Global Benefits Analyst – Leading Global Investment Firm
Location: On-site, New York, NY
Base Salary: $120,000 – $150,000 + Bonus
Oakleaf Partnership is exclusively partnered with a high-performing global investment firm renowned for its innovation, scale, and commitment to operational excellence. As the organization continues to grow, it is seeking a Global Benefits Analyst to join its dynamic Total Rewards team in New York City.
This is a unique opportunity to step into a high-impact role that supports strategic benefits operations across multiple regions. The position is ideal for a detail-oriented, employee-centric professional eager to thrive in a fast-paced, high-performance culture.
The Role
As a Global Benefits Analyst, you’ll help drive seamless delivery of benefits programs across the U.S. and globally. You’ll serve as a trusted resource for employees, HR partners, and vendors-ensuring programs are compliant, efficient, and employee-focused.
Key Responsibilities
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Support administration of diverse benefit offerings: health, retirement, insurance, wellbeing, leaves, and gym reimbursements.
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Act as a tier 1/2 contact for employee benefit inquiries with a white-glove service approach.
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Manage key U.S. vendor relationships (fitness, spending accounts, benefit administration) and monitor service performance.
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Lead new hire benefit orientation sessions and co-lead annual U.S. Open Enrollment execution.
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Oversee annual U.S. welfare non-discrimination testing and ensure timely ACA reporting.
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Partner with HR, payroll, and systems teams to maintain data integrity across platforms (Workday experience is a plus).
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Ensure compliance with U.S. and Canadian regulations (e.g., ACA, ERISA, CRA).
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Support audits, reconciliations, and government filings.
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Collaborate on global benefits projects and harmonize policies across regions.
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Continuously improve internal processes and employee communication strategies.
About You
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3-5 years of corporate benefits experience (financial or professional services experience is a plus).
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Strong analytical and project management capabilities with sharp attention to detail.
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Proven ability to manage external vendors and internal relationships effectively.
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Skilled communicator with a collaborative, solutions-oriented mindset.
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Proficient in MS Excel, Word, PowerPoint; familiarity with HRIS/benefits platforms.
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Bachelor’s degree required; benefits certification (e.g., CEBS, WorldatWork) preferred.
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Able to handle sensitive data with the highest level of confidentiality.
