Specialist, Global Client Investment 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

This role includes the organization and gathering of reporting collateral for clients. Oversight, production, quality, and timeliness of all scheduled client reporting & pitchbooks are key functions within GCIR.

About This Job

Provides first-level support to clients with questions about reporting systems and reports. Assists with collecting data and generating reports on portfolio performance.

Job Summary

• Works within a broad variety of established procedures
• Requires full proficiency gained through job-related training and considerable on-the-job experience to perform a range of tasks
• Takes a broad perspective to problems and spots new, less obvious solutions
• Identifies key issues and patterns from partial/conflicting data
• Likely to act as an informal resource for colleague with less experience

Responsibilities

• Provides first-level support to clients with questions about reporting systems and reports. Assists with collecting data and generating reports on portfolio performance.
• 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.

Typical Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience AND 3+ years of total relevant work experience

Preferred Qualifications

• Strong attention to detail
• Excellent communication skills
• Ability to work independently and as a team
• Strong time-management skills and effective ability to prioritize
• Comfortable in a fast-paced environment

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.