Job Summary

- 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.

Requirements

- 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 Solid 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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Senior Pricing Analyst (Pune)
🏢 Principal Financial Group
📍 Pune