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Senior Pricing Analyst
Sun LifeSenior Pricing Analyst at Sun Life involved in pricing aspects of Group Retirement Services. Preparing pricing quotes and analyzing financial feasibility in a wealth management environment.
About the role
Key responsibilities & impact- Assess the requirements, risks, competitive pressures and financial feasibility of Defined Contribution pricing cases
- Use the Pricing Model to produce pricing scenarios and alternate fee options for new and in-force Defined Contribution pension plans
- Use data to determine the appropriate benchmark and recommend fees that are appropriate based on the quantitative and service level specifications of the pension plan
- Summarize analyses and recommendations clearly and concisely to obtain pricing approvals according to established Pricing Guidelines
- Propose and communicate pricing options/changes for new and existing plans to Customer Relationship Executives/Managers and Regional Directors of Business Development
- Prepare Letter of Commitment Document to be presented to clients
- Analyze the requirements and costs associated with the recordkeeping services identified in the Request For Proposal (RFP) received from Regional Directors of Business Development
- Maintain and update Pricing Model and supporting infrastructure
Requirements
What you’ll need- University degree in Business, Finance or Economics (Assets: CPA, CFA and/or MBA)
- 3-5 years of experience in Group Retirement Services or Financial Services/Insurance
- Analytical, mathematical, modeling, and creative problem-solving skills
- Ability to think strategically, apply relevant quantitative and qualitative information, and provide alternatives
- Advanced skills in Excel, proficiency in Word and Power Point
- Interpersonal, decision-making and influencing skills
- Ability to work effectively under tight deadlines
- Bilingualism (French, English, both oral and written) is required for Quebec only
Benefits
Comp & perks- Flexible Benefits from the day you join to meet the needs of you and your family
- Inclusive and respectful environment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
pricing analysisfinancial modelingquantitative analysisbenchmarkingdata analysiscost analysisrisk assessmentcreative problem-solvingstrategic thinkingpricing guidelines
Soft Skills
analytical skillsdecision-makinginfluencing skillsinterpersonal skillscommunication skillsability to work under tight deadlinesproblem-solving skillsstrategic thinking
Certifications
CPACFAMBA