T. Rowe Price

T. Rowe Price

Sr. Specialist, Client Reporting

Owings Mills, MD · Senior

No sponsorship$58k-$87kDetected 51 days ago
Project ManagementNegotiationValuationCommunication

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odds of building a lasting career here

35Risky
Cap-exempt (no lottery)0
Sponsors this role72
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70

Thin sponsorship signal and lottery-bound (~15% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.

Lottery odds assume a STEM candidate.

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About the role

  • 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.
  • This role includes the organization and gathering of reporting collateral for clients.

Responsibilities

  • Supports the maintenance of the reporting systems utilized by clients to generate reports on their portfolios and portfolio performance.
  • Continues to develop technical expertise regarding product and investment offerings in order to act as a high-level resource to clients.
  • 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.

Requirements

  • 4+ years of total relevant work experience
  • FINRA licenses are not required and will not be supported for this role.
  • 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.
  • Required:
  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 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
  • 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).

Compensation

  • $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.
  • Base salary is only one component of our total compensation package.

Benefits

  • As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
  • Featured employee benefits to enrich your life:
  • Annual bonus eligibility
  • A generous retirement plan
  • 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
  • Learn more about our benefits.

Company info

  • 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).
  • Role Summary
  • Oversight, production, quality, and timeliness of all scheduled client reporting are key functions within GCIR.

Equal opportunity

  • Here, you can expect equal opportunity and fair and consistent treatment for all.
  • equal opportunity employer and values diversity of thought, gender, and race.

Visa & Work Authorization

  • 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-i
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