Associate Analyst, Client Compensation (Financial Services)

Location: Fort Mill/Charlotte, United States

Salary: $20.85–$34.71 per hour

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with affiliation models, investment solutions, fintech tools, custody services, and practice management support.

What you will do

• Research, investigate, and analyze compensation data to support accurate advisor payments.
• Sort and model data, perform reconciliations, and develop ad-hoc reports.
• Support process analysis, redesign, and project initiatives across the Client Compensation team.
• Coordinate with internal and external partners to ensure reporting data meets business needs.
• Provide subject-matter-expert data support to external organizations.

Requirements

• 3+ years of experience in the financial services industry.
• At least 1 year of experience in data analytics, business analysis, or technology analysis.
• Strong quantitative and qualitative analytical skills with high attention to detail.
• Excellent communication, organization, time management, and multitasking skills.
• Ability to work independently with minimal guidance and collaborate across organizational levels.

Nice to have

• Experience with commissions, accounting, and internal or external audits, including SOX and SSAE16.
• Advanced Excel skills, including formulas, macros, and pivot tables.
• Experience with Oracle, SharePoint, Dynamics, Tumbleweed, BETA, Alteryx, or SQL.
• Knowledge of Lean, Agile, or Six Sigma process improvement methodologies.
• Bachelor's degree.

Culture & Benefits

• Collaborative, team-oriented environment focused on continuous improvement and client support.
• 401(k) matching and employee stock options.
• Health benefits and paid time off.
• Volunteer time off and additional total rewards.