Manager, Client Reporting

Team Summary:

The Global Client & Investment Reporting team (GCIR) is responsible for the oversight, production, quality, and timeliness of all scheduled client reporting & pitchbooks for clients and strategies across multiple product and business lines. They provide client related data and reports requested by clients, consultants and other client appointed third parties in all regions in which T. Rowe Price operates.  Reporting includes proprietary branded reports (Investment Reports, Factsheets, Quarterly Reviews, Pitchbooks), regularly scheduled custom reports, due diligence and regulatory reporting (DDQ’s, MiFID II reports) and various other deliverables (reconciliations, valuation statements, commentary). The team utilizes in-depth knowledge of client requirements and a variety of IT systems to compile inputs for the production of client reports in a timely and accurate fashion.

Role Summary:

The Global Client & Investment Reporting (GCIR) Manager is responsible for leading, supporting, and developing Supervisors and production teams in GCIR.  The Manager is responsible for their team’s day-to-day delivery of client reports, investment product reports, and investment pitchbooks for the firms institutional and intermediary clients globally.  This individual is accountable for the results of their line of business while demonstrating effective leadership and development skills for their direct reports and associates.  The Manager must be able to ensure all applicable policies, procedures, and regulatory requirements are followed while also influencing within and outside of the department, often to more senior audiences.  Working collectively with the Senior Manager of GCIR, the GCIR Manager will aid in the implementation of department strategy.  Must be able to thrive in a fast-paced environment and be comfortable with regularly shifting priorities (daily) based on business need while delivering results within agreed upon timelines.  Works closely with global peers to develop best practices, processes, and controls.  Must have a client-first mindset with demonstrated sound strategic thinking and decision-making.    

About This Job:

Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs.

Job Summary:

• Manages professionals and/or supervisors
• Is accountable for the performance and results of a team within the department
• Executes business plans and contributes to the development of team and area strategy
• Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from manager

Responsibilities:

• Provides management for staff involved reporting on client portfolios and leads staff to execute on business goals. Serves as a resource on products and services offered to clients.
• Works with internal clients to manage improvements in data collection and reporting platforms.
• Serves as an escalation point for exceptional issues, keeping leadership apprised of potential areas of concern.
• Responsible for ensuring training programs address department findings and organizational needs. Ensures staff development in area of expertise.
• Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team. Accountable for the management of the financial and human resources of their assigned team to include budgeting, hiring, discipline, etc.
• While position will be based in OM, Manager will be expected to spend some time at Pratt St office

Typical Qualifications:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience

Preferred Qualifications:

• Strategic thinker & problem-solver with proven ability to understand details & actively participate in execution to ensure success. 
• Above-average time-management skills and effective ability to prioritize
• Proven people leader & comfort in an ever-changing, fast-paced environment
• Excellent verbal and written communication skills
• A client service-oriented manner
• Ability to work accurately under pressure and flexibility to meet stringent deadlines and unpredictable work volumes
• Understanding of T. Rowe Price products and relevant data points associated with client reporting

FINRA Requirements:

FINRA licenses are not required and will not be supported for this role.

Work Flexibility:

This role is eligible for remote work up to two days a week.<