Sr. Specialist, Client Reporting

T. Rowe Price
United States
Workplace: HybridFull timeFunction: Product ManagementExperience: 4+ yearsEducation: bachelorsSkills: ["Project management","Relationship management","Negotiation","Communication","Process improvement"]

Organize and deliver scheduled client reporting collateral for clients and investment strategies across product lines. Own the oversight, production, quality, and timeliness of proprietary and custom reports, reconciliations, valuation statements, and regulatory deliverables. Improve processes to enhance client service, efficiency, and output quality, maintain the reporting systems used to generate portfolio reporting, and proactively escalate complex, at-risk items while becoming a high-level resource on products and investments.

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T. Rowe Price
T. Rowe Price
1 day ago

Sr. Specialist, Client Reporting

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Organize and deliver scheduled client reporting collateral for clients and investment strategies across product lines. Own the oversight, production, quality, and timeliness of proprietary and custom reports, reconciliations, valuation statements, and regulatory deliverables. Improve processes to enhance client service, efficiency, and output quality, maintain the reporting systems used to generate portfolio reporting, and proactively escalate complex, at-risk items while becoming a high-level resource on products and investments.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Organize and gather reporting collateral for clients.
  • •Provide oversight, production, quality, and timeliness of all scheduled client reporting.
  • •Identify process enhancements to improve client service, operational efficiency, and/or output quality.
  • •Maintain reporting systems used to generate reports on client portfolios and performance.
  • •Ensure workload delivery meets client timeframes and quality/compliance expectations, escalating complex or at-risk items and supporting team members.

Pay and Benefits

Perks:RetirementHealth InsurancePaid Leave

Key Requirements

  • •Bachelor’s degree or the equivalent combination of education and relevant experience, plus 4+ years of total relevant work experience.
  • •Experience sourcing, validating, and leveraging portfolio, benchmark, and performance data from enterprise investment management systems for client reporting and analytics.
  • •Excellent project management skills, delivering high-quality results under tight deadlines and adapting to shifting priorities.
  • •Strong relationship management, negotiation, and communication skills, including engaging stakeholders at all levels.
  • •Ability to ensure client reporting is delivered within expected timeframes and meets quality and compliance requirements.
Experience:4+ yearsAsset managementInvestment management
Education:Bachelor's
Skills:Project managementRelationship managementNegotiationCommunicationProcess improvement

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

T. Rowe Price
Global investment management firm offering mutual funds, retirement services, and advisory solutions for individual and institutional investors. Manages assets across equities, fixed income, multi-asset, and alternative strategies.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Baltimore, United States
Founded: 1937
WebsiteLinkedIn