GIPS Managed Accounts Senior Analyst at T. Rowe Price in Owings Mills, Maryland

Job Description:

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 The Role:

GIPS Managed Accounts Senior Analyst will have an in-depth knowledge and expertise in Managed Accounts (Retail SMA, Model, Model Delivery) and working knowledge of GIPS and composite maintenance.  This position will lead projects or work streams within the firm’s Wealth Strategy initiatives.  The candidate will be expected to provide process and standards advice within the managed account space of GIPS and composite maintenance.  The candidate is responsible for ensuring accuracy in the managed accounts composites and resulting performance and other data reported thereon.  The candidate will work independently, with minimal guidance and act as a resource for colleagues on the GIPS Team and within the firm.

Role Summary

Requires in-depth knowledge and expertise in their own job discipline and working knowledge of related disciplines.  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.  Provides in-depth technical and broad subject matter expertise over critical and complex performance and statistical functions. Responsible for ensuring the accuracy in performance data generated by the function.

Responsibilities:

• Responsible for analyzing and defining business issues, opportunities, and enhancements and implementing solutions to improve reporting processes and technology. Leads complex projects to improve existing processes within the organization.




• Utilizes knowledge and broad expertise to recommend and design solutions to complex business problems. Assists with the development and testing of performance systems.




• Analyzes and reviews business requirements for complex projects. Leads work to determine feasibility of work and develops and manages project documentation, proposals, and business requirements and makes recommendation to managers and business partners based on findings.




• Serves as an escalation point for any issues or questions that arise from a systems or business process perspective. Responsible for managing relationships with affected parties on progress or issues to ensure deadlines and expectations are met.




• Responsible for using sound business judgment, technical knowledge, and project management experience to navigate institutional business lines, exercising influence and persuasion where appropriate.

Typical Qualifications: 

• Bachelor's degree or the equivalent combination of education and relevant experience AND




• 5+ years of total relevant work experience

Preferred Qualifications:

• Experience working on Archer Investment Management Platform or similar managed account platform experience




• Certified Investment Performance Management (CIPM)




• Familiarity with Global Investment Performance Standards (GIPS®)




• High Level of responsiveness and follow through.  Partnering effectively to complete common goals




• Thoughtful process of analyzing data and problem-solving skills to reach a well-reasoned solution




• Strong interpersonal skills:  ability to build the trust and confidence of colleagues, strengthen relationships through on-going dialogue and interactions, and collaborate well with others




• Ability to draw own conclusions, articulate positions, communicate key messages, make recommendations, and influence in a team

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

Work Flexibility:  This role is eligible for remote work up to two days a week.  

Commitment to Diversity, Equity, and Inclusion:

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits: We invest in our people through a wide range of programs and benefits, including:

• Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions


• Flexible and remote work opportunities


• Health care benefits (medical, dental, vision)


• Tuition assistance


• Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.