Specialist, Global Client Investment Reporting at T. Rowe Price in Owings Mills, Maryland

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.

Team Summary:

The Global Client & Investment Reporting team (GCIR) is responsible for the oversight, production, quality, and timeliness of all scheduled client reporting & pitchbooks for clients and strategies across multiple product and business lines. They provide client related data and reports requested by clients, consultants and other client appointed third parties in all regions in which T. Rowe Price operates.  Reporting includes proprietary branded reports (Investment Reports, Factsheets, Quarterly Reviews, Pitchbooks), regularly scheduled custom reports, due diligence and regulatory reporting (DDQ’s, MiFID II reports) and various other deliverables (reconciliations, valuation statements, commentary). The team utilizes in-depth knowledge of client requirements and a variety of IT systems to compile inputs for the production of client reports in a timely and accurate fashion.

Role Summary:

This role includes the organization and gathering of reporting collateral for clients. Oversight, production, quality, and timeliness of all scheduled client reporting & pitchbooks are key functions within GCIR.

About This Job:

Provides first-level support to clients with questions about reporting systems and reports. Assists with collecting data and generating reports on portfolio performance.

Job Summary:

• Works within a broad variety of established procedures


• Requires full proficiency gained through job-related training and considerable on-the-job experience to perform a range of tasks


• Takes a broad perspective to problems and spots new, less obvious solutions


• Identifies key issues and patterns from partial/conflicting data


• Likely to act as an informal resource for colleague with less experience

Responsibilities:

• Provides first-level support to clients with questions about reporting systems and reports. Assists with collecting data and generating reports on portfolio performance.


• Provides support to more senior staff members and associates to collect and analyze data based on predefined procedures. Develops capabilities in data sourcing.


• Monitors reporting systems, addresses routine issues, and escalates complex issues to the appropriate higher-level resource.


• Completes tasks in a timely and accurate manner as expected by clients and ensures work meets compliance requirements; proactively escalates at-risk items.


• Begins to develop technical expertise regarding product and investment offerings in order to act as a resource to clients.

Typical Qualifications:

• Bachelor's degree or the equivalent combination of education and relevant experience AND


• 3+ years of total relevant work experience

Preferred Qualifications:

• Strong attention to detail


• Excellent communication skills


• Ability to work independently and as a team


• Strong time-management skills and effective ability to prioritize


• Comfortable in a fast-paced environment

FINRA Requirements: 

FINRA licenses are not required and will not be supported for this role.

Work Flexibility: 

This role is eligible for hybrid work, with up to two days per week from home.

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).

Base salary ranges:

$52,000 - $74,000 for the location of: California, New York
$52,000 - $74,000 for the location of: Washington, D.C
$52,000 - $74,000 for the location of: Colorado, Maryland, Washington and all other US locations

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

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 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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