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Equity Data Analyst Jobs (NOW HIRING)

Ancestry

Equity & Compensation Analyst

Lehi, UT · Remote

Compensation & Equity Data Analysis and Reporting: Analyze internal and external compensation trends and employee engagement data to assess program effectiveness. Develop reports and dashboards to ...

Ancestry

Equity & Compensation Analyst

Compensation & Equity Data Analysis and Reporting: Analyze internal and external compensation trends and employee engagement data to assess program effectiveness. Develop reports and dashboards to ...

LP Analyst

Data Analyst - Data Operations

Dallas, TX · On-site

They are seeking a detail-oriented and technically motivated Data Analyst to join their operations ... LP Analyst is the source for independent advisory and analysis solutions for the private equity ...

America Votes

Data Analyst

Washington, DC · On-site

$75K - $85K/yr

Racial Equity Statement As a leader of collaborative efforts to mobilize voters, protect voting ... Position Description America Votes is looking for a Data Analyst to find and communicate insights ...

America Votes

Data Analyst

Washington, DC

Racial Equity Statement As a leader of collaborative efforts to mobilize voters, protect voting ... Position Description America Votes is looking for a Data Analyst to find and communicate insights ...

America Votes

Data Analyst

Washington, DC · Remote

Racial Equity Statement As a leader of collaborative efforts to mobilize voters, protect voting ... Position Description America Votes is looking for a Data Analyst to find and communicate insights ...

University of Rochester

$21.78 - $30.53/hr

Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect ... Supports the development of methods for data collection, analysis, and reporting for assigned area.

Cardless, Inc

Data Analyst

San Francisco, CA · On-site

$130K - $200K/yr

Cardless is looking for a Data Analyst / Senior Data Analyst to join our team and help shape the ... Meaningful Start-up equity 100% health, vision & dental primary coverage + 75% health, vision ...

Analytic Services Inc

Data Analyst

Alexandria, VA · On-site

$99K - $144K/yr

In this role, you will leverage data analytics, business intelligence, and reporting expertise to ... equity, candidate qualifications such as skills, education and experience. ANSER provides employees ...

L and S Mechanical

Data Analyst

Richardson, TX · On-site

$65K - $85K/yr

Job Type Full-time Description Job Summary As the Data Analyst at L&S Mechanical, you will be ... The company is backed by The Sterling Group, a private equity firm established in 1982. The ...

L&S Mechanical

Data Analyst

Richardson, TX

$65K - $85K/yr

Description Job Summary As the Data Analyst at L&S Mechanical, you will be participating in the ... The company is backed by The Sterling Group, a private equity firm established in 1982. The ...

CRC Group

Equity Administration Manager

Charlotte, NC · On-site

Advanced analytical and reporting skills for equity data management. * Proficiency in systems integration and vendor platform management. * Ability to interpret and apply SEC, IRS, and global ...

L&S Mechanical

Data Analyst

Richardson, TX · On-site

$65K - $85K/yr

Job Summary As the Data Analyst at L&S Mechanical, you will be participating in the transformation ... The company is backed by The Sterling Group, a private equity firm established in 1982. The ...

PCI Pharma Services

Data Analyst

Philadelphia, PA

Analyze pipeline and awarded contracts by development phase, therapeutic area, region, customer ... Experience in high-growth or private equity-backed environments is a plus Join us and be part of ...

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Equity Data Analyst information

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$34K

$82.6K

$136K

How much do equity data analyst jobs pay per year?

As of Jul 21, 2026, the average yearly pay for equity data analyst in the United States is $82,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,500.00 and $97,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Equity Data Analyst, and why are they important?

To thrive as an Equity Data Analyst, you need strong quantitative analysis skills, proficiency in financial modeling, and a background in finance, economics, or a related field. Familiarity with tools like Excel, Bloomberg Terminal, Python, and statistical software, along with certifications such as CFA, is often required. Attention to detail, analytical thinking, and effective communication are crucial soft skills for presenting actionable insights. These skills ensure accurate investment analysis, data-driven decision-making, and clear communication of complex financial information to stakeholders.

What is the difference between Equity Data Analyst vs Financial Data Analyst?

AspectEquity Data AnalystFinancial Data Analyst
Required CredentialsBachelor's in Finance, Economics, or related field; proficiency in data analysis toolsBachelor's in Finance, Accounting, or related field; strong analytical skills
Work EnvironmentFinancial firms, investment banks, asset management companiesCorporations, banks, consulting firms
Industry UsageFocus on stock market data, equity research, investment analysisBroader financial data analysis including budgets, forecasts, and financial reporting

The main difference between an Equity Data Analyst and a Financial Data Analyst lies in their focus areas. Equity Data Analysts specialize in stock market and investment data, while Financial Data Analysts handle a wider range of financial information across various sectors. Both roles require strong analytical skills and relevant finance credentials, but their industry applications and data focus differ.

How do Equity Data Analysts typically collaborate with portfolio managers and investment teams?

Equity Data Analysts frequently work alongside portfolio managers and investment teams to provide actionable insights from financial and market data. They support investment decisions by analyzing equity trends, building data models, and presenting findings in clear, concise reports. Regular meetings and collaborative projects are common, allowing analysts to contribute their quantitative expertise directly to portfolio strategy discussions. This teamwork fosters a dynamic environment where analytical skills directly impact investment performance and decision-making.

What are Equity Data Analysts?

Equity Data Analysts are finance professionals who specialize in gathering, interpreting, and analyzing data related to stocks (equities) and the companies that issue them. Their work involves evaluating financial statements, market trends, and economic data to help investment firms, portfolio managers, or clients make informed decisions about buying, holding, or selling stocks. They often use advanced statistical tools and financial models to provide insights and recommendations. Equity Data Analysts play a crucial role in supporting investment strategies and identifying potential opportunities or risks in the equity markets.
More about Equity Data Analyst jobs
What are the most commonly searched types of Equity Data Analyst jobs? The most popular types of Equity Data Analyst jobs are:
What states have the most Equity Data Analyst jobs? States with the most job openings for Equity Data Analyst jobs include:
What job categories do people searching Equity Data Analyst jobs look for? The top searched job categories for Equity Data Analyst jobs are:
Equity Data Analyst jobs near you
Infographic showing various Equity Data Analyst job openings in the United States as of July 2026, with employment types broken down into 89% Full Time, 6% Part Time, 1% Temporary, and 4% Contract. Highlights an 83% Physical, 7% Hybrid, and 10% Remote job distribution, with an average salary of $82,640 per year, or $39.7 per hour.
Senior Consultant - Implementation (Equity)

Senior Consultant - Implementation (Equity)

insightsoftware

Remote

$119K/yr

Full-time

Posted 2 days ago

Job description

About Us:
insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.
Job Description:
About Us
insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.
Job Summary
The Senior Consultant, Equity Administration & Financial Reconciliation is a highly skilled, detail-oriented equity and financial reporting professional within insightsoftware's Professional Services organization. This role is crucial to ensuring the accurate reconciliation of both financial reporting data for equity compensation and administrative equity data as customers migrate from their current equity management platform to the NextGen platform.
On the financial side, you will own the reconciliation of ASC 718 stock compensation expense, corporate tax, disclosures, and ASC 260 diluted EPS. On the administrative side, you will reconcile participant- and grant-level equity data - balances, lifecycle events, and transaction history - between the legacy platform and NextGen. Across both, you will develop and deliver comparison reports, analyze discrepancies, and produce comprehensive reconciliation documentation. This is a hands-on individual-contributor role for someone who takes initiative, thinks critically, and operates effectively across systems and teams with minimal oversight. You will be a senior point of contact on assigned workstreams, partner directly with customer stakeholders, and lead by example - mentoring more junior contributors and reliably delivering the most complex, high-stakes work.
What You'll Do
Financial Reconciliation
  • Reconcile equity compensation financial reporting results between the customer's prior results and NextGen, spanning ASC 718 stock compensation expense, corporate and deferred tax, disclosures, and ASC 260 diluted EPS.
  • Develop and deliver comparison reports for each reconciliation cycle, including summary and detailed analysis of differences.
  • Analyze comparison reports to identify and quantify calculation differences, determine root causes, and recommend resolutions.
  • Provide clear reconciliation documentation that helps customers understand the differences, if any, between NextGen's calculations and their previous methods.
  • Apply a working knowledge of how fair values, accounting setup selections, and migrated data drive these outputs - other teams perform configuration and data loading - so differences can be explained and resolved.

Administrative Reconciliation
  • Reconcile participant- and grant-level equity data - grants, vesting schedules, exercises, releases, cancellations, forfeitures, and outstanding/exercisable balances - between the legacy platform and NextGen.
  • Validate share balances and grant lifecycle events to confirm transaction history migrated completely and accurately.
  • Reconcile ESPP enrollment, contribution, and purchase data, and confirm participant demographic, tax, and account information transferred correctly.
  • Identify, quantify, and document administrative discrepancies and deltas, performing root-cause analysis and driving items to resolution.
  • Produce administrative reconciliation comparison reports and maintain follow-up trackers of open items through closure.
  • Partner with the financial reconciliation workstream to ensure administrative data ties back to expense, tax, disclosure, and EPS results.

Cross-Functional Dependencies & Systems Thinking
  • Understand how the work of adjacent teams flows together - the team loading customer data, the product team building and evolving the NextGen platform, and the administrative and financial reconciliation workstreams - and how each affects your deliverables.
  • Anticipate how data loading, system configuration, and platform changes impact reconciliation results and report accuracy, and coordinate proactively to unblock and align.
  • Validate migrated and loaded data against expected results, surface discrepancies to the responsible team, and confirm fixes flow through correctly - without owning the loading or configuration itself.
  • Document mapping logic, exceptions, and resolution steps to maintain a clear, auditable trail across teams.

Client Engagement & Collaboration
  • Serve as a senior point of contact for customer stakeholders on assigned equity and reconciliation workstreams.
  • Ensure deliverables meet defined SLAs and quality standards; proactively surface risks before they become issues.
  • Anticipate how adjacent teams' work affects your deliverables, and coordinate across cross-functional teams to unblock and align.
  • Lead customer conversations and follow up with clear, actionable plans.
  • Mentor and support more junior team members, reinforcing standards of accuracy and accountability.

Job Requirements
Education
  • Bachelor's degree in Accounting, Finance, or a related field.

Experience
  • Minimum of five years of experience in financial accounting, with a focus on equity compensation management and reconciliation.
  • Strong working knowledge of ASC 718 expense reporting, ASC 260 diluted EPS, corporate tax, and disclosure concepts, with the ability to apply them to reconciliations and report building (other teams own system configuration and data loading).
  • Experience with administrative/participant-level equity reconciliation and equity-related disclosures and year-end tax reporting (W-2 inserts, Forms 3921 and 3922).
  • Experience with equity management systems is desirable.
  • Experience with data migration, mapping, and validation across financial and equity administration systems.

Technical Proficiency
  • Advanced proficiency in Microsoft Excel and other financial software.
  • Comfortable querying databases (SQL), generating and analyzing reports, working with large data sets, and using automation to work efficiently.
  • Familiarity with equity management platforms and financial accounting systems.

Skills & Attributes
  • Critical Thinking & Problem Solving: breaks down complex problems, reasons through ambiguity, and arrives at sound, defensible conclusions.
  • Initiative & Strong Ownership: takes responsibility for outcomes end to end and drives work forward without needing to be managed.
  • Reconciliation Expertise: skilled at both financial and administrative reconciliation, including discrepancy/delta identification and resolution.
  • Equity Compensation Knowledge: solid grasp of equity compensation financial reporting and administration.
  • Data Migration, Mapping & Validation: able to move, map, and validate data accurately across systems.
  • Technical Expertise: uses DB querying/SQL, report generation, data analysis, and automation to work effectively. Leverages technology efficiently without being hand-held.
  • Cross-Team Dependency Awareness: understands how adjacent teams' work impacts their own and leverages it to anticipate, unblock, and align.
  • Systems-Level Thinking: connects the dots across teams to see how upstream and downstream work affects deliverables, and acts on it.
  • Process Documentation & Tracking: creates clear process documentation and SOPs, and maintains efficient, reliable tracking of work.
  • Clear Communication: strong written and verbal communication, including status reporting, escalations, and meeting follow-ups.
  • Attention to Detail: excellent accuracy and the ability to work independently and manage multiple tasks simultaneously.
  • Soft Skills: communicates effectively with customers by email and in person to answer questions and lead conversations, then translates those conversations into clear action plans.

Additional Information
  • This position may require occasional travel to customer sites.
  • This role involves working closely with cross-functional teams to ensure successful data migration and reconciliation.

The salary range in United States of America for this position is 88,000.00 to 111,000.00 USD Annual.
Your specific offer within this range will be determined by your skills, experience, and qualifications. For non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target.
We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Learn more about our high-energy, high-performance global team: Work With Us
insightsoftware About Us: Hear From Our Team
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.

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