Equities Business Analyst or Associate

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

Job summary

Piper Sandler in Minneapolis is seeking an Equities Business Analyst/Associate to support CRM, data-management, and analytics across Research, Sales, and Trading. You will manage Prism CRM operations, ensure data integrity, and coordinate meetings, with a strong focus on process improvement and stakeholder collaboration.

The role emphasizes high-volume, process-driven work, attention to detail, and the ability to build reports and dashboards for leadership.

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.
• 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 with stakeholders across Research, Sales, and Trading.

Responsibilities

• CRM & Account Operations: manage lifecycle of CRM users, onboarding, training, and support; oversee Prism administration; maintain contact and account records; manage weekly meetings and team inbox.
• Data Management & System Operations: ensure data integrity, resolve duplicates, map errors, resolve data feed issues; support compliance and business continuity documentation.
• Business Analytics & Platform Support: create recurring/ad hoc reports and dashboards; coordinate between business lines and Technology; manage broker votes and marketing materials.

Skills

CRM administration

Data management

Communication

Education

Bachelor's degree in finance, business, or data-related field

Tools

Salesforce

DealCloud

Excel

PowerPoint

Job description

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 OperationsManage 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 OperationsEnsure 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 SupportSupport 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 preferred0–3 years of experience in financial services operations, CRM administration, or data managementHigh attention to detail and comfort managing high-volume, recurring processesWorking knowledge of CRM or data platforms (e.g., Salesforce, DealCloud, or similar) a plusStrong Excel skills; PowerPoint proficiency for deck and marketing material supportSeries 7/63 licensing is preferred, or willingness to obtain within an agreed timeframeClear, concise, and professional communication skills with the ability to coordinate effectively with stakeholders across Research, Sales, and TradingIn 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.#LI-AH1