Financial Analyst I – FP&A
GEICO
SQL
Senior Analyst, Client Account Services – Alternative Investments
T. Rowe Price
full-time
Posted on:
Location Type: Hybrid
Location: Owings Mills • Colorado, Maryland • 🇺🇸 United States
Visit company websiteSalary
💰 $78,000 - $133,000 per year
Job Level
Senior
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysistrade reconciliationoperational efficiencyproject managementprocedure developmentproblem resolutioninvestment product expertisetransfer agent operationscomplex product launchalternative investment experience
Soft skills
detail orientationverbal communicationwritten communicationproblem-solvingleadershipcollaborationadaptabilitycreativityaccountabilityengagement
Certifications
Bachelor's degreerelevant experience
