What You'll Do
• Prepare and analyze fee quotes, repricing proposals, current fee summaries, and pricing scenarios for existing retirement plan clients.
• Evaluate plan financials, service arrangements, advisor compensation, and investment lineups to determine pricing and revenue impact.
• Assess the competitiveness and sustainability of pricing recommendations and consult with sales teams.
• Reconcile information across pricing worksheets, proposals, source systems, and supporting documentation to ensure accuracy and consistency.
• Identify risks, discrepancies, and exceptions, and escalate complex situations when appropriate.
• Document pricing decisions and communicate recommendations clearly to Sales, Service, Finance, and other internal partners.
• Support special projects and coach or mentor less experienced employees. Who You Are
• Master’s degree or equivalent experience required preferably MBA Finance.
• Four or more years of, fund accounting, portfolio accounting, insurance retirement plan, financial services, pricing, operations or related experience.




• Working knowledge of retirement plan products, investments, plan design, services, industry standards, and applicable laws and regulations.
• Strong analytical, problem-solving, and attention-to-detail skills.
• Ability to interpret complex requests, manage multiple priorities, and deliver accurate work within established timelines.
• Strong written and verbal communication skills and a demonstrated commitment to ethical conduct and excellent customer service. Additional Information
• Robust Excel skills, including experience analyzing and reconciling financial data.
• Experience with Salesforce, Automation, Power BI and ERP systems.
• Experience with retirement plan pricing, fee analysis, investments, revenue analysis, or proposal preparation.
• Ability to coach, mentor, and train less experienced employees and internal partners with minimal assistance. Shift Time
- 5.30 PM
- 2.30 AM (initial 6 months), later 1.30 PM
- 10.30 PM

📌 Senior Pricing Analyst (Pune)
🏢 Principal Global Services
📍 Pune