicago, IL
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
31 days ago
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