Business Consultant

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 Business Consultant to join the team in our Minneapolis, New York, Houston or Charlotte office.

The Business Consultant will help to bridge the gap between Investment Banking and Technology. This role is designed for a former IB Analyst who wants to pivot into strategy and tech. You will play a key role in modernizing how our bankers work by implementing AI solutions, optimizing workflows, and training the next generation of analysts on these cutting-edge tools.

Key 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

Ideal Candidate Profile

You are a "visionary operator." You have survived the late nights of investment banking and understand the grind, but you often found yourself thinking, "There has to be a better way to do this." You are the person on your deal team who fixed the macros or figured out the new software first. You are ready to leave the deal track to build a career in Technology Strategy while remaining deeply embedded in the financial world.

Job Expectations

• Ability to travel as needed
• Willingness to work on-site in accordance with current office requirements
• Must successfully complete and pass background screening requirements prior to hire

Our human capital, technology, marketing and other corporate support teams work with our business partners to maximize each employee. We understand the dynamic nature of the industry and work alongside our company strategies. Learn more about our firm here.

Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee’s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.

The anticipated starting salary range for individuals expressing interest in this position is $95,000 - $130,000 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.

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