Sr Analyst, Client Account Services - Alternative Investments

T. Rowe Price Group • Owings Mills, MD

86d • $78,000 - $133,000 • Remote

About The Position

We are seeking a highly motivated and detail-oriented Senior Analyst for Alternative Investments to join our dynamic team. This role is ideal for a self-starter who thrives in an unstructured environment and can exercise independent judgment. The successful candidate will have the opportunity to work with complex investment products, including Hedge Funds, Private Equity, BDCs, and Interval Funds, and will play a critical role in enhancing our service model and workflow.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 5+ years of total relevant work experience.

Nice To Haves

• At least 1+ year of related alternative investment experience.
• Experience working with an outsourced Transfer Agent.
• Transfer Agent, Intermediary and complex product launch experience.
• Strong detail orientation with professional verbal and written communication skills.
• Ability to engage in direct conversations with senior leaders and partners.

Responsibilities

• Liaise with the Transfer Agent to ensure accurate processing of activity and escalate issues internally and externally as needed.
• Coordinate the onboarding process for new intermediaries and service providers.
• Efficiently navigate alternative technology platforms to ensure timely trade reconciliation and effective problem resolution for enhanced advisory services.
• Resolve operational problems efficiently and effectively.
• Work with complex concepts and products in a dynamic environment with ambiguous situations.
• Develop and maintain detailed written procedures and continuously improve initiatives to enhance operational efficiency.
• Lead projects to implement strategic changes and improve our service model and workflow.
• Analyze data from the Transfer Agent and offer creative solutions to emerging problems.
• Develop expertise in all investment products and fulfill requests within the scope of the role.
• Support the oversight of Transfer Agent activities and document procedures and processes.
• Capture Transfer Agent data for operations reporting and maintain accountability to deadlines.
• Engage in direct, open, and progressive conversations with management and partners across the firm.
• Support ongoing custodian and intermediary relationships.

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: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree