Sr. Specialist, Client Reporting

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.

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.

Qualifications

Required:

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

Preferred:

• 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.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$58,000 - $87,000 for the location of: Maryland, Colorado, Washington and remote workers
$58,000 - $87,000 for the location of: Washington, D.C.
$58,000 - $87,000 for the location of: New York, California

This job is eligible for overtime pay.

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.