Cost Basis And Tax Reporting Analyst (Contract)

Wedbush Morgan Securities Los Angeles , CA 90009

Posted 11 months ago

Wedbush Securities is one of the largest privately-held, full-service investment banking and brokerage firms in the nation, and Consumer/Retail has long been an area of focus for the firm (investment banking, equity research, sales and trading). The Consumer/Retail Investment Banking group at Wedbush is seeking an experienced Managing Director to take on a key leadership role in transaction origination. The ideal candidate will have an entrepreneurial spirit and a track record of revenue generation.

Responsibilities include, but are not limited to:

  • Initiate new client relationships and expand the Wedbush franchise within the consumer, retail and/or eCommerce sectors

  • Engage in marketing activities with existing and new potential clients and manage deal pipeline

  • Oversee all aspects of transaction life cycle: client sourcing, marketing, due diligence, negotiation, documentation and closing

  • Develop strong internal relations with various departments to maximize firm-wide success and profitability

  • Maintain professional image of the company

  • Mentor, lead and develop team members

Experience and Skills

  • BA/BS required; MBA, CFA, CPA or other advanced degrees/credentials desirable

  • 10+ years of experience within the consumer/retail sector at a nationally recognized investment banking firm (including significant origination and execution experience with both M&A and public financing transactions)

  • FINRA Series 79 required; Series 24 preferred

  • Proven track record with increasing responsibilities of lead generation

  • Exceptional interpersonal communication skills with an ability to bring in new clients

  • Self-driven with ability to work independently

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Cost Basis And Tax Reporting Analyst (Contract)

Wedbush Morgan Securities