A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.
We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.
If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.
Job Description
About The Client Implementation Management (CIM) Business Analyst is accountable for providing an advanced level of investment operational expertise and support for proprietary product activities with special emphasis on Collective Investment Trusts. This includes engaging with internal and external business partners and service providers, gathering and analyzing key reference data and operational requirements to solution operational efficiencies and risk mitigation efforts. The CIM Business Analyst is expected to lead change event discussions with custodians, recordkeepers, and other service providers as needed.
Scope
Provides quality operational support to clients on a daily basis, which includes identifying and resolving issues related to client operations, in accordance with the regulatory requirements and consumer laws, referring more complex problems to managers or other experts.
Responsibilities
Supports a variety of straightforward client relationships, including onboarding, monitoring requests, and resolving issues as they arise. Escalates complex issues and requests to more senior staff as needed.
Gathers data to inform operating or servicing agreements. Performs analyses on operational issues raised by clients and their service providers. Identifies a variety of nonstandard operational needs and escalates accordingly.
Builds and maintains effective working relationships with internal and external customers. Works with clients to resolve a wide variety of basic issues. Supports the communication of information to internal parties following established processes.
Participates in initiatives and projects to enhance the quality and efficiency of the client operations department processes. Recommends process improvements.
Qualifications
Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience
Preferred Qualifications
4+ years of investment management operations experience
Confidence and ability to interact with high level internal and external contacts, including Sales/Relationship Managers, investment professionals, clients, and service providers
Solid understanding of investment vehicles and products offered at T. Rowe Price
Intermediary trade and settlement functions including NSCC/DCC&S trading
Excellent organizational, analytical, and problem-solving skills
Demonstrated ability to lead conversations and meetings
Client service orientation and elevated attention to detail
Regional Requirements: This role does not require or sponsor FINRA licenses
Job Family: Client Reporting
Track: Knowledge Management
Level: KM2
T. Rowe Price is committed to providing our associates with a comprehensive total rewards benefit program, including wellness, retirement and quality-of-life benefits. Please view What We Offer to see what's available to you.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
