There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.
We are a
premierassetmanagerfocused on delivering global investment management excellence and retirement services that investors can rely on today and in the future.
The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
Role Summary
The role of the Analyst is to provide high level technical and subject matter expertise for certain data/statistics that result in accurate production and dissemination of performance information. As part of this role the Analyst leads and implements initiatives and projects focused on quality, efficiency, and business partner satisfaction ensuring consistency across all teams globally. The Analyst acts as a mentor and coach for peers within the MDI team, globally. This role builds strong relationships with teams and associates across the firm that MDI relies on for data/statistical support. The Analyst has a comprehensive understanding of external data distribution rules and regulations according to TRP and industry compliance guidelines.
About This Job
Monitors and reports on client portfolio performance. Continues to develop an understanding of online tools and reporting platform. Answers standard and moderately complex inquiries from clients regarding client reporting operations. Reviews data leveraged to support business initiatives.
Job Summary
- Requires working and conceptual knowledge in their own job discipline
- Performs a range of assignments related to a job discipline
- Accountable for their own work and effective coordination of process and information with others
- Works independently, within guidelines and policies for ongoing work may receive general guidance on new assignments
Responsibilities
- Monitors and reports on client portfolio performance. Continues to develop an understanding of online tools and reporting platform. Answers standard and moderately complex inquiries from clients regarding client reporting operations. Reviews data leveraged to support business initiatives.
- Provides analysis and development of reports related to all aspects of account activities, performance, and investment-related practices and procedures.
- Serves as an escalation point for client inquiries. Continues to develop knowledge on various product and investment offerings in order to address client inquiries and concerns.
- Maintains the reporting system utilized by clients to generate reports on their portfolios and portfolio performance. Trains clients on reporting system.
- Interprets and suggests programs or improvements to services delivered in order to improve client service and operational experience
- Continues to develop expertise in investment data and compliance requirements
Qualifications
Typical
- Bachelors degree or the equivalent combination of education and relevant experience AND
- 2+ years of total relevant work experience
Preferred
- Advanced Excel Skills
- Demonstrated ability to design and implement process improvements
- Experience leading projects/initiates from creation through implementation, globally
- Demonstrated specialized industry expertise in performance measurement and/or data management
- Applies consultative approach when interacting with customers and peers position requires interaction with associates at all levels
- Ability to coach and influence peers without direct Supervisory oversight
- Passion for Investment Data. Completion of or progress towards a CFA, CAIA, CIPM, or comparable designation.
- Intellectually curious and enjoys solving problems
- Ability to think strategically and creatively
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for remote work up to two days a week.
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).
Commitment to Diversity, Equity,
and
Inclusion
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients.
Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community.
We know that a sense of belonging is key not only to your success at the firm, but also to your ability
Benefits
We invest in our people through a wide range of programs and benefits, including
- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
- Flexible and remote work opportunities
- Health care benefits (medical, dental, vision)
- Tuition assistance
- Wellness programs (fitness reimbursement, Employee Assistance Program)
Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering.