Equities Analytics & CRM Specialist

Piper Sandler & Co.; Minneapolis (MN); On-site; USD 70,000 - 80,000; Full time

Job summary

Piper Sandler & Co. in Minneapolis is seeking an Equities Business Analyst or Associate to support CRM, data management, and analytics for the Strategy & Analytics function. You will manage Prism CRM, coordinate meetings, ensure data integrity, and support reporting and platform initiatives.

The role requires a bachelor's degree and strong communication skills, with experience in CRM or data platforms a plus. Salary ranges from $70,000–$80,000 and is eligible for annual incentive compensation.

Qualifications

• Bachelor's degree required; finance, business, or data-related field preferred.
• Strong attention to detail and ability to manage high-volume processes.
• Experience with CRM or data platforms (Salesforce, DealCloud) a plus.
• Advanced Excel skills; PowerPoint for decks/marketing materials.
• Series 7/63 licensing preferred, or willingness to obtain within an agreed timeframe.
• Clear, concise communication with stakeholders across Research, Sales, and Trading.

Responsibilities

• CRM & Account Operations: Manage CRM user lifecycle including onboarding and first-line vendor support.
• Oversee Prism administration: permissions, tiering, regional assignments, and releases.
• Maintain contact and account records, process changes, and bulk updates.
• Coordinate weekly team meetings, monitor research distribution, and analyst outreach lists.
• Data Management & System Operations: Ensure data integrity by identifying duplicates and mapping errors.
• Monitor and resolve data feed issues across connected platforms.
• Work with Compliance and Business Continuity to maintain necessary documentation and processes.
• Provide administrative support for Vendor Systems.
• Business Analytics & Platform Support: Create recurring and ad hoc reports, dashboards, and data pulls.
• Liaise between business lines and Technology to manage platform issues and release coordination.
• Coordinate account meeting logistics, track and reconcile broker votes, and maintain the master votes file.
• Develop internal and external marketing materials and org charts.

Skills

CRM administration

Data management

Excel

PowerPoint

Stakeholder coordination

Education

Bachelor's degree

Tools

Salesforce

DealCloud

Job description

Piper Sandler & Co. in Minneapolis is seeking an Equities Business Analyst or Associate to support CRM, data management, and analytics for the Strategy & Analytics function. You will manage Prism CRM, coordinate meetings, ensure data integrity, and support reporting and platform initiatives.

The role requires a bachelor's degree and strong communication skills, with experience in CRM or data platforms a plus. Salary ranges from $70,000–$80,000 and is eligible for annual incentive compensation.