At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
POSITION PURPOSE
The Consultant Relations Data Analyst (“Analyst”) plays a major role in the strategic positioning of qualitative and quantitative information for tier 1, 2 and 3 consultant databases, in support of the firm’s acquisition and retention efforts for its pension/separate account and intermediary distribution channels (Asia Pacific). In addition, he/she is responsible for supporting the consultant relationship management team in gathering information to deal with consultant queries.
Principal Responsibilities
Consultant Support: Collaborates with senior relationship management professionals to manage information requests that may result from formal (internal and external) meetings with consultant or that may occur in an ad hoc manner on any given day. This involves direct contact with research analysts at consultants, who have decision-making authority about ratings of T. Rowe Price investment products. Included may be reports, research, or other materials to meet their needs and further deepen the relationship. Will liaise with TRP internal teams and, as directed by the relationship owner, will interact with consultants directly to ensure that the inquiry is addressed in a professional/timely manner.
Requests For Proposals: The analyst will work with the global consultant relations team to respond to RFIs and short RFPs sourced from consultants. As necessary, they will work with consultant relations managers to qualify requests and may respond directly to the consultant with the proposal. The analyst is also responsible for following up with the Global Consultant Relations team to find out the result of an RFP.
Database Management: The analyst will be responsible for populating, updating, and maintaining all quantitative and qualitative information across various tier 1, 2 and 3 consultant and third-party databases. Responsibilities include performing regularly scheduled data updates, product additions and creating T. Rowe Price’s firm presence within new consultant/third-party databases.
Database Accuracy: The analyst will work with RFP content managers, investment writers and product specialists, as well as utilizing marketing collateral to ensure consistent information is communicated across databases. The analyst is also responsible for maintaining documents for broad content guidelines for each database (e.g., what content can/can’t be versioned), and tracks requirements and editorial decisions for content and data across all consultant databases.
PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS
Required:
Minimum of 2+ years of experience in the institutional investment management industry or experience with an investment consulting firm
Experience with quantitative data
Knowledge of investments and portfolio management
Project management and organizational skills, including attention to detail
Ability to handle multiple tasks in a deadline-driven environment
Experience interfacing with sales and client service professionals
Team player but able to work on an individual basis
Strong interpersonal skills
Excellent communication and negotiation skills
Professional presence
Preferred:
Experience on an RFP, consultant team or marketing support team for an institutional asset manager or experience at a consulting firm.
Solid knowledge of investments.
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.
