Lead Analyst, Investment Performance & Analysis

T. Rowe Price • Owings Mills, MD

5d • $101,000 - $212,000 • 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. The 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.

This position is based in the Maryland office and requires in-office presence four days per week, with up to one day per week working from home. Remote work beyond this arrangement and alternative office locations are not available. The role works with investment management, global client reporting, technology, institutional business lines, management leaders, and external vendors to develop and improve performance-related systems, processes, reporting, and client services.

Requirements

• Bachelor's degree or an equivalent combination of education and relevant experience.
• At least 8 years of total relevant work experience.
• Deep expertise in performance measurement, attribution, and benchmark methodologies.
• Strong asset management industry knowledge.
• FINRA licenses are not required and will not be supported for this role.

Nice To Haves

• Working toward or completion of CIPM, CFA, or another relevant 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 role.
• Practical experience applying AI or automation tools responsibly to improve business processes.
• Strong relationship management skills.
• Deadline-driven and detail-oriented approach.
• Proven ability to work well with all levels of management.
• Experience delivering complex data analysis and running projects.

Responsibilities

• Use investment, performance, and attribution tools and develop custom solutions for complex projects.
• Respond to complex ad hoc analytical and reporting requests from investment management and global client reporting teams, improving reporting processes and technologies.
• Independently lead complex projects and process enhancements, overseeing development, testing, implementation, post-implementation support, and organizational adoption.
• Develop and promote applications and capabilities for systems and tools to advance analytical concepts, improve client outputs and services, and resolve performance-related business issues.
• Develop and lead testing of new or existing performance systems.
• Monitor industry trends and engage with business partners to anticipate new data and business requirements.
• Identify and address 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 system or business-process issues and questions, 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 cross-functional teams, including technology, institutional business lines, management leaders, and external vendors, to execute projects successfully.
• Design scalable reporting and tracking solutions and develop SharePoint-based tools to streamline team workflows.
• Apply AI-enabled efficiency tools to reduce manual effort and improve accuracy, speed, and consistency across performance services.

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
• Resources and benefits to support work-life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Senior