Piper Sandler→
Business Consultant at Piper Sandler in Minneapolis, MN
Entry LevelOn-siteFull-timeMinneapolis, MN$95k–$130k/yr
Skills
investment banking experienceai solutions implementationworkflow optimizationtraining developmentdata analytics toolscapital iqfactsetpitchbookrefinitivpassion for fintechwillingness to learnpersonal accountability
Job Description
Summary: Piper Sandler is a firm dedicated to connecting capital with opportunity. They are seeking a Business Consultant to bridge the gap between Investment Banking and Technology, focusing on modernizing banker workflows through AI solutions and training programs.
Responsibilities:
- Collaborate with the technology team to design, deliver, and tailor solutions that increase banker efficiency at all levels
- Execute strategic projects within the Technology Organization, including fulfilling the responsibilities of a Product Owner
- Design, evaluate, and iterate on prompts and system-level behavior for our LLMs
- Apply subject matter expertise in both investment banking and emerging technology tools
- Spend meaningful time with users to deeply understand workflows, pain points, and ideas
- Drive requirements elicitation and documentation to clarify objectives
- Develop and deliver comprehensive training programs for IB analysts and associates
- Stay informed of evolving investment banking workflows through conference attendance and vendor partnerships
Required Qualifications:
- 12–24 months of experience in an Investment Banking Analyst or Associate program (Must understand the day-to-day life of a banker)
- Bachelor's degree in finance, business, economics, or other related degrees preferred
Preferred Qualifications:
- Ability to leverage previous experience as an investment banking analyst to enhance training development and workflow optimization
- Demonstrated willingness and enthusiasm to learn emerging technologies, including artificial intelligence and emerging fintech solutions
- Excellent organizational, multi-tasking, and prioritizing abilities
- Outstanding verbal, written, and interpersonal communication skills
- Ability to 'speak both languages'—translating banker needs to technical teams and vice versa
- Work effectively both independently and in team environments
- Dedication to building a career in Technology while working extensively with Investment Banking
- Demonstrated passion for AI, fintech, and workflow automation. Experience using LLMs (ChatGPT, Copilot, etc.) for research or content creation is highly valued
- Willingness to travel and thrive in a collaborative, fast-paced team environment with personal accountability and urgency for results
- Proficiency with Capital IQ, FactSet, Pitchbook, Refinitiv, VDRs, Microsoft Suite and data analytics tools
- Active FINRA Series 79 preferred
Required Skills: Investment Banking experience, AI solutions implementation, Workflow optimization
Important Skills: Training development, Data analytics tools, Capital IQ, FactSet, Pitchbook, Refinitiv
Nice-to-Have Skills: Passion for fintech, Willingness to learn, Personal accountability
Benefits: Annual incentive compensation, Competitive with the market
Benefits
Annual incentive compensation
Competitive with the market