Strategic Investment Compensation Analyst

Frazer Jones; Chicago (IL); On-site; USD 100,000 - 140,000; Full time

Job summary

Frazer Jones is seeking an Investment Compensation Specialist to join its Compensation team. The role focuses on investment compensation, financial modeling, and data-driven reporting for portfolio managers and investment professionals.

The candidate will analyze compensation, build models, and improve processes, with exposure to Power BI/Tableau/Alteryx and advanced Excel. Strong finance background is valued over traditional compensation experience.

Qualifications

• 3-7 years of professional experience in a quantitative, accounting, or finance-oriented role.
• Bachelor's degree in Accounting, Finance, Economics, Business, Mathematics, or another analytically rigorous field.
• Strong financial modeling skills and ability to work with large datasets.
• Advanced Microsoft Excel skills required.
• Experience creating dashboards or management reporting using Power BI, Tableau, Alteryx or similar tools is highly valued.
• Experience with SQL, Python, VBA or other automation/data tools is a plus, but not required.

Responsibilities

• Support administration and analysis of compensation programs for Portfolio Managers and investment professionals.
• Perform complex compensation and incentive payout calculations across different levels.
• Analyze performance, results, and metrics to model compensation outcomes.
• Partner with senior leadership on compensation analysis and decision support.
• Assist with annual and periodic compensation processes, including bonus calculations and accruals.
• Maintain documentation of calculations, methodologies, and approvals.
• Build and maintain financial models for investment compensation and incentive structures.
• Develop dashboards with visibility into compensation, payouts, and metrics.
• Produce recurring and ad hoc reporting for senior management and investment leadership.

Skills

Advanced Excel

Financial modeling

Data analysis

Investment compensation

Education

Bachelor's degree in Accounting/Finance/Economics/Business/Mathematics

Tools

Power BI

Tableau

Alteryx

SQL

Python

VBA

Job description

Frazer Jones is seeking an Investment Compensation Specialist to join its Compensation team. The role focuses on investment compensation, financial modeling, and data-driven reporting for portfolio managers and investment professionals.

The candidate will analyze compensation, build models, and improve processes, with exposure to Power BI/Tableau/Alteryx and advanced Excel. Strong finance background is valued over traditional compensation experience.