Lead Analyst, Investment Performance & Analysis

T. Rowe Price • Owings Mills, MD

4d • Hybrid

About The Position

The Lead Analyst, Investment Performance Analysis, brings deep expertise in performance measurement, attribution, and benchmark methodologies, along with strong asset management industry knowledge, to lead solution implementation projects from concept through adoption. This role designs scalable reporting and tracking solutions, develops SharePoint-based tools to streamline team workflows, and applies AI-enabled efficiency tools to reduce manual effort and improve accuracy, speed, and consistency across performance services.

The position is based in the Maryland office and requires in-office presence four days per week, with up to one day per week from home. Remote work beyond this arrangement and alternative office locations are not available. The role works with cross-functional partners, including technology, institutional business lines, management leaders, and external vendors, to execute projects and improve performance services.

Requirements

• Bachelor's degree or equivalent combination of education and relevant experience.
• At least 8 years of total relevant work experience.
• Strong relationship management skills.
• Deadline-driven and detail-oriented.
• Proven ability to work well with all levels of management.
• Experience delivering complex data analysis and running projects.

Nice To Haves

• Working toward or completion of CIPM, CFA, or another related professional designation, particularly in project management, such as PMP, PMI-ACP, CSM, CSPO, or Lean Six Sigma.
• Previous asset management industry experience and working knowledge of performance calculation methodologies.
• Proven project management experience, including familiarity with Lean/Agile development frameworks.
• Technical skills in SQL, Python, or dashboard visualization building from a prior job role.
• Practical experience applying AI or automation tools responsibly to improve business processes.

Responsibilities

• Use investment, performance, and attribution tools and develop custom solutions for complex projects.
• Respond to complex daily ad hoc analytical and reporting requests from investment management and global client reporting teams to improve reporting processes and technologies.
• Independently lead complex projects and enhancements, overseeing development, testing, implementation, post-implementation support, and organizational adoption.
• Develop and promote applications and capabilities for systems and tools that advance analytical concepts, improve client outputs and services, and resolve performance-related business issues.
• Develop and lead testing of new or existing performance systems.
• Follow industry trends and engage with business partners to anticipate new data and business requirements.
• Identify and work to eliminate source data gaps, and design and implement performance, benchmark, and statistical calculations in line with established best practices.
• Act as an escalation point for complex or time-sensitive systems or business-process issues, ensuring timely resolution with minimal business impact.
• Use sound business judgment, technical knowledge, execution, client service, and project management skills to navigate institutional business lines and influence stakeholders where appropriate.
• Work with technology, institutional business line, and management leaders, as well as external vendors, to execute projects.

Benefits

• Competitive compensation
• Annual bonus eligibility
• 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: Senior