Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
TP
Hybrid Senior Analyst, Client Account Services – Alternative Investments
Posted 5 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
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