Lead Analyst -Investment Performance Analysis

Requisition Number: 73708

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About The Role

Lead Analyst -Investment Performance Analysis will have a deep understanding of performance calculations and expertise in the asset management industry allowing them to lead solution implementation projects.

Role Summary

Analyzes and interprets investment-related data to help inform investment management’s decision making process and support operational capabilities to deliver performance services for new clients and for complex products and/or securities. Serves as a subject matter expert on performance, benchmark, attribution, and statistical data, acting as a resource to their immediate team and the firm as a whole.

Responsibilities

• Utilizes a wide variety of investment and performance and attribution tools and develops custom solutions for complex projects. Demonstrates mastery of analytical methods and tools by responding to complex ad hoc analytical and reporting requests on a daily basis from investment management and global client reporting teams in order to improve reporting processes and technologies. Independently leads complex projects and/or enhancements to existing processes, including oversight and execution of development, testing, implementation, post-implementation support, and adoption within the organization.
• Develops and promotes new applications and/or capabilities for systems and tools to advance analytical concepts for the benefit of outputs and services to clients and resolve business issues related to performance. Develops and leads testing of new or existing performance systems.
• Proactively follows industry trends and engages with business partners to anticipate new data and business requirements. Understands and works to eliminate source data gaps, and efficiently designs and implements new performance, benchmark, and statistical calculations in line with established best practices.
• Leverages specialized expertise and acts as an escalation point for complex or time-sensitive issues or questions affecting the systems or business process discipline. Ensures a timely resolution with minimal impact to the business.
• Responsible for using sound business judgment, technical knowledge, strong execution, excellent client service, and project management experience in order to navigate institutional business lines, exercising influence and persuasion where appropriate. Works with a cross-functional team, including technology, institutional business line, and management leaders and/or external vendors in order to successfully execute projects.

Qualifications

Required:

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

Preferred:

• Working towards completion or have completed CIPM, CFA or other relatable professional designation.

• Previous work experience in the asset management industry

• Proven project management experience including familiarity with the Lean/Agile development framework.

• Strong relationship management skills

• Deadline driven and detail oriented.

• Proven ability to work well with all levels of management.

• Experience launching complex products to market.

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 two days per week from home.

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Community / Marketing Title: Lead Analyst -Investment Performance Analysis

Company Profile:

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. 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.