T. Rowe Price Client Inv Rptg Specialist in Owings Mills, Maryland
Our mission as a leading investment management firm is to help our clients achieve their long-term financial goals. We believe our associates are the key to this mission and we are always looking for talented individuals who share our commitment to our client’s success.If you’re looking for challenging work experiences and the ability to learn in a collaborative culture, we invite you to explore the opportunities available at T. Rowe Price.
PRIMARY PURPOSE OF THE POSITION
- The Global Client Investment Reporting Specialist manages the end-to-end production and distribution process for completing repeatable and ad-hoc client reports for specified business unit(s), ensuring compliance and brand standards are met. The Specialist uses in-depth knowledge of client requirements to interact with data or content providers and support teams to resolve issues and establish additional requirements, while ensuring the report is delivered on time and with the highest quality. As needed, the incumbent participates in special projects as well as process improvement initiatives.
Workflow/Production/Quality Assurance: Responsible for end-to-end production and distribution of a variety of repeatable and ad-hoc reports. Organizes and manages multiple tasks with changing priorities. Workflow involves the negotiation, establishment and management of deadline dependencies to meet client deadlines through coordination of data and content providers throughout the supply chain. Uses a variety of software/technology to compile existing components and create new exhibits as required. Ensures brand standards are met and is ultimately accountable for accuracy of reports prior to distribution. Identifies errors and seeks a timely resolution; directs content and data providers as needed. Manages report inventory using department technology platforms and procedures. Develops in-depth knowledge of investment strategies, data, business/product lines, and individual client requirements to respond to client queries relating to content or data. Responsible for proper archival of reports to meet firm and client compliance requirements. Ensures sufficient back-up support when out of office through training peers on responsibilities, inclusive of systems and processes.
Process Improvement/Project Participation: Identifies process enhancements geared towards improving client service, efficiency and quality. Use various methods and resources, both within and outside of the team/department, to understand all facets of an issue or an improvement opportunity, to undertake a level of analysis to understand potential efficiency increases, and to aid in the resolution of ideas and issues. Leverages subject matter expertise to participate in and support projects internal and external to GCIR.
Self-Development: Takes ownership of career planning and professional development and openly shares with supervisor. Effectively utilizes strengths while actively working to address development needs. Applies learnings from training programs and work experiences; gains insights from mistakes.
General knowledge and technical aptitude for working with software and technology platforms (MS Office, databases)
Ability to independently make decisions and problem solve
Demonstrated ability to learn new technology or processes quickly
Demonstrated ability to work within deadline driven environment – able to prioritize multiple deadlines while being mindful of the collective demands of the team
Calm under pressure of unpredictable work volumes and stringent deadlines
Detail oriented with excellent written and verbal communication skills
Proven ability to effectively communicate, collaborate, and negotiate with all levels of the organization
Strong organization skills
Demonstrated client service skills
High school diploma/equivalent and 2 years related work experience, or
Associate degree and 1 year related work experience, or
Adobe Creative Suite
Knowledge of and proficiency in both MAC and PC environment
Basic Knowledge of investment industry and products
Project Management Skills
T. Rowe Price is an Equal Opportunity EmployerT. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term.