Compensation Analyst, Finance & Banking

Client:

Financial Services Firm

Compensation Analyst

$70,000 - $95,000 annually + bonus

New York City – Hybrid schedule: 3 days/week on-site

A growing financial services organization in New York City is seeking a strategic and detail-oriented professional to join their private wealth advisory compensation team. This role plays a key part in managing incentive-based compensation programs for revenue-generating teams, ensuring accuracy, transparency, and alignment with broader financial goals.

You’ll collaborate cross-functionally with HR, Finance, Technology, and Sales Leadership to streamline processes, enhance reporting, and support strategic decision‑making. This is a great opportunity for someone who thrives in a fast‑paced environment and enjoys blending analytical rigor with operational execution.

• Support the full lifecycle of monthly, quarterly, and annual compensation calculations for wealth advisors
• Prepare detailed compensation statements and reporting packages
• Investigate and resolve discrepancies in payouts, providing clear explanations to stakeholders
• Analyze compensation trends and contribute to forecasting and planning efforts
• Post and reconcile compensation‑related entries in financial systems
• Partner with internal teams to implement and maintain compensation plans
• Lead process improvement initiatives and support technology upgrades to enhance efficiency

• Bachelor’s degree in Finance, Accounting, or a related field
• 2-4 years of experience in accounting, reporting, or compensation operations
• Strong understanding of commission‑based compensation structures
• Experience in financial services or asset management is a plus
• Advanced Excel skills; familiarity with financial systems (e.g., SAP) is helpful
• Excellent communication skills and attention to detail
• Ability to manage multiple priorities and work effectively across teams