Senior Analyst, Client Pricing

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $425 billion in assets under management (as of 30 September 2025) for global clients spanning more than 50 countries.

We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.

INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK-EXCELLENT-ACCOUNTABLE-LEADERS-SOLUTIONS-ORIENTED

Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:

About the Role

This role is a new position reporting to the Director of Client Economics and provides strategic pricing and revenue analytics support across the book of business. Designed to help meet growing demands from increasing volume and complexity of pricing new business opportunities, and the implications of pricing and business trends on revenue results and outlook. An individual contributor, this role will work closely with the Director and the broader Pricing, GIPS, Billing, FP&A, and Accounting teams to support time sensitive pricing deliverables to develop and maintain enhanced revenue analytics, trend analysis, and predictive insights for scenario planning and forecasting. This role requires in depth understanding of asset management pricing and economics (including Asset Based Fees, Performance Fees, and terms such as Most Favored Nation considerations), strong accounting and financial modeling expertise, proven and effective collaboration and service oriented approach, and a tendency toward process improvements and leveraging systems capabilities to modernize complex processes and deliverables.

About the Team

This role joins the Client Economics and GIPS team, which includes 10 individuals across pricing, billing and GIPS reporting, and performance fees. This group is part of the broader Finance & Accounting team which includes over 30 people across Financial Planning, Accounting, Incentive Compensation, Treasury, Financial Systems, Payroll, and Benefits Accounting.

Primary 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.

Essential Skills and Prior Work Experience:

• 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

Work Location

• This is a Boston based, highly collaborative role that will be expected in the Boston office the majority (2-3) days / week
• Limited to no travel expected

PC/Technical Skills

• 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

Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $85,000 - $125,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.

EEOC and Diversity Statement

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn't completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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