Senior Associate Pricing Strategy

Capital Group

Southern California, US
Base: $125,909-$201,454; bonus/equity: individual ...
Bachelor's degree in finance or economics
3-7 years analytical experience in financial services
Advanced excel skills including financial modeling
The role involves developing fee policy recommendations and supporting business cases while maintaining existing fee guidelines

Job Summary

  • The role involves developing fee policy recommendations and supporting business cases while maintaining existing fee guidelines.
  • Candidates will serve as the subject matter expert on global investment management fees, educating clients and internal teams.
  • The company offers a competitive salary, performance bonuses, and a retirement plan with a 15% employer contribution.

Matching Summary

The role involves developing fee policy recommendations and supporting business cases while maintaining existing fee guidelines.

Salary

Base: $125,909-$201,454; Bonus/Equity: Individual annual performance bonus plus profitability bonus; Benefits: 15% retirement contribution matching

Skills & Requirements

Must-have

  • Bachelor's degree in Finance or Economics
  • 3-7 years analytical experience in financial services
  • Advanced Excel skills including financial modeling
  • Power BI experience for data visualization
  • Knowledge of investment management fees and vehicle structures

Nice-to-have

  • Experience in consulting or large accounting firms
  • Strong stakeholder management and communication skills
  • Ability to automate analysis and standardize materials
  • Intellectual curiosity in complex financial areas
  • Collaborative approach to building partnerships

Key Requirements

  • Bachelor's degree required
  • 3-7 years of demonstrated analytical work experience
  • Knowledge of regulatory environment and competitive landscape

Work Rights

Not specified

Tailored Resume

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