Private Wealth Compensation Analyst
Listed on 2026-02-16
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Finance & Banking
Financial Analyst, Financial Reporting
Client - Financial Services | Role - Private Wealth Compensation Analyst | Salary - $80, + Bonus | Location - NYC
We are seeking a high-performing Analyst to join a Private Wealth Production Compensation team within Finance. This role is ideal for someone who thrives in a fast-paced, high-accountability environment and brings strong analytical rigor along with a process-improvement mindset. You’ll support core compensation operations while helping modernize workflows and improve scalability.
Core Responsibilities Compensation Operations & Data ManagementSupport monthly compensation calculations for Wealth Advisors and Money Managers
Prepare, reconcile, and validate data inputs used in compensation models
Coordinate the production and distribution of monthly compensation statements and reports
Perform data validations, reconciliations, and variance analyses to ensure accuracy
Investigate discrepancies, document findings, and maintain audit-ready records
Produce recurring and ad-hoc reporting for senior Finance and Private Wealth leadership
Develop clear explanations and supporting materials for Advisors, Money Managers, and internal partners
Translate compensation data into insights that support decision-making
Execute standardized controls and checklists to ensure consistent monthly delivery
Maintain and enhance process documentation and standard operating procedures
Identify opportunities to streamline, automate, and modernize workflows using technology and AI
Partner with Finance, Payroll, HCM, Private Wealth Administration, and Technology teams
Support system testing and validation when compensation plans, data sources, or tools change
Bachelor’s degree in Accounting, Finance, or a related field
2–4 years of experience in accounting, reporting, or analytical roles
Strong Excel skills and experience working with large datasets
Compensation or commission experience preferred; asset management experience a plus
Exceptional attention to detail with strong communication skills
Ability to manage multiple priorities and meet tight deadlines
Tech-forward mindset with interest in AI and automation
Highly organized, collaborative, and comfortable working in a small, focused team
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