Equities Business Analyst or Associate

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

Job summary

Piper Sandler & Co. in Minneapolis seeks an Equities Business Analyst or Associate to provide operations, CRM, and data-management support for the Strategy & Analytics function.

You will administer the CRM platform Prism, coordinate meetings, ensure data integrity across systems, and assist with reporting, compliance, and business continuity. The role emphasizes high-volume, process-driven work to enable the team to focus on analytics and strategy.

Qualifications

• Bachelor's degree in finance, business, or data-related field.
• 0-3 years of experience in financial services operations, CRM administration, or data management.
• High attention to detail with ability to manage high-volume, recurring processes.
• Working knowledge of CRM or data platforms (Salesforce, DealCloud) a plus.
• Strong Excel and PowerPoint skills; Series 7/63 licensing preferred or willing to obtain.

Responsibilities

• Manage full lifecycle of CRM user management including onboarding, training, and first-line vendor support.
• Oversee Prism administration, permissions, tiering, regional assignments, and system releases.
• Maintain contact and account records, map accounts across systems, and perform bulk updates.
• Manage daily team operations, weekly meetings, and research distribution oversight.
• Create recurring and ad hoc reporting, dashboards, and data pulls for leadership.
• Coordinate between Research, Sales, and Trading on platform issues and enhancements.
• Track broker votes and maintain the master votes file.
• Develop internal and external marketing materials and update org charts/website content.

Skills

CRM administration

Data management

Excel

PowerPoint

Communication

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

DealCloud

Job description

Equities Business Analyst or Associate (Finance)

Job Description

At Piper Sandler, we connect capital with opportunity to build a better future.

We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.

We are currently looking for an Equities Business Analyst or Associate to join our team in the Minneapolis office.

This role provides the operational, CRM, and data-management backbone that enables the Strategy & Analytics function to operate efficiently. The Analyst/Associate manages the day-to-day administration of the CRM platform (Prism), coordinates account meeting logistics, maintains accurate and reliable data across systems, and supports business continuity, compliance, and ad hoc reporting needs across Research, Sales, and Trading. The role is responsible for executing high-volume, recurring, and process-driven work, allowing the broader team to focus on strategy, analytics, and business management.

The ideal candidate is highly organized, detail-oriented, and comfortable managing high-volume, process-driven work while identifying opportunities to improve data quality, streamline workflows, and enhance the effectiveness of business systems.

Key Responsibilities

CRM & Account Operations

• Manage the full lifecycle of CRM user management, including new-hire onboarding, training program development, and first-line support for vendor systems.
• Oversee Prism administration, including permissions, tiering, regional assignments, super-account management, and the coordination of system releases.
• Maintain contact and account records, process coverage changes, manage account mapping across systems, and handle bulk updates and distribution list maintenance.
• Manage daily team operations, including running weekly meetings, overseeing the shared team inbox, and monitoring research distribution and analyst outreach lists.

Data Management & System Operations

• Ensure data integrity across all platforms by identifying and resolving duplicates, mapping errors, and email bounce issues while maintaining ongoing hygiene standards.
• Monitor and resolve data feed issues across connected platforms to ensure seamless system integration.
• Work with Compliance and Business Continuity teams to maintain necessary documentation and processes.
• Provide administrative support for Vendor Systems.

Business Analytics & Platform Support

• Support Equities leadership through the creation of recurring and ad hoc reporting, business performance dashboards, and analytical data pulls.
• Serve as the primary liaison between business lines and Technology to manage platform issues, enhancement requests, and release coordination.
• Coordinate account meeting logistics, track and reconcile broker votes, and maintain the master votes file.
• Develop internal and external marketing materials, maintain organizational charts, and website content.

Qualifications

• Bachelor's degree required; finance, business, or data-related field preferred
• 0-3 years of experience in financial services operations, CRM administration, or data management
• High attention to detail and comfort managing high-volume, recurring processes
• Working knowledge of CRM or data platforms (e.g., Salesforce, DealCloud, or similar) a plus
• Strong Excel skills; PowerPoint proficiency for deck and marketing material support
• Series 7/63 licensing is preferred, or willingness to obtain within an agreed timeframe
• Clear, concise, and professional communication skills with the ability to coordinate effectively with stakeholders across Research, Sales, and Trading

In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. We are a market maker and/or transact in 2,500 securities, offering traditional, algorithmic and program trading approaches. Our 50+ senior analysts produce industry-leading, deep-sector research on more than 1,000 stocks under coverage, including one of the largest small/mid cap coverage universes on the Street. We empower our investors with focused, best-in-class macro research. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments. Learn more about our equities team here .

The anticipated starting salary range for individuals expressing interest in this position is $70,000 - $80,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.