Analyst, Contact Center Services (Trader)

T. Rowe Price Group • Owings Mills, MD

81d • $76,000 - $106,000 • Remote

About The Position

This is a critical Trader role with the firm responsible for executing trading for Retirement Advisory Service and ActivePlus Portfolios, which include, tactical shifts, implementation of new accounts, portfolio rebalancing, client-driven requests, and model changes. The individual will utilize technical and operational knowledge to execute investment strategies across client accounts. This also includes oversight of new account opening process along with principal review responsibilities. It is an excellent opportunity to use comprehensive knowledge of trading operations to recommend process changes and improvements to managers. The ideal candidate will be open to opportunities for knowledge sharing and skills development.

Requirements

• 2+ years of total relevant work experience.
• FINRA licenses 7, 63, 24 (must be obtained within the first four months of hire if not currently held).

Nice To Haves

• Bachelor's degree or the equivalent combination of education and 3+ years of relevant experience.
• FINRA licenses 7 and 63 (already licensed upon hire).

Responsibilities

• Execute orders for portfolio rebalancing, tactical shifts, client-driven requests, and model changes.
• Complete principal review and required maintenance, including account terminations and onboarding.
• Applies understanding of internal controls to help identify and mitigate risk in conjunction with trade review.
• Communicates with internal staff to process adjustments for client trading and reporting while maintaining compliance standards.
• Create, organize and review various reporting needs.
• Provides analytical oversight for business product line.
• Assists more senior professionals in their partnership with internal auditors, researching and providing information as requested.
• Acts as liaison between internal stakeholders; facilitates discussions and coordinates reviews.

Benefits

• Competitive compensation.
• Annual bonus eligibility.
• A generous retirement plan.
• Hybrid work schedule.
• Health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering days.
• Family care resources, including fertility and adoption benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree