Equities CRM & Data Operations Analyst

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

Job summary

Piper Sandler Companies in Minneapolis is seeking an Equities Business Analyst or Associate to join our team. You will manage CRM operations, oversee Prism administration, and ensure data integrity across systems while supporting research, sales, and trading teams.

You will contribute to business analytics, develop dashboards, coordinate meetings, and maintain master files and distribution lists, enabling the equities desk to operate efficiently in a fast-paced environment.

Qualifications

• Bachelor's degree in finance, business, or data-related field.
• 0–3 years in financial services operations or CRM/data management.
• High attention to detail with ability to manage high-volume, recurring processes.
• Experience with CRM/data platforms (Salesforce/DealCloud) is a plus.

Responsibilities

• Manage CRM user lifecycle, onboarding, training, and first-line support.
• Administer Prism CRM: permissions, tiering, regional assignments, releases.
• Maintain contact and account records; bulk updates and distribution lists.
• Coordinate weekly meetings and monitor research distribution.
• Create recurring and ad hoc reporting and dashboards.
• Liaise between business lines and Technology for platform issues.
• Coordinate meeting logistics and track broker votes.
• Develop internal and external marketing materials and org charts.

Skills

CRM administration

Data management

Excel

PowerPoint

Education

Bachelor's degree required

Tools

Salesforce

DealCloud

Job description

Piper Sandler Companies in Minneapolis is seeking an Equities Business Analyst or Associate to join our team. You will manage CRM operations, oversee Prism administration, and ensure data integrity across systems while supporting research, sales, and trading teams.

You will contribute to business analytics, develop dashboards, coordinate meetings, and maintain master files and distribution lists, enabling the equities desk to operate efficiently in a fast-paced environment.