Equity Sales Data Analyst — Dashboards & AI

Wolfe Research, LLC; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Life, accident, and disability ins.

Paid time off (vacation, sick days, 
H

Job summary

Wolfe Research, LLC is seeking a Data Analytics Analyst- Equity Sales in San Francisco. You will work closely with the Global Head of Sales to analyze client data, build dashboards in Excel, and develop strategic insights to support equity sales initiatives.

Proficiency in Python/R and advanced Excel are required, along with experience with Salesforce dashboards and data management. The role emphasizes data integrity, confidentiality, and collaboration with senior management to drive data-driven

Qualifications

• Bachelor's degree in technical/quantitative field with strong academic record.
• Proficiency in Python and/or R.
• Advanced Excel skills with pivot tables, VLOOKUP, macros, and financial modeling.
• Experience automating data pipelines for EDA on large datasets.
• Experience with Salesforce CRM including reporting and dashboards (certifications a plus).

Responsibilities

• Own and manage Salesforce CRM, maintain accurate client records, and build reports.
• Design and maintain Salesforce dashboards and reports to surface client trends.
• Analyze CRM and internal data to identify patterns and revenue opportunities.
• Propose standards for data cleaning and efficient token usage across Sales desk.
• Build and maintain Excel-based financial models and revenue forecasts.
• Translate findings into clear summaries and presentations for leadership.
• Collaborate with sales team to improve CRM adoption and data hygiene.
• Handle highly confidential information with discretion.
• Collaborate on ad hoc projects to improve data capabilities.

Skills

Python

R

Excel

PowerPoint

Salesforce

Prompt engineering

Data analysis

Communication

Education

Bachelor's degree in a technical/quantitative field

Tools

Salesforce

Job description

Wolfe Research, LLC is seeking a Data Analytics Analyst- Equity Sales in San Francisco. You will work closely with the Global Head of Sales to analyze client data, build dashboards in Excel, and develop strategic insights to support equity sales initiatives.

Proficiency in Python/R and advanced Excel are required, along with experience with Salesforce dashboards and data management. The role emphasizes data integrity, confidentiality, and collaboration with senior management to drive data-driven