Senior Revenue Analyst
StarRez, Inc.
Analyst, Contact Center Services – Trader
T. Rowe Price
full-time
Posted on:
Location Type: Hybrid
Location: Owings Mills • Colorado, Maryland • 🇺🇸 United States
Visit company websiteSalary
💰 $76,000 - $106,000 per year
Job Level
JuniorMid-Level
About the role
- Execute orders for portfolio rebalancing, tactical shifts, client-driven requests, and model changes.
- Complete principal review and required maintenance, including account terminations and onboarding.
- Applies understanding of internal controls to help identify and mitigate risk in conjunction with trade review.
- Communicates with internal staff to process adjustments for client trading and reporting while maintaining compliance standards.
- Create, organize and review various reporting needs.
- Provides analytical oversight for business product line.
- Assists more senior professionals in their partnership with internal auditors, researching and providing information as requested.
- Acts as liaison between internal stakeholders; facilitates discussions and coordinates reviews.
Requirements
- 2+ years of total relevant work experience
- FINRA licenses 7, 63, 24 *These must be obtained within the first four months of hire if not currently held.
- Bachelor's degree or the equivalent combination of education and 3+ years of relevant experience
- FINRA licenses 7 and 63 (already licensed upon hire)
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
portfolio rebalancingtrade reviewanalytical oversightreportingrisk mitigationaccount onboardingclient trading adjustments
Soft skills
communicationcollaborationfacilitationorganizational skills
Certifications
FINRA license 7FINRA license 63FINRA license 24
