Sr Analyst, Client Account Services - Alternative Investments at T. Rowe Price

Owings Mills, Maryland, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Alternative Investments, Financial ServicesIndustries

Requirements

Bachelor's degree or the equivalent combination of education and relevant experience
5+ years of total relevant work experience
Preferred: At least 1+ year of related alternative investment experience
Preferred: Experience working with an outsourced Transfer Agent
Preferred: 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

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

Skills

Hedge Funds

Private Equity

BDCs

Interval Funds

Onboarding

Transfer Agent Liaison

Project Leadership

Operational Resolution

Procedure Documentation

Independent Judgment

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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