T. Rowe Price

They provide client related data and reports requested by clients, consultants and other client appointed third parties in all regions in which T. Rowe Price operates.. Reporting includes proprietary branded reports (Investment Reports, Factsheets, Quarterly Reviews, Pitchbooks), regularly scheduled custom reports, due diligence and regulatory reporting (DDQ’s, MiFID II reports) and various other deliverables (reconciliations, valuation statements, commentary).. Understanding of T. Rowe Price products and relevant data points associated with client reporting. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race.. T. Rowe Price is an asset management firm focused on delivering global investment

reporting

Manager, Client Reporting page is loaded Manager, Client Reporting Apply locations Owings Mills, MD time type Full time posted on Posted Yesterday job requisition id 70534 There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premierassetmanagerfocused 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.
Team Summary:
The Global Client & Investment Reporting team (GCIR) is responsible for the oversight, production, quality, and timeliness of all scheduled client reporting & pitchbooks for clients and strategies across multiple product and business lines. They provide client related data and reports requested by clients, consultants and other client appointed third parties in all regions in which T. Rowe Price operates. Reporting includes proprietary branded reports (Investment Reports, Factsheets, Quarterly Reviews, Pitchbooks), regularly scheduled custom reports, due diligence and regulatory reporting (DDQ’s, MiFID II reports) and various other deliverables (reconciliations, valuation statements, commentary). The team utilizes in-depth knowledge of client requirements and a variety of IT systems to compile inputs for the production of client reports in a timely and accurate fashion.
Role Summary:
The Global Client & Investment Reporting (GCIR) Manager is responsible for leading, supporting, and developing Supervisors and production teams in GCIR. The Manager is responsible for their team’s day-to-day delivery of client reports, investment product reports, and investment pitchbooks for the firms institutional and intermediary clients globally. This individual is accountable for the results of their line of business while demonstrating effective leadership and development skills for their direct reports and associates. The Manager must be able to ensure all applicable policies, procedures, and regulatory requirements are followed while also influencing within and outside of the department, often to more senior audiences. Working collectively with the Senior Manager of GCIR, the GCIR Manager will aid in the implementation of department strategy. Must be able to thrive in a fast-paced environment and be comfortable with regularly shifting priorities (daily) based on business need while delivering results within agreed upon timelines. Works closely with global peers to develop best practices, processes, and controls. Must have a client-first mindset with demonstrated sound strategic thinking and decision-making.
About This Job:
Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs.
Job Summary:
Manages professionals and/or supervisors
Is accountable for the performance and results of a team within the department
Executes business plans and contributes to the development of team and area strategy
Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from manager
Responsibilities:
Provides management for staff involved reporting on client portfolios and leads staff to execute on business goals. Serves as a resource on products and services offered to clients.
Works with internal clients to manage improvements in data collection and reporting platforms.
Serves as an escalation point for exceptional issues, keeping leadership apprised of potential areas of concern.
Responsible for ensuring training programs address department findings and organizational needs. Ensures staff development in area of expertise.
Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team. Accountable for the management of the financial and human resources of their assigned team to include budgeting, hiring, discipline, etc.
While position will be based in OM, Manager will be expected to spend some time at Pratt St office
Typical Qualifications:
Bachelor's degree or the equivalent combination of education and relevant experience AND
5+ years of total relevant work experience
Preferred Qualifications:
Strategic thinker & problem-solver with proven ability to understand details & actively participate in execution to ensure success.
Above-average time-management skills and effective ability to prioritize
Proven people leader & comfort in an ever-changing, fast-paced environment
Excellent verbal and written communication skills
A client service-oriented manner
Ability to work accurately under pressure and flexibility to meet stringent deadlines and unpredictable work volumes
Understanding of T. Rowe Price products and relevant data points associated with client reporting
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, color, 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.
About Us T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term.
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