Investment Banking Summer Analyst 2026

Wedbush Morgan Securities•New York, NY

76d

About The Position

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. As Senior Vice President, Corporate Access, you will lead the strategic planning, management, and flawless execution of all equity capital markets events. You'll be the architect behind our high-impact conferences, non-deal roadshows (NDRs), bus tours, analyst marketing trips, and bespoke investor functions, while bringing together senior corporate leaders, institutional investors, and Wedbush professionals. Why Join Us: At Wedbush, you'll be part of a dynamic, entrepreneurial culture that rewards initiative and innovation. We offer competitive compensation, comprehensive benefits, and the opportunity to shape one of the industry's most respected corporate access platforms. If you're passionate about creating high-impact investor experiences and driving meaningful connections in the capital markets, we want to meet you. In this high-visibility role, you will manage critical relationships with company management teams and investor relations professionals, while collaborating internally across Research, Investment Banking, Sales & Trading, and Operations. You will ensure that every event reflects the firm's commitment to excellence and deep market connectivity.

Requirements

Bachelor's degree required; MBA or relevant graduate degree preferred
10+ years of experience in corporate access, investor relations, capital markets, or related financial services event management
Proven success managing high-level corporate access programs and C-suite relationships
Strong financial acumen with experience in accounting, budgeting, and reconciliation
Expert proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Exceptional organizational and multitasking skills with meticulous attention to detail
Excellent communication and presentation abilities, with the confidence to engage senior executives and investors
Collaborative leadership style and the ability to build strong cross-functional partnerships

Responsibilities

Oversee the full lifecycle of corporate access events; from concept to execution, including multi-day conferences, networking events, NDRs, and analyst marketing trips
Serve as the primary liaison with company management and investor relations teams, fostering long-term, trusted relationships
Manage internal coordination across Analysts, Investment Banking, Sales & Trading, and Accounts Payable to ensure seamless event delivery
Drive the creative direction of marketing materials, invitations, and event branding to align with the firm's image and market leadership
Manage and optimize CRM and event platforms (e.g., MeetMax) to coordinate schedules and track engagement
Conduct venue diligence, manage vendor relationships, negotiate contracts, and ensure all events are delivered on time and within budget
Monitor legal and regulatory compliance across all activities
Reconcile budgets, invoices, and post-event reporting for senior management
Lead, mentor, and inspire a team dedicated to creating exceptional client experiences
Perform other tasks and duties as required and assigned

Benefits

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