Equities CRM & Data Operations Analyst

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

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.