Sr Analyst, Client Account Services - Alternative Investments

Requisition Number: 78520

Position Title:

External Description:

About this 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.

 

Role Summary

As a Senior Analyst for Alternative Investments, you will be responsible for liaising with our Transfer Agent, coordinating the onboarding of new intermediaries and service providers, and resolving operational issues efficiently and effectively. You will lead strategic projects, develop expertise in diverse investment products, and maintain detailed written procedures for all aspects of the position. This role requires strong organizational skills, creative problem-solving abilities, and professional communication skills.

 

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.

 

Qualifications

Required:

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

 

Preferred:

• 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

 

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).

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Community / Marketing Title: Sr Analyst, Client Account Services - Alternative Investments

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.