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Programming Business CRM Data Analytics Analyst
Posted: 02/25/2026
Employment Type:
Direct Hire
Industry: Data Analyst
Job Number: 44204
Pay Rate: 75,000
Job Description
 Programming Business CRM Data Analytics Analyst
Will be part of a F/O facing sell-side equities team who provides the data management infrastructure, analytical tools, and insights to drive improved business performance and monetize buy-side revenue. This role requires having a strong business/technical acumen across data capture, cleaning, integration, and analysis of various data sets spanning across research, sales, and trading functions. Seeking to add an organized, detail-oriented, analytical technical member to this team.
PRIMARY RESPONSIBILITIES
#ZR
Will be part of a F/O facing sell-side equities team who provides the data management infrastructure, analytical tools, and insights to drive improved business performance and monetize buy-side revenue. This role requires having a strong business/technical acumen across data capture, cleaning, integration, and analysis of various data sets spanning across research, sales, and trading functions. Seeking to add an organized, detail-oriented, analytical technical member to this team.
PRIMARY RESPONSIBILITIES
- Organize and maintain key data; provide reporting and analysis for leadership and client-facing producers
- Help drive CRM system enhancements, toolkit build-out, data quality, and user satisfaction
- Assist in the monthly data capture and broker portal process to monetize clients’ service consumption
- Support data-driven, performance review processes with particular focus on equities research and sales.Â
- Must have Advanced Excel; expert knowledge of and experience with built-in excel functions and formulas are a must
- Experience working with Excel VBA / Macros, SQL (Relational databases)is required
- Python programming on Excel with Openpyxl/Pandas/NumPy is strongly desired
- Must understand SQL relational datasets to maintain real-time access of valuable data points
- Managing CRM systems with focus on improving quality of data captured and analytical capabilities
- Leveraging CRM data to create accurate, valuable reports for senior management and key users
- Understanding Salesforce data model for data capture, reporting, and analytics is a plus
- Synthesizing data sources from outside vendors with internal CRM data to generate meaningful insights
- Strong critical thinking, including pattern analysis, to execute ad hoc projects for Equities management
- Familiarity with sell-side equity business, key performance metrics, and reporting architecture is a plus
- Using PowerPoint/Excel to create compelling presentations and visualization of data
- Outstanding verbal, written, and interpersonal skills. Conscientious, professional dedicated work ethic
- Excellent attention to detail, accurate, and reliable follow-up skills. Able to multitask with flexible mindset
- Working experience with Salesforce-based CRM system is a plus
- Able to commit to working F/O desk hours - 8:00AM-5:00PM;
- Is a hybrid workweek of in office T/W/R
- Bachelors or Masters degree with a focus on Computer Science, Data Analytics, Information Systems
- 2 - 5 years of financial services or consulting experience as a data analytics business CRM support with excellent advanced Excel skills, or an advanced technical Excel and Python programmer with F/O business desk support experience (internships OK)Â
#ZR
Meet Your Recruiter
Ashley Dineen
Ashley Dineen has been with The Panther Group since 2009 and has worked within many areas of the company including payroll, compliance, on-boarding, recruitment, and client management.
Ashley is a mother of two and enjoys spending time with family in her spare time.
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