FP&A Manager driving financial planning, reporting, and decision support for Nanit, a leading baby tech company. Partnering with cross - functional teams to analyze performance and provide actionable insights.
TP
Hybrid Senior Analyst, Client Account Services – Alternative Investments
Posted 2 months ago
About the role
- Senior Analyst for Alternative Investments at T. Rowe Price. Responsible for managing complex investment products and operational workflows.
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.
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 5+ years of total relevant work experience
- At least 1+ year of related alternative investment experience
- Experience working with an outsourced Transfer Agent
- Transfer Agent, Intermediary and complex product launch experience
- Strong detail orientation with professional verbal and written communication skills
- Ability to engage in direct conversations with senior leaders and partners
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Strategic Finance Associate at Lindblad Expeditions handling budget and operational models. Analyzing data - driven financial insights to support strategic decisions in expedition travel.
Finance Internship at Vivo Vita providing support in financial control, documentation, and administrative tasks. Seeking analytical students from related fields with strong Excel skills.
FinOps Manager transforming enterprise IT financial management and optimizing cloud and data center costs. Leading financial strategy and operational improvements while enhancing value management for government clients.
Financial Analyst providing strategic financial analysis for the Vascular business unit at Teleflex. Focusing on managing financial reporting and supporting executive decision - making processes.
Working student in finance at Omexom, an international company, supporting financial analysis and projects. Ideal for students pursuing a degree in business engineering with a finance focus.
Intern in Financial Controlling at Deutsche Börse managing budget planning and personnel costs analysis. Involvement in financial reporting processes and support for monthly budget activities.
Senior Finance Manager managing financial operations for World Bank project in Central African Republic. Leading budgeting, financial reporting, and compliance for the project.
Manager, Finance & Operations at Metergy responsible for financial health and optimizing capital. Focus on collection strategies and leading high - performing teams.
FP&A Manager analyzing sales and revenue data for consultancy. Collaborating with teams to drive performance and business insights.