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Investment Performance Lead

1 month ago


Maryland, United States T Rowe Price Group, Inc Full time
About the Role:

The Lead Analyst will have a deep understanding and expertise of fixed income securities, characteristics, and attribution.

They will be able to confidently explain performance and attribution results with key stakeholders, including Portfolio Managers, Portfolio Analysts, and Client Reporting, among others.


Responsibilities:
Understanding of the end-to-end process of fixed-income attribution analysis, including transaction loading to vendor platforms, security mapping, return and attribution reconciliation, and interpretation of results.

Responsible for analyzing and defining business issues, opportunities, and enhancements and implementing solutions to improve reporting processes and technology surrounding our fixed income attribution platform.

Leads complex projects to improve existing processes within the organization. Utilizes knowledge and broad expertise to recommend and design solutions to complex business problems. Assists with the development and testing of our fixed income attribution platforms.

Analyzes and reviews business requirements for complex projects. Leads work to determine feasibility of work and develops and manages project documentation, proposals, and business requirements and makes recommendations to managers and business partners based on findings.

Serves as an escalation point for any issues or questions that arise from a systems or business process perspective. Responsible for managing relationships with affected parties on progress or issues to ensure deadlines and expectations are met. This would include understanding the end-to-end process of fixed-income attribution analysis.

Responsible for using sound business judgment, technical knowledge, and project management experience in order to navigate institutional business lines, exercising influence and persuasion where appropriate.

Working with portfolio management and quantitative teams to explain attribution results and ensure models align with portfolio management.

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

Preferred Qualifications:
Strong understanding of Bloomberg PORT and FactSet
Deep understanding of the various fixed income attribution models
Understanding of the various sources of return within each fixed income strategy.

Work Flexibility:
This role is eligible for remote work up to two days a week.

Company Profile:
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.