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.
About This Position
The Data & Reporting Specialist plays a key role within the Individual Investor (II) Data Management team. The II business is responsible for over $200B in client assets and serves 1.3 million investors. This role supports production and project related data needs associated with our operational data platform, which is the foundation for all transactional and client data.
They will be comfortable using multiple T. Rowe Price systems to conduct data research and perform data quality monitoring and correction. The candidate will have business data expertise and strong problem-solving skills.
Role Summary
Independently compiles, synthesizes, and reports on T. Rowe Price or client data; provides support with access, maintenance, and security activities. Manages complex databases, feeds, etc., and assists with more complex data sources. Conducts calculations or reporting for more senior colleagues. May oversee the workflow of a data management support team and provides guidance to more junior staff. Supports the creation and delivery of standardized reports as well as ad hoc reports.
Responsibilities
Support day-to-day data management activities by monitoring complex databases and spreadsheet; adds and maintains data on T. Rowe Price systems; inputs and verifies accuracy of information, while also verifying information entered by more junior team members is accurate.
Monitor data feeds and perform data scrubbing for the Data management team and escalate data issues to more senior professions and management.
Handle basic inquiries related to customer privacy, customer data, and processing issues within a specific product/plan, and investigate and document data protection/privacy violations, exceptions, or occurrences exceeding tolerance thresholds.
Provide immediate and accurate feedback to representatives across appropriate business lines regarding errors in line with established policies and procedures and provides guidance to more junior staff.
Provide information based on a variety of data-related questions from internal and external clients and may help provide solutions.
Ensures that all customer responses are thoroughly documented and verified.
Test software enhancements and upgrades as necessary and may provide recommendations for improvement.
Qualifications
Required
Bachelor's degree or the equivalent combination of education and relevant experience AND 4+ years of total relevant work experience
Regional Requirements
FINRA licenses are not required and will not be supported for this role.
Preferred qualifications
Experience working in and around Brokerage
Prior knowledge of T. Rowe Price systems and products
Business data expertise
A high degree of intellectual curiosity and a desire to learn
Strong problem-solving skills
An attention to detail
Comfortable working with multiple priorities in a dynamic organization
Job Family Group: Business Enablement
Job Family: Data Management
Track/Level: S4
Minimum salary (USD) starts at:
50700
(Colorado only*) Salary range minimum is one component of our total compensation and benefits package. *Note: Disclosure as required by sb19-085 of the minimum salary compensation for this role when being hired into our offices in Colorado.
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.
As part of T. Rowe Price’s Health and Safety protocols, effective October 19, 2021, any US-based new hires, including interns will be required to be fully vaccinated against COVID-19 or have a valid medical or religious exemption from receiving a COVID-19 vaccine.
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.
