Senior Cash and FX Investment Analyst

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.

About This Position

The Cash and FX Investment Analyst is responsible for the coordination of cash data, management of currency (portfolios), trading and hedging, and the establishment, implementation and ownership of cash and FX strategies, processes and policies.

 

Responsibilities

• Oversee cash balances and cash flow activity for multi-asset, equity, and fixed income accounts.  Evaluate data and communicate with other investment staff to ensure proper trading and settlement timing.  Review trading activity to verify consistency with cash flow details.   Act as primary contact for cash and FX related data. Drive firm-wide cash practices and policies. Assess impacts to cash management resulting from non-cash issues, changing business practices, or process gaps.
• Manage currency in equity and fixed income accounts. Monitor balances and related cash flow and trading activity to identify currency needs. Raise FX orders on the back of trading and to cover cash flows or to repatriate balances resulting from income or corporate actions.
• Manage hedging strategies for equity, fixed income and asset allocation strategies. Calculate, generate and route FX orders, roll forward positions, monitor exposure, and evaluate results of hedging strategies. Evaluate trading costs, settlement issues, and trading strategies. Identify and implement appropriate customized investment hedging strategies and processes for new mandates
• Lead and participate in projects impacting cash and currency management, including but not limited to monitoring of surplus cash investment vehicles, development of cash and FX systems and processes, and governing of FX standing instructions.

 

Qualifications

Required:

• Bachelor’s degree and 6+ Years T. Rowe Price or related experience
• 2-4 Years demonstrating proficiency in Intermediate Cash Analyst Role
• Demonstrated knowledge in all aspects of cash management
• Ability to influence and drive consensus
• Demonstrated ability to manage projects
• Working knowledge of investments, portfolios, and stock trading principles
• Ability to understand the impact on cash management of complex instruments such as futures, options, and total return swaps, as well as the additional complexities of global mandates, including international securities and regional timing & settlement differences
• Excellent communication and interpersonal skills
• Ability to ask for and assimilate communication from multiple parties to make pertinent trading decisions is paramount.
• Attention to detail and accuracy
• Ability to work both independently and as part of a larger team

Preferred:

• College degree and five years of related work experience, or a minimum of 10 years related work experience

 

FINRA Requirements

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

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base salary ranges:

$90,000.00-$115,000.00 for the location of: California, New York
$90,000.00-$115,000.00 for the location of: Washington, D.C
$90,000.00-$115,000.00 for the location of: Colorado, Maryland, Washington and all other US locations

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

We strive for equity, equality, and opportunity for all associates. When we