% of book vs discretionary bonus situation?

Work at a trade shop. I'd describe it as a 'pod' but it's definitely a few tiers below the household name places. The overall payout to the pod is a %, and then it gets distributed from there. 

I worked as a blender/sr scheduler type of person, and got a discretionary bonus last year. I thought it was good but not great. I didn't push back on it, because I didn't see a benefit in doing this. 

I've started moving into a PnL generating role. I was basically told that I'd get an 'eat what you kill' model with a stated %. Shame on me - I didn't get more formalized writing around this. 

Since then, I've brought in a fair amount of my own PnL, and have contributed a lot in other ways too. The snag is that my pod's overall profits are down this year, so I have concerns over what they'll have to pay me out. 

The recent discussion I'm getting is describing it as more of a 'discretionary' bonus, rather than a % payout.

Where I'm really angry is I'm quite sure more senior staff are getting fixed payouts. 

So...based on this, how should I feel? 

Is it a case of "They are fucking ripping me off?" Or is it just a matter of "take your lumps as a junior person?"  

4 Comments
 

Based on the most helpful WSO content, here's what you need to know:

Key Points to Consider:

  1. Discretionary Bonus vs. % of Book:

    • Discretionary Bonus: Typically, this is a bonus that is not guaranteed and can vary based on the firm's overall performance, individual performance, and other subjective factors.
    • % of Book: This is a more transparent and performance-based model where you get a fixed percentage of the profits you generate.
  2. Current Situation:

    • You were initially promised an "eat what you kill" model with a stated percentage but did not formalize this in writing.
    • Your pod's overall profits are down, which raises concerns about the payout.
    • Recent discussions suggest a shift towards a discretionary bonus rather than a fixed percentage payout.
  3. Concerns:

    • Senior staff may be receiving fixed payouts, which could indicate a disparity in how bonuses are distributed.
    • The lack of formal agreement on your compensation model leaves room for ambiguity and potential unfair treatment.

How to Feel and What to Do:

  • Evaluate the Situation:

    • Understand the Firm's Policy: Clarify the firm's official stance on bonus distribution, especially in a down year.
    • Compare with Peers: If possible, discreetly gather information on how your peers and senior staff are compensated.
  • Action Steps:

    • Formalize Agreements: Moving forward, ensure any compensation agreements are documented in writing to avoid ambiguity.
    • Communicate Concerns: Schedule a meeting with your manager or HR to discuss your concerns and seek clarity on your bonus structure.
    • Negotiate: If you feel you are being unfairly compensated, present your case with evidence of your contributions and negotiate for a fairer payout.

Conclusion:

  • Feeling Ripped Off: If senior staff are indeed receiving fixed payouts while you are shifted to a discretionary model without prior notice, it could be seen as unfair.
  • Taking Lumps as a Junior: It's also possible that as a junior person, you might have to accept some level of variability in your compensation, especially in a down year.

Ultimately, clear communication and formal agreements are key to ensuring fair compensation.

Sources: Is it just me or are PE Associates garbage these days?, What I hate about Banking, Is it just me or are PE Associates garbage these days?, Arguing for bigger bonus?, 2 successful years at the firm, 2 years of 0 bonus and minimal pay rise

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
Most Helpful

Finance is the only industry where you make mid/high 6/low 7 figures and feel like someone is fucking you over. Even juniors right out of college who make multiples of their parents bitch about making 3/4 hundred grand. I’ve even heard unicorn stories of entitled MIT college grads wanting 7 figure guarantees before they’ve made a dime in profit too. Really fucked up.

This is your first year in a risk taking role, they would still give you something even if you made nothing, and you probably made money only from a more senior person mentoring you. Be grateful, and as long as your comp is going up each year then no reason to be bitter. Besides, no other firm is going to give you a % pnl payout with such a short track record.

 

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