Equities Business Analyst or Associate

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

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.

#LI-AH1 Welcome to Piper Sandler Careers! One of the fastest-growing investment banks in the U.S. We connect capital with opportunity to build a better future. We enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.