Equities Business Analyst or Associate
Core
Provides operational, CRM, and data-management backbone for the Strategy & Analytics function, enabling efficient operations for Research, Sales, and Trading teams.
Role type
Equities Business Analyst / Associate (Operations & CRM)
Builds
Operational stability for CRM platforms, data integrity, and administrative workflows for equities sales & trading.
Domain
Financial Services / Equities / Capital Markets
Required skills
CRM administration, data management, process execution, stakeholder coordination, reporting creation, system integration monitoring
Preferred skills
Series 7/63 licensing, knowledge of Salesforce/DealCloud, marketing material development
Technologies
Prism, Salesforce, DealCloud, Excel, PowerPoint
Responsibilities
Manage full lifecycle of CRM user management and onboarding; maintain contact and account records across systems; ensure data integrity by resolving duplicates and feed issues; create recurring and ad hoc reporting and performance dashboards; coordinate account meeting logistics and broker votes.
Seniority
Junior to Mid-level, hands-on IC