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Analyst, Marketing Data Integration

2 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 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.

Marketing Data Integration (MDI) is a central point of contact for business and investments for data needs. The MDI team coordinates and packages the data regardless of source. These teams do not have access to the firms gold source systems, so MDI supports a large portion of their data needs across all data types. These teams are generally proficient in firm gold source systems but require additional data not available to the public due to compliance functions or by team design. MDI has deep knowledge and understanding of external data distribution according to TRP and industry compliance rules. Additionally, MDI is a consumer of data derived from internal, gold source systems/tools and generally does not manually calculate data.

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.

Job Summary:

Provides clients with custom and standardized reports on revenues generated from their portfolio and on broad topics, including performance, analytics, attribution, compliance, peer groups, and enterprise risk. Reports client needs and provides clients with platform to create reports on portfolio data. Provides clients with support on technical issues that may arise and aids in interpreting reports.

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

Typical Qualifications:

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

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

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.

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, or any other classification protected by country, federal, state, or local law.
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