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Analyst, Client Reporting

4 months ago

Owings Mills, United States T. Rowe Price Full time

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.

GCIR Team Summary:
IGI manages the intake process for requests of new report types and first run production of new product reporting. The team also governs GCIR branded reporting templates and automated kit slides by assessing change requests, working with internal business partners to understand needs, and determining scalable standards. The group is also responsible for assessing impact of firm-wide and product-specific changes to GCIR material and implementing those changes directly or communicating necessary updates to production teams.

Role Summary:
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.

**Responsibilities**:

- 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.

Typical Qualifications:

- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 2+ years of total relevant work experience

Preferred Qualifications:

- TRP product knowledge is a plus
- Experience with Seismic reporting platform is a plus
- Familiarity with TRP websites is a plus
- Proficiency with PowerPoint and Excel
- Demonstrates adaptability, ability to work with uncertainty, takes initiative, can work independently, and is resourceful
- Demonstrates a questioning attitude and desire to understand the “why” behind things
- Excellent analytical skills and attention to detail, accuracy and deadlines
- Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization
- Proven ability to work in a team environment with a strong sense of urgency
- Highly motivated with demonstrated initiative and the ability to work independently

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 to bring your best each day.

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.

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, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy