Posted in General Business 30+ days ago.
Type: Full-Time
ABOUT THIS POSITION
The AUM Team is responsible for monitoring, cleansing and reporting the Firm’s Assets Under Management and Cash Flows in a timely and accurate manner.
The Lead Manager role will be accountable for supporting these efforts through project related work to include support of the production team and environment, leading system enhancements and automations, requirements gathering, data analysis, and user testing. They are expected to have a high level of technical expertise and/or deep business knowledge. This individual provides analysis of complex topics and needs to be solution focused. This individual will have leadership responsibilities and may have a team of direct reports.
This position concentrates on understanding, assisting and implementing AUM strategy, and building partnerships with business and technology partners across the firm. Managing risk is a key component of the role through institution and enforcement of appropriate team and system processes and data governance. The Sr. Analyst oversees and owns projects, providing technical expertise, and setting budget/scope/schedule. The position may also responsible for instituting and enforcing Data Governance around the reporting of assets and flows of the firm.
ROLE SUMMARY
Requires in-depth knowledge and expertise in data and reporting, preferably with specific knowledge of Assets Under Management and working knowledge of related disciplines such as recordkeeping, distribution areas, investment and product. Leads projects or work streams within broader projects. Accountable for work of self and sometimes others, provides process and standards advice in area of specialty. Works independently, receives minimal guidance. Acts as a resource for colleagues with less experience.
RESPONSIBILITIES
TYPICAL QUALIFICATIONS
Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience.
PREFERRED QUALIFICATIONS
Advanced Skills with Microsoft Access and Excel
Experience working with large data bases
Intermediate SQL writing skills
Project Management experience
Strategic thinker & problem-solver with proven ability to actively participate in execution to drive success.
Proven ability to approach strategic execution with commercial decision-making
Excellent negotiation skills & ability to influence.
Ability to take on people leadership
Product knowledge related to Assets Under Management
Intermediate MicroStrategy experience
Excellent presentation, writing and analytical skills
Proven ability to research, identify, interpret, and prioritize business data needs and issues
REGIONAL REQUIREMENTS
No FINRA licenses are required for this role.
T. Rowe Price is committed to providing our associates with a comprehensive total rewards benefit program, including wellness, retirement and quality-of-life benefits. Please view What We Offer to see what's available to you.
As part of T. Rowe Price’s Health and Safety protocols, effective October 19, 2021, any US-based new hires, including interns will be required to be fully vaccinated against COVID-19 or have a valid medical or religious exemption from receiving a COVID-19 vaccine.
T. Rowe Price |
T. Rowe Price |
T. Rowe Price |