Hybrid Senior Analyst, Client Account Services – Alternative Investments

at T. Rowe Price

• Job title: Senior Analyst, Client Account Services – Alternative Investments
• Job type: Full Time
• Experience level: Senior
• Salary: $78,000 - $133,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Owings Mills, United States

About the role

• Senior Analyst for Alternative Investments at T. Rowe Price. Responsible for managing complex investment products and operational workflows.

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.

Requirements

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

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