Specialist, Client Reporting
3 months ago
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
Role Summary
Provides first-level support to clients with questions about reporting systems and reports. Assists with collecting data and generating reports on portfolio performance.
**Responsibilities**:
- Provides support to more senior staff members and associates to collect and analyze data based on predefined procedures. Develops capabilities in data sourcing.
- Monitors reporting systems, addresses routine issues, and escalates complex issues to the appropriate higher-level resource.
- Completes tasks in a timely and accurate manner as expected by clients and ensures work meets compliance requirements; proactively escalates at-risk items.
- Begins to develop technical expertise regarding product and investment offerings in order to act as a resource to clients.
Qualifications:
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 3+ years of total relevant work experience
Commitment to Diversity, Equity, and Inclusion:
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.
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.
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