Data Analytics Analyst- Equity Sales

Page Mechanical Group, Inc.; San Francisco, Northern (CA, KY); On-site; USD 80,000 - 120,000; Full time

Job summary

Wolfe Research, a premier independent sell-side research firm, seeks a Data Analytics Analyst- Equity Sales. You will own Salesforce CRM, build dashboards, and analyze client and sales data to drive strategy. Expect collaboration with senior managers and handling confidential information.

The role emphasizes data-driven insights, Excel-based financial models, and the use of AI tools to streamline research and reporting. Competitive compensation and benefits are offered.

Qualifications

• Bachelor's degree in a technical or quantitative field with strong GPA.
• Proficiency in Python and/or R.
• Proficiency in prompt engineering and agentic coding systems like Claude Code and Codex.
• Experience automating data pipelines for exploratory data analysis on large datasets.
• Hands-on Salesforce CRM including reports and dashboards; certification a plus.
• Advanced Excel skills (PivotTables, VLOOKUP, macros) and MS Office.
• Strong analytical and communication skills; able to present to senior stakeholders.
• Interest in financial markets, familiarity with equity markets.

Responsibilities

• Own and manage Salesforce CRM — maintain records, track engagement, build reports and ensure data integrity.
• Design and maintain Salesforce dashboards/reports to surface client trends and metrics.
• Analyze CRM and internal data to identify patterns and revenue opportunities.
• Propose standards for data cleaning and token usage across sales desks.
• Build and maintain Excel-based financial models and revenue forecasts.
• Translate data findings into concise summaries and presentations for leadership.
• Collaborate with sales to improve CRM adoption, data hygiene, and reporting workflows.
• Maintain confidentiality of sensitive client and firm information.
• Participate in ad hoc projects to improve data capabilities of the sales team.
• Leverage AI tools to streamline research and communications.

Skills

Data analysis

Analytical mindset

Communication

Education

Bachelor's degree in CS/DS/Math/Statistics/Finance/Engineering

Tools

Salesforce CRM

Excel

PowerPoint

Python

R

Claude Code / Codex

Job description

The Global Head of Sales is looking for a confident, motivated, and detail-oriented Data Analytics Analyst- Equity Sales with strong prompting Skill with AI and high aptitude with Excel. Applicants should be able to work in a fast-paced, growing dynamic environment, where they will develop a strong understanding of finance, client relationship management, and data-driven sales practices. The successful candidate will have the ability to independently organize, analyze, and execute data projects. Prior experience with Excel and PowerPoint is required, including the ability to build dashboards, chart trends, and use pivot tables. Knowledge of Salesforce CRM is not required but useful. The candidate will be intimately involved in the preparation, planning and strategy around client negotiations for payment.

The Data Analytics Analyst will work directly with the Global Head of Sales and other senior managers, supporting core strategic initiatives through data analysis, CRM management using Salesforce, and business development insights. Within this role, the associate will frequently be entrusted with sensitive information, requiring a high degree of confidentiality. The associate will play a central role in maintaining data integrity across the firm\'s client and sales platforms.

Responsibilities:

• Own and manage the firm\'s Salesforce CRM — maintaining accurate client records, tracking engagement activity, building reports, and ensuring data integrity across accounts and contacts
• Design and maintain Salesforce dashboards and reports to surface client trends, pipeline activity, and business development metrics for senior leadership
• Analyze CRM and internal database data to identify patterns in client behavior, coverage gaps, and revenue opportunities
• Readiness to propose standards for efficient token usage and data cleaning practices across the Sales desk
• Capacity for succinct quantitative and entrepreneurial storytelling: presenting technical deliverables to nontechnical audiences, augmenting business model canvases through market research, and strengthening long-term client relationships with data-driven insights
• Build and maintain Excel-based financial models, revenue forecasts, and sales performance trackers using pivot tables, VLOOKUPs, and macros
• Translate data findings into clear, concise summaries and presentations for the Global Head of Sales and senior managers
• Collaborate with the sales team to improve CRM adoption, data hygiene, and reporting workflows
• Maintain confidentiality with highly sensitive client and firm information
• Participate in ad hoc projects to improve the operations and data capabilities of the greater sales team
• Leverage AI tools (such as Claude, ChatGPT, or equivalent) to streamline research, summarize client data, draft communications, and improve overall workflow efficiency
• Identify opportunities to incorporate AI-assisted analysis into recurring reporting and sales operations tasks

Requirements:

• 2026 Grad or 1-4 years experience with a Bachelor\'s degree in a technical or quantitative field — such as Computer Science, Data Science, Mathematics, Statistics, Finance, or Engineering — from an accredited college/university with a strong academic track record (minimum 3.5 GPA)
• Proficiency in Python and/or R
• Proficiency in prompt engineering and agentic coding systems like Claude Code and Codex with clear demonstration of professional supervised generation (not vibe coding)
• Experience automating data pipelines for exploratory data analysis (EDA) of sensitive and large data sets
• Hands-on experience with Salesforce CRM — including report building, dashboard creation, and data management; Salesforce certification a plus
• Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, macros, financial modeling) and Microsoft Office (PowerPoint, Outlook, Word)
• Strong analytical mindset with the ability to synthesize data into actionable insights
• Excellent written and oral communication skills — able to present findings clearly to senior stakeholders
• High degree of motivation, attention to detail, and professional urgency
• Strong organizational skills and ability to manage competing priorities independently
• General interest in financial markets, with familiarity in equity markets and the institutional equities space

At Wolfe Research we feel passionately about equal pay for equal work and pay transparency is an integral practice for that. The compensation for this role is market competitive with a base salary range of $80,000-$120,000. We intend to offer the selected candidate a base salary within this range, based on non-discriminatory factors including but not limited to skill set, job-related experience, and location. In addition, we offer an annual discretionary incentive bonus and competitive employee benefits including: medical, dental and vision coverage; life, accident and disability insurance. Wolfe also offers paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.

About Wolfe

Wolfe Research, LLC is a premier independent sell-side research firm with a commitment to best-in-class content and ongoing strategic growth. We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.

The firm has established a leading reputation for sector and macro research. Our QES product provides leading stock selection models, cutting edge portfolio analytics and hedging tools, highly ranked ESG product, and back-tested alternative data. Wolfe Research\’s analysts were voted #6 on a weighted basis for equity research during 2024 by institutional clients in the prestigious “Extel” (formerly Institutional Investor) All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers.

We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.

For more information about Wolfe Research, please visit us at:www.wolferesearch.com

Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics. At Wolfe Research, we strive to be the place where a diverse mix of talented people want to come, to stay and do their best work. We pride ourselves on bringing integrity and objectiveness to our research process and we know our company{\'s} biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees. We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.