Analyst, Contact Center Services (Trader)

Requisition Number: 78210

Position Title:

External Description:

Role Summary

This is a critical Trader role with the firm responsible for executing trading for Retirement Advisory Service and ActivePlus Portfolios, which include, tactical shifts, implementation of new accounts, portfolio rebalancing, client-driven requests, and model changes. The individual will utilize technical and operational knowledge to execute investment strategies across client accounts. This also includes oversight of new account opening process along with principal review responsibilities. It is an excellent opportunity to use comprehensive knowledge of trading operations to recommend process changes and improvements to managers. The ideal candidate will be open to opportunities for knowledge sharing and skills development.

 

Responsibilities

• Execute orders for portfolio rebalancing, tactical shifts, client-driven requests, and model changes.
• Complete principal review and required maintenance, including account terminations and onboarding.
• Applies understanding of internal controls to help identify and mitigate risk in conjunction with trade review.
• Communicates with internal staff to process adjustments for client trading and reporting while maintaining compliance standards.
• Create, organize and review various reporting needs.
• Provides analytical oversight for business product line. 
• Assists more senior professionals in their partnership with internal auditors, researching and providing information as requested.
• Acts as liaison between internal stakeholders; facilitates discussions and coordinates reviews.

 

Qualifications

Required:

• 2+ years of total relevant work experience
• FINRA licenses 7, 63, 24 *These must be obtained within the first four months of hire if not currently held. 

Preferred:

• Bachelor's degree or the equivalent combination of education and 3+ years of relevant experience
• FINRA licenses 7 and 63 (already licensed upon hire)

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

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

City:

State:

Community / Marketing Title: Analyst, Contact Center Services (Trader)

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.