There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  We are a premier asset manager focused 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 asset and portfolio 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 T. Rowe Price and industry compliance guidelines.

About This Job

Monitors and reports on client portfolio data. Continues to develop an understanding of online tools and reporting platform. Answers standard and moderately complex inquiries from stakeholders (Relationship Manager, RFP, Investment, Compliance, etc.) and provides data for RFPs and DDQs. 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, statistics, risk and assets following compliance requirements internally and externally. 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.
• 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
• In charge of data portion of RFPs and DDQs
  
  

Typical Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience AND 3+ years of total relevant work experience
• Experience in Asset Management is a plus.
  
  

Preferred Qualifications

• 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
• Deep understanding of investment analysis and be able to interpret portfolio data and statistics
• Experience on using markets data tools such as Bloomberg, FactSet, Morningstar, Nasdaq eVestment, etc.
  
  

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 to bring your best each day.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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