Lead Analyst, Investment Performance & Analysis

*Before applying, please note that this position is based in our Maryland office and requires in-office presence four days per week. Only the Maryland compensation range displayed below applies to this role, regardless of a candidate's current location. Remote work beyond this arrangement and alternative office locations are not available. *  

 

Role Summary

The Lead Analyst, Investment Performance Analysis, brings deep expertise in performance measurement, attribution, and benchmark methodologies, along with strong asset management industry knowledge, to lead solution implementation projects from concept through adoption. Beyond subject matter expertise, this role is a builder and a connector: designing scalable reporting and tracking solutions, developing SharePoint-based tools that streamline team workflows, and applying AI-enabled efficiency tools to reduce manual effort and improve accuracy, speed, and consistency across performance services.

 

Responsibilities

• Utilizes a wide variety of investment and performance and attribution tools and develops custom solutions for complex projects. Demonstrates mastery of analytical methods and tools by responding to complex ad hoc analytical and reporting requests on a daily basis from investment management and global client reporting teams in order to improve reporting processes and technologies. Independently leads complex projects and/or enhancements to existing processes, including oversight and execution of development, testing, implementation, post-implementation support, and adoption within the organization.
• Develops and promotes new applications and/or capabilities for systems and tools to advance analytical concepts for the benefit of outputs and services to clients and resolve business issues related to performance. Develops and leads testing of new or existing performance systems.
• Proactively follows industry trends and engages with business partners to anticipate new data and business requirements. Understands and works to eliminate source data gaps, and efficiently designs and implements new performance, benchmark, and statistical calculations in line with established best practices.
• Leverages specialized expertise and acts as an escalation point for complex or time-sensitive issues or questions affecting the systems or business process discipline. Ensures a timely resolution with minimal impact to the business.
• Responsible for using sound business judgment, technical knowledge, strong execution, excellent client service, and project management experience in order to navigate institutional business lines, exercising influence and persuasion where appropriate. Works with a cross-functional team, including technology, institutional business line, and management leaders and/or external vendors in order to successfully execute projects.

 

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience

 

Preferred:

• Working towards completion or have completed CIPM, CFA or other relatable professional designation particularly in project management like (PMP, PMI-ACP, CSM, CSPO, Lean Six Sigma)
• Previous work experience in the asset management industry with working knowledge of performance calculation methodologies
• Proven project management experience including familiarity with the Lean/Agile development framework.
• Technical skills in SQL, Python or dashboard visualization building from prior job role
• Practical experience applying AI or automation tools to improve business processes in a responsible manner
• Strong relationship management skills
• Deadline driven and detail oriented.
• Proven ability to work well with all levels of management.
• Experience delivering complex data analysis and running projects

 

FINRA Requirements 

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

  

Work Flexibility 

This role is eligible for hybrid work, with up to one day per week from home. 

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$101,000.00 - $173,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$111,000.00 - $190,000.00 for the location of: Washington, D.C.
$124,000.00 - $212,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

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.