Alternative Investments Business Intelligence Analyst at T. Rowe Price in Baltimore, 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 this Position

This role will support Global Distribution on the launch of a new series of private equity offerings. This position offers a unique opportunity to build T. Rowe Price’s Alternatives Distribution capabilities.

Role Summary

• The position is part of the Global Alternatives Distribution team and will report to Director of Alts Client Service.


• This role is directly responsible for supporting the distribution of alternatives products. and will work closely with peers on partner teams which include Global Distribution Relationship Managers, USI - Wealth Management (WM), the Centralized Private Equity Team (CPET), and Oak Hill Advisors (OHA).


• This is a sales enablement role, partnering with Alternative Investment Specialists and cross channel generalist relationship managers to facilitate sales of alternative products.


• The role has location flexibility.

Responsibilities

• Develop, automate, and maintain data pipelines and reports for key stakeholders using tools, as well as automate client service processes (as applicable).


• Analyze data to identify trends, opportunities, and actionable insights for the alternative investment distribution unit.


• Contribute to financial modeling, performance tracking and market analysis for alternative investment products.


• Stay up to date on best practices in data analytics and the alternative investment landscape, particularly in private equity and private credit.


• Collaborate with cross-functional teams to design and optimize operational processes through data-driven strategies/solutions.


• Partner with shared services teams to build advanced dashboards and visualizations in Tableau, Power BI or similar platforms to effectively communicate complex financial information.


• Utilize Alteryx or related tools to streamline/automate workflow processes. Familiarity with Microsoft Excel, SQL, Python or similar methods.


• Ensure accuracy and integrity of data for reporting, compliance, and decision-making purposes.

Qualifications

Required:

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


• Minimum 3–5 years of relevant experience in alternative investments, finance and/or data analytics.


• Experience with alternative investment structures.


• Advanced Microsoft Excel skills, including macros, pivot tables and complex formulas.


• Exceptional analytical, problem-solving, and critical-thinking abilities.


• Excellent communication skills and ability to present complex data to non-technical stakeholders.


• Series 7 and 63, 65 or 66 are required. If the candidate does not currently hold the licenses they will be expected to obtain them within 6 months of hire.

Preferred:

• Expertise in Tableau, Power BI or other visualization tools.


• Experience with Alteryx or similar workflow automation platforms.

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full-time remote work.

Base Salary Ranges

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

$104,000.00 - $189,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$104,000.00 - $189,000.00 for the location of: Washington, D.C.
$104,000.00 - $189,000.00 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. 

This job posting is expected to be available until:

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 value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.   

Featured employee benefits to enrich your life:   

• 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  

Learn more about our benefits.  

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.