Sr Analyst, Middle Office at T. Rowe Price

Baltimore, Maryland, United States

T. Rowe Price Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Asset Management, Investment ManagementIndustries

Requirements

  • Technical and operational knowledge to resolve complex operating and accounting issues involving multiple internal groups or external parties
  • Expertise in Middle Office and trade support, including knowledge of the broader industry environment and client account trends
  • Experience facilitating front-to-back Operations processes of the investment trade lifecycle, from booking to final settlement
  • Ability to manage relationships with third-party vendors
  • Capability to identify, drive, and implement process improvement initiatives focused on risk, control, and scalability
  • Leadership skills to direct trade management and portfolio services activities

Responsibilities

  • Leads oversight of trade management responsibilities for Middle Operations and associated tasks
  • Directs a broad range of trade management and portfolio services activities enabled by an internal control environment that produces industry-leading accuracy and timeliness
  • Leverages Middle Office and trade support expertise to optimize operations and lead/execute changes in processes, protocols, and/or technologies to support an improved client experience
  • Navigates and resolves complex situations, ensures alignment with Senior Management’s priorities, and negotiates/facilitates resolutions to significant operational roadblocks using relationships with key stakeholders and other regions
  • Manages relationships with third-party providers
  • Works with the team to develop operational goals aligned with functional strategy

Skills

Trade Management
Equity
Fixed Income
Derivatives
Collateral Processing
Margin Processing
Securities Lending
Cash Services
Securities Setup
Account Maintenance
Risk Oversight

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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