Analyst, Client Implementation Management

T. Rowe Price · Baltimore, MD

Company

T. Rowe Price

Location

Baltimore, MD

Type

Full Time

Job Description

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.

Job Description

About

The Client Implementation Senior Analyst is accountable for providing an advanced level of investment operational expertise and support for institutional client and proprietary product activities. This includes engaging with internal and external business partners and service providers, gathering and analyzing key reference data and operational requirements, identifying, communicating and partnering with internal teams to solution bespoke reporting and data needs, and leading change event discussion with custodians, fund accountants and other service providers as needed.

Scope

Provides quality operational support to clients on a daily basis, which includes identifying and resolving issues related to client operations, in accordance with the regulatory requirements and consumer laws, referring more complex problems to managers or other experts.

Responsibilities
  • Supports a variety of straightforward client relationships, including onboarding, monitoring requests, and resolving issues as they arise. Escalates complex issues and requests to more senior staff as needed.
  • Gathers data to inform operating or servicing agreements. Performs analyses on operational issues raised by clients and their service providers. Identifies a variety of nonstandard operational needs and escalates accordingly.
  • Builds and maintains effective working relationships with internal and external customers. Works with clients to resolve a wide variety of basic issues. Supports the communication of information to internal parties following established processes.
  • Participates in initiatives and projects to enhance the quality and efficiency of the client operations department processes. Recommends process improvements.


Qualifications

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

Preferred Qualifications

  • 4+ years of investment management operations experience
  • Confidence and ability to interact with high level internal and external contacts, including Sales/Relationship Managers, investment professionals, clients, and service providers
  • Solid understanding of investment vehicles and products offered at T. Rowe Price
  • Energy, enthusiasm, and detail orientation
  • Excellent organizational, analytical, and problem-solving skills
  • Demonstrated ability to lead conversations and meetings
  • Client service orientation


Regional requirements: This role will not require or support FINRA licenses

Job Family: Client Operations

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, 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.

Date Posted

09/23/2022

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