Associate Pricing Analyst Job Description
Associate Pricing Analyst Duties & Responsibilities
To write an effective associate pricing analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included associate pricing analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Associate Pricing Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Associate Pricing Analyst
List any licenses or certifications required by the position: TUV
Education for Associate Pricing Analyst
Typically a job would require a certain level of education.
Employers hiring for the associate pricing analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Finance, Accounting, Business, Economics, Business/Administration, Engineering, Mathematics, Education, Management, Business/Management
Skills for Associate Pricing Analyst
Desired skills for associate pricing analyst include:
Desired experience for associate pricing analyst includes:
Associate Pricing Analyst Examples
Associate Pricing Analyst Job Description
- Minimum four years experience in fund accounting, operations & unit trust pricing
- Must have a strong understanding of best practice in unit pricing, processing transitions, tax and fund structures
- Proven team management/supervisory experience
- Issues all CSMP Account finals
- Complete new setups in Hi Portfolio
- Provide support to the BAU team for issues
- Manage client change such as restructures or mergers
- Manage client on-boarding's from a unit pricing perspective
- Work closely with technology and developers to implement automated processes
- Minimum five years experience in fund accounting, operations & unit trust pricing within good knowledge of complex fund and securities
- Chartered Financial Analyst (CFA) program completion/participation
- Undergraduate degree – Engineering, Finance or other Math related discipline
- Pricing vendor knowledge, Bloomberg, Reuters
- Knowledge of Hi Portfolio cost sheet maintenance is advantageous
- Familiarity with bank regulatory capital and liquidity rules
- Analyze sales data related to customer purchases, product categories, contract and selling prices, customer groups, discounts, margins, and operating income
Associate Pricing Analyst Job Description
- Build analyses of customer purchases of competitive product using Microsoft Excel and Access by leveraging sales and marketing input on competitive product cross-referencing and third party competitive list price data
- Administer pricing agreements with individual hospitals, Integrated Delivery Networks (IDNs), and Group Purchasing Organizations (GPOs)
- Analyze contracts and sales data to calculate and manage payment of rebates and GPO administrative fees
- Daily generation of fixed income or derivative valuations for multiple market closes, covering start-to-end responsibilities
- Addressing all client concerns on a daily basis with emphasis on providing first-class service and quality
- Continuously improving product and service quality through daily market surveillance, communication with market makers, data and financial analysis, enhancing process controls, and ensuring data quality
- Developing and maintaining regular contact with trading desks, research, and market participants
- Performing in-depth analysis on an individual security or a derivative or a portfolio thereof in order to explain nuances to colleagues and clients
- Weekly updates of CPE including ITSM submission, coordinating of changes with Treasury, resolving issues with Technology and auditing changes to match requested items
- Weekly updates and coordination of changes to the Direct Auto rates, rate sheets, and banker portals as dictated by the Direct Pricing Manager
- 3- 5 years in a Project Manager role
- Firm understanding of the principles of finance, business operations, and mathematical and/or statistical modelling
- Strong proficiency in Excel including VBA programming, and high aptitude for learning new technologies essential
- Professional or bilingual fluency in continental languages desirable
- The candidate should have had at least 2 years of relevant experience in the Transfer pricing domain either in consulting or accounting
- The candidate should be control focused and continuously challenging status quo to bring about improved efficiencies
Associate Pricing Analyst Job Description
- Emphasis on document creation and maintenance using various templates for internal systems and Microsoft Office products
- Providing inputs to support pricing activity for new and existing clients ensuring adherence to agreed process governance
- Developing and building Excel-based models in support of the C&FS deal pipeline to facilitate commercial decision making
- Undertaking internal profitability analyses and/or ad hoc financial analysis – including financial data/invoice reconciliation – for Custody & Fund Services clients
- Producing governance decks and bespoke reporting with trend analysis
- Pro-actively researching and resolving issues, escalating where necessary
- Quality control for deal pricing adherence and look backs vs deal models
- Identify Price requests if for Intercompany or Trade
- Conducts search of price in Business Systems (Oracle, JDE) and other references (Rosewire, K-Drive) to provide customers the data needed
- Consult pricing details with Specialist via e-mail
- Bachelors in Business, Finance, or Business Management
- Prior Business Analyst or Project Management Skills 3+ Years
- Proficient usage of Microsoft products including Excel, Power Point, Word, Visio, and MS Project
- Knowledge of Finance and a Profitability Statement a Plus
- Previous Auto Finance Experience in Underwriting or Originations Preferred
- Working knowledge of Chase Auto Finance Systems including DealerTrack, RouteOne, ACAPS, RCO, Blaze, Lazer, and Subvention Dealer Rate Systems
Associate Pricing Analyst Job Description
- Work alongside senior transfer pricing professionals on the analysis of the firm’s businesses and the development and refinement of transfer pricing methodologies
- Providing support to local tax teams in the event of transfer pricing queries during a tax audit
- Preparation of tax returns for EMEA group companies
- Supporting the monthly corporate tax accrual and accounting process and instructing tax payments
- Dealing with correspondence from HMRC and other tax authorities
- Amortization modeling based on product lifecycle capital investment
- Perform NPV analyses on balance sheet
- Reviews requests for proposals to identify and assist the proposal team in developing responses
- Works with internal organizations to determine anticipated labor and overhead rates, material requirements, equipment costs, and possible bid strategies
- May participate in the negotiation of contract proposals
- Strong quantitatively based analytical skills and a focused attention to detail
- Plus to have an advanced degree with a quantitative major
- Minimum of 5 -10 years of experience in a major financial services organization or consulting practices, with data or project management experience
- Highly organized and efficient with the ability to achieve set deadlines
- Ability to multi-task through complex projects
- Ability to understand and discern chemical grades and specifications is a must
Associate Pricing Analyst Job Description
- Includes establishing and coordinating schedules, monitoring and problem escalation, cost/price model development, pricing cost narrative, price strategy, risk assessment, business case analysis, and preparation/presentation of management briefings
- Supports product in the determination of appropriate market-based list prices, promotions, pricing strategies and discounts
- Supporting post proposal submittal activities such as compliance review, negotiations, certification
- Ensure the achievement of individual and team KPIs
- Do process improvements and measurements
- Quote tenders efficiently and accurately while considering commercial and strategic drivers
- Build product and customer knowledge
- Coordinate and support the development and preparation of the annual strategic plan, annual operating plan(incl
- Building Strategic relationships with key contributing banks
- Providing exceptional client service by responding to client questions and performing demonstrations of website functionality
- Ability to function in a team environment and to provide training and feedback to team members
- Strong quantitative analytical skills with attention to detail
- Professional level verbal and written communications skills
- Payer Management Expertise (Pricing) - Understands specific price setting mechanisms in key markets
- Pricing & Contracting (Pricing) - Employs specific tools (pricing and contracting, price optimization models, ) to generate and analyze pricing and reimbursement insight
- Payer Negotiations expertise (Pricing) - Knows the payer archetypes and can action those to optimise the negotiation strategy