Equities Business Analyst or Associate

Posted Yesterday
Minneapolis, MN, USA
In-Office
70K-80K Annually
Junior
Financial Services
The Role
Manage CRM administration, user access, account records, data quality, system integrations, and team operations for the equities business. Support reporting, dashboards, platform issue resolution, compliance documentation, account meeting logistics, broker vote reconciliation, marketing materials, organizational charts, and website content. Coordinate with Research, Sales, Trading, Compliance, Business Continuity, and Technology stakeholders while handling high-volume recurring processes and identifying workflow and data-quality improvements.
Summary Generated by Built In

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

Skills Required

  • Bachelor’s degree
  • 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 such as Salesforce or DealCloud
  • Strong Microsoft Excel skills
  • Microsoft PowerPoint proficiency
  • Series 7 and Series 63 licensing, or willingness to obtain them within an agreed timeframe
  • Clear, concise, and professional communication skills

Piper Sandler Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Piper Sandler and has not been reviewed or approved by Piper Sandler.

  • Parental & Family Support Feedback suggests caregiver leave, adoption assistance, fertility benefits, menopause resources, lactation rooms, and breast milk shipping create robust family support. These provisions appear to meaningfully aid new and growing families.
  • Healthcare Strength Feedback suggests medical, dental, and vision coverage are complemented by an HSA with company contributions and access to mental‑health resources including counseling and mindfulness tools. The breadth of wellness resources strengthens the overall benefits experience.
  • Leave & Time Off Breadth Feedback suggests employees receive a defined allotment of paid time off along with a set number of paid holidays. This structure provides predictable time away from work.

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The Company
HQ: Minneapolis, MN
1,501 Employees
Year Founded: 1895

What We Do

Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Founded in 1895, the firm is headquartered in Minneapolis with more than 50 offices across the U.S. and in London, Aberdeen and Hong Kong. We offer a full suite of products to serve our clients’ business life cycle needs, geographic reach in an increasingly global market, and deep expertise in our core sectors. More at PiperSandler.com. DISCLAIMER Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Securities brokerage and investment banking services are offered in the U.S. through Piper Sandler & Co., member SIPC and NYSE; in the U.K. through Piper Sandler Ltd., authorized and regulated by the U.K. Financial Conduct Authority; and in Hong Kong through Piper Sandler Hong Kong Ltd., authorized and regulated by the Securities and Futures Commission. Alternative asset management and fixed income advisory services are offered through separately registered advisory affiliates.

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