Large

Since our founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.


Finance

Wedbush Securities

Leading with Innovation, Stability, and Experience.

You must be enrolled in a finance-related major, proficient in Excel and Python, possess strong organizational and presentation skills, and excel in a fast-paced team environment.

You will conduct client presentations, perform database tasks, assist with audits, support monthly billing, contribute to onboarding projects, and handle additional assigned duties.

Business, Operations & Strategy

Banking & Finance

Chicago

<div>Job Description: 
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 &amp; 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 Multi Asset Prime Services division is looking for an intern to join our Business Supervision team for the summer. This position will work hybrid from our Chicago, Illinois office.
Responsibilities include, but are not limited to:<ul><li>
Conduct client presentations, covering financial statements, portal navigation, and form usage to facilitate clear communication</li><li>
Perform database tasks, including developing FAQs and performing Salesforce cleanup to improve system organization</li><li>
Assist with auditing clients, including Direct Market Access (DMA) clients, exchanges, and Independent Software Vendors (ISVs), identifying areas for improvement</li><li>
Provide monthly billing support, handling bill allocation and verifying accurate invoicing</li><li>
Contribute to onboarding projects and new exchange connectivity to streamline integrations</li><li>
Perform other duties and tasks as required and assigned</li></ul> 
Experience and Skills:<ul><li>
Must be enrolled in an accredited university, preferably pursuing a major in finance, economics, or a related field</li><li>
Proficiency in Microsoft Excel (VLOOKUPs and Macros) and Python preferred</li><li>
Professional presentation skills and ability to effectively interact with all organizational levels</li><li>
Strong organizational skills and the ability to prioritize daily workflow</li><li>
High degree of accuracy and attention to detail</li><li>
Ability to work in a fast-paced team environment</li></ul> 

Job Benefits:
Wedbush Securities (WS) aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm provided equal opportunities to succeed.
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $20.00/hr. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs.
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?? https://www.e-verify.gov/employees/e-verify-overview
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.
 
 
From: Wedbush Securities</div>

Job Description:
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 Multi Asset Prime Services division is looking for an intern to join our Business Supervision team for the summer. This position will work hybrid from our Chicago, Illinois office.
Responsibilities include, but are not limited to:
Conduct client presentations, covering financial statements, portal navigation, and form usage to facilitate clear communication
Perform database tasks, including developing FAQs and performing Salesforce cleanup to improve system organization
Assist with auditing clients, including Direct Market Access (DMA) clients, exchanges, and Independent Software Vendors (ISVs), identifying areas for improvement
Provide monthly billing support, handling bill allocation and verifying accurate invoicing
Contribute to onboarding projects and new exchange connectivity to streamline integrations
Perform other duties and tasks as required and assigned
Experience and Skills:
Must be enrolled in an accredited university, preferably pursuing a major in finance, economics, or a related field
Proficiency in Microsoft Excel (VLOOKUPs and Macros) and Python preferred
Professional presentation skills and ability to effectively interact with all organizational levels
Strong organizational skills and the ability to prioritize daily workflow
High degree of accuracy and attention to detail
Ability to work in a fast-paced team environment

Job Benefits:
Wedbush Securities (WS) aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm provided equal opportunities to succeed.
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $20.00/hr. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs.
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?? https://www.e-verify.gov/employees/e-verify-overview
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.


From: Wedbush Securities

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