Sr Analyst, Client Account Services - Alternative Investments

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. 

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.  

Join us for the opportunity to grow and make a difference in ways that matter to you. 

About this Position

We are seeking a highly motivated and detail-oriented Senior Analyst for Alternative Investments to join our dynamic team. This role is ideal for a self-starter who thrives in an unstructured environment and can exercise independent judgment. The successful candidate will have the opportunity to work with complex investment products, including Hedge Funds, Private Equity, BDCs, and Interval Funds, and will play a critical role in enhancing our service model and workflow.

Role Summary

As a Senior Analyst for Alternative Investments, you will be responsible for liaising with our Transfer Agent, coordinating the onboarding of new intermediaries and service providers, and resolving operational issues efficiently and effectively. You will lead strategic projects, develop expertise in diverse investment products, and maintain detailed written procedures for all aspects of the position. This role requires strong organizational skills, creative problem-solving abilities, and professional communication skills.

Responsibilities

• Liaise with the Transfer Agent to ensure accurate processing of activity and escalate issues internally and externally as needed.
• Coordinate the onboarding process for new intermediaries and service providers.
• Efficiently navigate alternative technology platforms to ensure timely trade reconciliation and effective problem resolution for enhanced advisory services.
• Resolve operational problems efficiently and effectively.
• Work with complex concepts and products in a dynamic environment with ambiguous situations.
• Develop and maintain detailed written procedures and continuously improve initiatives to enhance operational efficiency.
• Lead projects to implement strategic changes and improve our service model and workflow.
• Analyze data from the Transfer Agent and offer creative solutions to emerging problems.
• Develop expertise in all investment products and fulfill requests within the scope of the role.
• Support the oversight of Transfer Agent activities and document procedures and processes.
• Capture Transfer Agent data for operations reporting and maintain accountability to deadlines.
• Engage in direct, open, and progressive conversations with management and partners across the firm.
• Support ongoing custodian and intermediary relationships.

Qualifications

Required:

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

Preferred:

• At least 1+ year of related alternative investment experience
• Experience working with an outsourced Transfer Agent