Loomis, Sayles & Company ยท 3 months ago
Senior Analyst, Client Pricing & Revenue
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $125K/yr
5+ years expLoomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. The Senior Analyst, Client Pricing & Revenue will provide strategic pricing and revenue analytics support, collaborating with various teams to enhance revenue analytics and support time-sensitive pricing deliverables.
FinanceFinancial ServicesHedge Funds
Responsibilities
Supports Pricing Decision processes, performing market analysis, evaluating pricing parallels and implications to the existing book of business, and collaborating with finance peers and stakeholders across the business. This work is time sensitive and introduces both near-term and lasting financial implications, requiring due care and insightful recommendations. In depth analysis, sense of urgency, professional judgement, and effective communication with the Director of Client Economics, sales, consultant relations, investment teams, and other key stakeholders will be essential to successful outcomes
Develops timely, relevant and impactful pricing and revenue reporting tools and deliverables. Partners with Billing, Accounting and FP&A for accurate inputs, insight and alignment for scenario planning and forecasting
Partners well with experts across AUM, Billing, Planning and Accounting to provide insightful historical trend narratives and forward looking context for robust scenario planning at the Firmwide, Platform and Strategy levels
Works with the Director of Economics and peers in Institutional Services and Technology to advance the Opportunities Dashboard, and furthers connectivity for automation of downstream effects
Experienced in working directly with a host of enterprise systems to navigate pricing and revenue implications, including AUM and fee sourcing, CRM platforms, billing and financial modeling
Proven experience being highly responsive for time sensitive decision support and service oriented, while also introducing analytical inputs to better-inform decision considerations
Takes ownership of assigned responsibilities with autonomy and excellence, while bringing seasoned judgement about connecting and escalating issues that arise with the Director of Client Economics and other stakeholders
Supports modernization efforts across AUM, Billing, and Revenue reporting, analytics, and forecasting
Qualification
Required
Experienced, ideally, in Asset / Investment Management industry, or a business model with similar dynamics supporting complex pricing and revenue decisions and analytics
Excellent working knowledge of related financial data elements for pricing and revenue, including hands on experience working with Asset Based Fees, familiarity with pricing considerations including MFN, threshold pricing, and performance fees, and a solid accounting background including revenue recognition and reporting
Minimum 5 years experience as a subject matter expert with a deep understanding of revenue drivers and pricing trend within the asset management or similar industry
Prior experience working with CRM and financial systems, tools, reporting. Familiar with complex data sourcing, analytics and reporting
Experience in complex modeling and reporting, ideally leveraging modernized reporting and analytical tools
Strong communication and collaboration skills and a partnering style, with experience working with varied internal stakeholders
Experience in complex modeling and reporting, ideally leveraging modernized reporting and analytical tools
Masters in Finance or MBA preferred
MS Office Suite (including advanced Excel and Powerpoint skills)
Experienced with CRM tools, analytics and reporting
Experience with sophisticated modeling and reporting tools such as Anaplan, Hyperion, Essebase, others
Solid background in asset management industry and financial reporting preferred
Preferred
Masters in Finance or MBA preferred
Solid background in asset management industry and financial reporting preferred
Benefits
Comprehensive benefits package designed to support your health, well-being and financial security
Company
Loomis, Sayles & Company
Loomis, Sayles & Company is an investment management firm that offers a variety of products for institutional investor and retail investors.
501-1000 employees
H1B Sponsorship
Loomis, Sayles & Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (5)
2023 (4)
2022 (13)
2021 (7)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
C
Chris Harms
Portfolio Manager, Co-Head Relative Return Group, Vice President
Colleen Denzler
Chief Sustainability Officer
Recent News
2025-11-24
2025-11-20
2025-11-20
Company data provided by crunchbase