Serve as a primary pricing contact on large institutional mandates, developing proposals with sales and investment leaders and reviewing exceptions with senior leadership
Build and maintain pricing tools using Excel, Salesforce, PowerBI, and Tableau
Become an expert in third‑party data sources, rapidly querying and automating data pulls, background tool updating (e.g., Morningstar, Bloomberg)
Develop analytical models that generate objective pricing recommendations and conduct holistic product line reviews with specific fund-by-fund recommendations for annual plans
Redesign processes and governance structures to create new ways of incorporating data-driven decision making
Lead product‑line reviews, redesign processes to strengthen data‑driven decision making, support Funds Board materials with MDs and SMDs, and maintain strong relationships with subject‑matter experts

Requirements

Bachelor's degree in mathematics, finance, economics, engineering, analytics or a related field
MBA and/or CFA preferred
Proven ability to influence outcomes and translate complex analysis for both technical and non‑technical audiences
Strong problem‑solving, strategic thinking, and analytical skills paired with strong business acumen
Excellent communication and relationship‑building skills, with proficiency in Microsoft Office products and Excel
Effective at managing multiple priorities, adaptable across diverse projects, and proactive in identifying efficiency opportunities

Benefits

Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

pricing analysisanalytical modelsdata-driven decision makingdata queryingdata automation

Soft Skills

problem-solvingstrategic thinkinganalytical skillsbusiness acumencommunicationrelationship-buildinginfluencing outcomesadaptabilityproactivity

Certifications

Bachelor's degreeMBACFA