MDI Analyst
Job Highlights
- Monitors and reports on client portfolio data
- Experience in Asset Management is a plus
- And provides data for RFPs and DDQs
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
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:
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
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.
All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.
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