Financial Analyst

Jobot; Fort Worth (TX); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Hybrid schedule

Exposure to senior leadership

Job summary

Jobot is seeking an Equity Compensation Analyst to join our team. The ideal candidate will have a solid analytical background and an interest in learning within the private equity industry.

You will manage equity programs, benchmark compensation, and design competitive plans while ensuring regulatory compliance. This role offers hybrid work and exposure to senior leadership in a boutique PE environment.

Qualifications

• Bachelor's degree in Accounting, Finance or Economics.
• Minimum of 3 years experience as a financial or accounting analyst.
• Equity compensation experience is nice to have but not necessary.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks while delivering high-quality results.
• Ability to work independently and within a team.
• Proficiency in Microsoft Office Suite, especially Excel.

Responsibilities

• Equity Program Administration: Manage end-to-end administration of stock options, RSUs, carried interest and profits interests.
• Market Benchmarking & Analysis: Conduct salary and equity surveys to benchmark positions and maintain competitive structures.
• Compensation Plan Design: Assist in modeling and evaluating new and revised compensation programs.
• Regulatory Compliance: Monitor compliance with wage regulations, tax requirements, and governance rules.
• Cross-Functional Partnership: Collaborate with HR, talent acquisition, and finance to design offers and ensure internal equity.
• Reporting & Data Analytics: Develop reports/dashboards for senior leadership to track compensation metrics.

Skills

Analytical skills

Attention to detail

Communication skills

Task management

Team collaboration

Education

Bachelor's degree in Accounting/Finance/Economics

Tools

Microsoft Office Suite/Excel

Job description

Job details

This Jobot Job is hosted by: Mitch Hagen

Salary: $85,000 - $105,000 per year

A bit about us

We are a boutique private equity firm that operates with the speed, agility, and high-stakes precision of a premier investment shop. We specialize in identifying unique market opportunities, acquiring high-potential businesses, and partnering closely with management teams to drive operational excellence. Our success relies heavily on rigorous data, absolute financial clarity, and institutional-grade reporting. If you thrive in an entrepreneurial environment where you can see the direct impact of your analytical work on complex investments, you will fit right in.

Why join us

We offer the rare intersection of elite, career-accelerating finance and an intentional, balanced quality of life. You will work side-by-side with senior leadership and some of the brightest minds in the industry, gaining unparalleled exposure to the entire private equity lifecycle.

• Unrivaled Exposure & Impact: You won't just be plugging numbers into a ledger. You will have true ownership over the general ledger, fund accounting mechanics, and month-end close, seeing exactly how your financial reporting steers our investment decisions.
• Boutique Culture, Elite Talent: Benefit from a collaborative, high-energy environment that values meritocracy, mentorship, and continuous professional development over corporate politics.
• True Quality of Life: We believe peak performance requires a healthy balance. We offer a hybrid schedule designed to give you the flexibility you need to excel both inside and outside the office.
• Modern Infrastructure: We invest heavily in our team, equipping you with the sophisticated financial tools and resources required to elevate your skills and streamline execution.

Job Details

We are currently seeking an Equity Compensation Analyst to join our team. The ideal candidate will have a solid analytical background and an interest in learning within the private equity industry.

Responsibilities

• Equity Program Administration: Manage the end-to-end administration of firm equity programs (e.g., stock options, RSUs, carried interest, and profits interests), ensuring compliance with company policies and governance standards.
• Market Benchmarking & Analysis: Conduct salary and equity surveys to evaluate market trends, benchmark positions, and maintain competitive compensation structures across all levels.
• Compensation Plan Design: Assist in designing, modeling, and evaluating new and revised compensation programs to align employee performance incentives with long-term firm goals.
• Regulatory Compliance: Monitor and enforce compliance with federal, state, and local wage regulations, tax requirements, and governance rules surrounding equity distribution.
• Cross-Functional Partnership: Collaborate with HR business partners, talent acquisition, and finance teams to design competitive candidate offer packages and ensure internal equity.
• Reporting & Data Analytics: Develop reports, dashboards, and presentation materials for senior leadership to track compensation metrics, equity distribution, and dilution.

Qualifications

• Bachelor's degree in Accounting, Finance or Economics
• A minimum of 3 years of experience as a financial or accounting analyst
• Equity compensation experience is nice to have but not necessary
• Strong analytical skills and attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to manage multiple tasks while still delivering high-quality results.
• Ability to work independently and within a team.
• Proficiency in Microsoft Office Suite, especially Excel.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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