Strategic Pricing & Profitability Analyst

Fidelity Investments Inc.; Covington (KY); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. seeks a pricing analyst to drive pricing and profitability decisions for Workplace Investing. You will build models, evaluate scenarios, and partner with sales and finance stakeholders.

The role focuses on assessing pricing, designing market-competitive strategies, and presenting proposals to key partners. Onsite in Covington, KY, with opportunities to influence client outcomes and profitability in a fast-paced financial services environment.

Formación

• College degree in Finance, Economics, or Accounting.
• 2 - 3 years of work and/or internship experience in a Finance role (minimum 2 years).
• Strong knowledge of Microsoft Word, Excel, and PowerPoint, with significant emphasis on Excel.
• Proven analytical and problem-solving ability.
• High attention to detail and accuracy; excellent interpersonal skills with ability to influence senior-level positions.
• Strong written and verbal communication skills.
• Ability to prioritize multiple tasks and work independently; collaborate with team.
• Initiative to identify and solve operational improvement and efficiency opportunities.

Responsabilidades

• Assess pricing and profitability for core market prospects and existing clients.
• Design market-competitive pricing strategies to support client acquisition and retention, improve product utilization, and optimize profitability.
• Provide ongoing updates to pricing issues, risks, and recommendations to sales, relationship management, segment leaders, and finance.
• Review prospect and client pricing requests from sales and relationship management, evaluating fees, market competitiveness, and long-term profitability.
• Build financial models and pricing proposals aligned with business guidelines to support the sales organization in winning new clients.
• Evaluate repricing requests as plan and participant conditions change, including product offering, fee structure, and other underlying assumptions.
• Use client-specific metrics to challenge assumptions and help confirm projected profitability and required fees.
• Analyze financial information and develop alternative pricing scenarios to improve win rate, strengthen retention, minimize risk, and enhance profitability.
• Present pricing proposals, strategy, and positioning with key business partners and pricing team management.
• Continuously prioritize requests based on factors such as request age, need for additional approvals, and client or advisor urgency.
• Raise pricing issues, trends, and operational improvement opportunities as appropriate.
• Support ad hoc projects as needed.

Conocimientos

Pricing analysis

Financial modeling

Excel

Communication

Attention to detail

Educación

Finance, Economics, or Accounting degree

Herramientas

Microsoft Office

Excel

PowerPoint

Word

Descripción del empleo

Fidelity Investments Inc. seeks a pricing analyst to drive pricing and profitability decisions for Workplace Investing. You will build models, evaluate scenarios, and partner with sales and finance stakeholders.

The role focuses on assessing pricing, designing market-competitive strategies, and presenting proposals to key partners. Onsite in Covington, KY, with opportunities to influence client outcomes and profitability in a fast-paced financial services environment.