MDI Analyst at T. Rowe Price

Hong Kong

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Finance, Investment ManagementIndustries

Requirements

Technical knowledge of performance, GIPS, and global Financial markets and processes
Bachelor's degree or the equivalent combination of education and relevant experience AND 5 years of relevant experience

Responsibilities

Assesses and reports on performance, statistics, risk and assets following compliance requirements internally and externally
Continues to develop an understanding of online tools and reporting platform
Answers standard and moderately complex inquiries from clients regarding client reporting operations
Reviews data leveraged to support business initiatives
Provides analysis and development of reports related to all aspects of account activities, performance, and investment-related practices and procedures
Serves as an escalation point for client inquiries
Continues to develop knowledge on various product and investment offerings in order to address client inquiries and concerns
Interprets and suggests programs or improvements to services delivered in order to improve client service and operational experience
Continues to develop expertise in investment data and compliance requirements
In charge of data portion of RFPs and DDQs
Effectively organizes and manages multiple tasks with competing priorities

Skills

asset data analysis

portfolio statistics

performance reporting

data quality

project management

mentoring

compliance

stakeholder management

T. Rowe Price

Global asset management and investment advisory services

About T. Rowe Price

T. Rowe Price provides investment advisory services and retirement solutions to individual investors, financial intermediaries, and institutions. The firm employs a disciplined investment approach supported by extensive research to deliver long-term value. It generates revenue mainly through management fees based on the assets it manages, which amounted to $1.569 trillion as of June 30, 2024. T. Rowe Price serves a wide range of clients, including individual investors, retirement plan sponsors, and institutional investors like endowments and foundations. Its global reach and experienced investment teams enable the firm to offer various investment strategies and products, helping clients achieve their financial goals.

Baltimore, MarylandHeadquarters

1937Year Founded

$78,115.8MTotal Funding

IPOCompany Stage

Quantitative Finance, Financial ServicesIndustries

10,001+Employees

Benefits

Paid Volunteer Time

Parental Leave

Learning & Growth Resources

Matching Charitable Gifts

Health Care Benefits

Generous Retirement Plan

Risks

Increased competition from AI-powered platforms challenges T. Rowe Price's traditional strategies.

Departure of key personnel may impact T. Rowe Price's wealth management capabilities.

High valuations of AI startups could divert capital from traditional asset management firms.

Differentiation

T. Rowe Price offers a comprehensive range of investment strategies across various asset classes.

The firm emphasizes long-term value through disciplined investment and extensive research capabilities.

T. Rowe Price's global reach and diverse client base enhance its market position.

Upsides

Growing interest in AI-driven investment strategies presents new opportunities for T. Rowe Price.

The rise of quantum technology aligns with T. Rowe Price's focus on tech startups.

Collaboration trends in biotech offer potential investment opportunities in genetic medicine.

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