Sr. Specialist, Client Reporting

T. Rowe Price • Owings Mills, MD

10d • Hybrid

About The Position

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. About the Team 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 are key functions within GCIR.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience AND 4+ years of total relevant work experience

Nice To Haves

• Experience sourcing, validating, and leveraging portfolio, benchmark, and performance data from enterprise investment management systems to support client reporting and analytics.
• Excellent project management skills, with experience delivering high-quality results under tight deadlines and adapting to shifting priorities and feedback.
• Strong relationship management, negotiation, and communication skills, including experience engaging stakeholders at all levels.

Responsibilities

• Identifies process enhancements geared toward improving client service, operational efficiency, and/or output quality.
• Supports the maintenance of the reporting systems utilized by clients to generate reports on their portfolios and portfolio performance.
• Ensures workload is delivered within time frame expected by clients and meets quality and compliance requirements; proactively escalates complex issues and at-risk items and assists other team members with at-risk items
• Continues to develop technical expertise regarding product and investment offerings in order to act as a high-level resource to clients.

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