Manager, Consulting Technology
Merchants Fleet Job In Hooksett, NH Or Remote
Are you ready to drive innovation and transform fleet consulting through technology? Merchants Fleet is seeking a Manager, Consulting Technology to join our high-performing Fleet Consulting team. In this role, you will lead the development and automation of analytical tools, models, and reports that shape the future of fleet management, delivering exceptional value to clients while building scalability within our organization.
This is an exciting opportunity to become a change agent, working cross-functionally as a subject matter expert to enhance Merchants Fleet's technology offerings and ensure service excellence. As a critical member of our Data Governance team, you will play a pivotal role in shaping the future of fleet analytics.
Location: Merchants Fleet Headquarters in Hooksett, NH or Fully Remote
What You'll Do:
As the Manager, Consulting Technology, you will:
Collaborate with the Director of Fleet Consulting to define, automate, and execute tools and strategies that drive innovation and growth.
Partner with sales, marketing, product development, operations, and technology teams to enhance client-facing data, reports, and dashboards.
Develop custom Power BI visualizations, dashboards, and reports for both client and internal use.
Lead the development, testing, support, and delivery of customer-facing reports to ensure portfolio needs are met.
Shape the future of fleet analytics through advanced modeling and analysis.
Manage special projects that contribute to business value and client satisfaction.
What You Bring:
Technical Expertise: Advanced skills in Microsoft Excel, Power BI (or similar visualization tools), SQL, and VBA.
Analytical Skills: Strong aptitude in data modeling, financial modeling, and reporting automation.
Problem-Solving: Conceptual thinking with the ability to navigate ambiguity and deliver impactful solutions.
Collaboration: Strong interpersonal skills and experience working cross-functionally.
Communication: Ability to simplify and present complex ideas to diverse audiences effectively.
Drive and Detail: Ambitious, results-driven mindset with exceptional attention to detail.
Experience:
7+ years of professional experience in delivering modeling tools and automation.
5+ years of direct experience in Fleet Management or a similar industry (preferred).
Education:
Bachelor's degree or equivalent work experience required; MBA preferred.
Connect With Me on LinkedIn to Learn More - linkedin.com/in/joewentworth
The Company
You're invigorated by team collaboration and a fast-paced work environment. Opportunities for growth motivate you to always bring your A-game. You're tired of being told "no" when you think of ways to improve, innovate, and do things better.
There's a place for people like you. Welcome to Merchants Fleet.
We've been around for more than 60 years, but we're the fastest growing fleet management company in North America. The fleet industry is behind every delivered package, the summertime memories kids make on their way to camp, and the heavy-duty trucks and vans that keep the lights on. That's a lot of responsibility, and why we want our employees to always be at their best.
Everything at Merchants Fleet is fueled by our entrepreneurial spirit, including:
Leadership who truly lead and engage with employees
Real career paths and the tools you need to grow and develop
A work environment that's encouraging and collaborative
We know employees won't stay if they're not happy, which is why we provide a great benefits package on top of our award-winning work environment. In fact, we've just made the "Great Companies to Work For in NH" list for the eighth year in a row and have a 88% employee satisfaction score (higher than the national average of 57%).
So, what are you waiting for? See why a career with Merchants Fleet is the best decision your future self has ever made.
Financial Reporting Analyst
Merchants Fleet Job In Hooksett, NH
Are you a detail-oriented financial professional with a passion for accuracy and efficiency? Do you thrive in a collaborative and dynamic environment? Merchants Fleet is looking for a Financial Reporting Analyst to join our Accounting team within the Planning, Analysis & Consulting (FPAC) group.
Location: Merchants Fleet Headquarters in Hooksett, NH / Hybrid
What You'll Do
Prepare annual financial statements, including footnotes and disclosures
Manage monthly financial statements, with a strong focus on securitization accounting
Ensure bank covenant compliance through detailed reporting and loan agreement reviews
Lead the automation of reporting using Planful
Research and interpret accounting standards, preparing internal white papers as needed
Assist in tax reporting and support annual filings
Contribute to special projects and ensure compliance with US GAAP
Support the annual audit process
What We're Looking For
Five or more years of experience in public/private accounting and financial management
Strong knowledge of US GAAP and experience preparing financial statements
Securitization experience is a plus
Proficiency in Microsoft Excel and reporting tools like Planful
Ability to analyze large data sets and streamline processes
Excellent communication, organizational, and time-management skills
Bachelor's degree in Accounting or Finance (CPA preferred, MBA or MSA a plus)
Why Join Merchants Fleet?
Innovative & Collaborative Environment - Work with top leaders across the company
Growth & Development - Expand your skills and expertise in financial reporting
Impactful Work - Play a key role in financial accuracy and decision-making
If you're ready to take your career to the next level, apply today and become part of the Merchants Fleet team!
The Company
You're invigorated by team collaboration and a fast-paced work environment. Opportunities for growth motivate you to always bring your A-game. You're tired of being told "no" when you think of ways to improve, innovate, and do things better.
There's a place for people like you. Welcome to Merchants Fleet.
We've been around for more than 60 years, but we're the fastest growing fleet management company in North America. The fleet industry is behind every delivered package, the summertime memories kids make on their way to camp, and the heavy-duty trucks and vans that keep the lights on. That's a lot of responsibility, and why we want our employees to always be at their best.
Everything at Merchants Fleet is fueled by our entrepreneurial spirit, including:
Leadership who truly lead and engage with employees
Real career paths and the tools you need to grow and develop
A work environment that's encouraging and collaborative
We know employees won't stay if they're not happy, which is why we provide a great benefits package on top of our award-winning work environment. In fact, we've just made the "Great Companies to Work For in NH" list for the eighth year in a row and have a 88% employee satisfaction score (higher than the national average of 57%).
So, what are you waiting for? See why a career with Merchants Fleet is the best decision your future self has ever made.
Retirement Service Consultant
Manchester, NH Job
ALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL) This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting.
**We are hiring entry level through senior level associates so all experience levels are encouraged to apply.**
**Essential Duties and Responsibilities:**
-Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
-The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
-Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus business and product offerings
-Consistently provide a high level of consultative proactive client service in a professional manner.
-Develop effective working relationships with team and internal departments in order to provide effective service for our clients. Successfully identify record and monitor assigned items; includes determining required action for resolution of client issues.
-Ensure inquires and issues are resolved and service levels are met.
-Provide thorough, high quality research, problem solving and issue resolution
-Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
-Participates in creating a strategy with Relationship manger to ensure client retention.
-Identify, document and address risks through superior client service. Communicate with team in order to keep all informed and support current client strategy.
-Assist in the management of vendor relationships on behalf of clients and partner.
-Deliver client retention by anticipating client's needs, recommending changes or actions, in conjunction with the Relationship manager.
-Achieve individual and team goals for service levels, growth and retention for assigned book of business.
-Identify and document systematically "opportunity plans" working with Relationship Manager on a strategy to mitigate risk.
-Achieve individual and team goals, for service levels, growth and retention risks through servicing your clients.
-Proactively communicate with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources in order to improve the client experience.
-Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients.
-Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.).
-Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients.
-Educate client regarding plan features, product capabilities or Ascensus functionality and process.
-Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process.
-Act in the role as the subject matter expert on specific topics for initiatives with responsibility for training and assisting others across departments in area of expertise.
-Provide training to members of team as opportunities arise.
-Perform other duties and participate in or lead special projects as assigned.
**Minimum Requirements:**
· Bachelor's degree or equivalent work experience.
· Direct client experience and Retirement Services industry experience or thorough knowledge preferred
· Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred.
· Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base.
· Excellent presentation skills, business etiquette, client service skills and time management.
· Demonstrated professionalism in all aspects of the role.
· Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation.
· Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred.
· Excellent analytical and problem resolution skills.
· Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype).
· Ability to work in a team environment to ensure common goal of providing exceptional client service.
· Ability to work well under pressure with multiple priorities and deadlines in a demanding environment.
· Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company.
· Ability to work extended hours to meet business needs as required.
· Quality focus with attention to detail.
· Handle other essential tasks as assigned.
The national average salary range for this role is $40K-80K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits _._
_Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website._
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
Investment Writer I
Remote or Baltimore, MD Job
External Description:
Develops and delivers a wide range of written content for an assigned group of investment products through independent research, analysis, and collaboration with investment professionals. The focus of the content is to clearly communicate factors that have driven portfolio performance, positioning decisions, and other key perspectives of portfolio management to clients and prospects.
Responsibilities
Writes investment content for client and marketing communications for an assigned group of investment strategies. These communications include client reports, RFP responses, intellectual capital, and Web content.
Works both independently and with investment professionals to interpret data related to portfolio results and investment management decisions. Based on this data analysis, engagement with investment staff, and additional research, produces insightful, clear commentary that reflects the perspective of the portfolio manager.
Delivers content on scheduled deadlines for a range of investment vehicles-including funds, separate accounts, and associated portfolios-and both institutional and retail audiences.
Adheres to writing guidelines and internal standards to ensure investment content meets compliance, quality, and style requirements.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
2+ years of total relevant work experience
Preferred:
Professional Writing
Collaborative Editing
A foundational understanding of capital markets and investment products
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 two days per week from home.
City:
State:
Community / Marketing Title: Investment Writer I
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: 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.
Client Account Services Sr. Manager - Insurance
Remote or Baltimore, MD Job
External Description:
A solutions-oriented service organization that is accountable for the client's operational service experience by providing proactive single point of contact, targeted and enriched approach to servicing while delivering and developing best of class capabilities.
Role Summary
The Client Account Services Sr. Manager - Insurance is responsible for managing the end-to-end service experience for our insurance clients and supporting complex client onboarding efforts.
This role requires extensive liaising between internal and external stakeholders to customize service models to meet client requirements, particularly those in the insurance sector with significant AUM at T. Rowe Price. The Sr. Manager will be responsible for high-volume account-specific client inquiries, ensuring timely and accurate responses to maintain client satisfaction. Additionally, the Sr. Manager will hold regular operational due diligence meetings with these clients to maintain strong relationships and identify areas for improvement. The position is regionally focused but may involve working on client service projects from other regions as needed, forming part of the global Client Account Management function.
Responsibilities
Research best practices and competitive practices to develop recommendations for changes to client operations processes and protocols.
Services the ongoing investment operational needs of complex clients, including identifying data trends and analysis to support operational needs. Consults with clients and addresses highly complex, nonstandard servicing requirements. Raises awareness and teaches others how and when to escalate issues.
Communicates on a regular basis with highly complex and challenging clients and their service providers to deliver high-quality services. Monitors risk and engages in problem solving by critically questioning and analyzing practices that impact the client experience.
Recommends process changes to client operations that will have impact across T. Rowe Price clients based on expertise and knowledge of best practices. Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements.
Works with internal and external contacts to identify opportunities to improve business processes and to increase the level of client service
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
8+ years of total relevant work experience
Preferred:
Excellent analytical skills and attention to detail, accuracy, and deadlines
Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization
Proven ability to work in a team environment with a strong sense of urgency
Highly motivated with demonstrated initiative and the ability to work independently
Experience working directly with asset management division of insurance business and with insurance-focused regulatory inquiries & reporting
Experience and expertise in fixed income markets, securities, and derivatives instruments
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 two days per week from home.
City:
State:
Community / Marketing Title: Client Account Services Sr. Manager - Insurance
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: 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.
2025 Global Technology - Software Engineering Internship Program
Remote or Randallstown, MD Job
External Description:
Global Technology Software Engineering Internship Program - Maryland
For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and employees and focused on sustained growth and success.
We're seeking dedicated software engineers to help build the next generation of platforms and applications. If you are looking to design cloud- based architectures, deliver impactful user experiences across the web and mobile devices, and learn about the finance industry along the way, then we want you! This is a chance to create an impact on our business as a part of a broader technology transformation and gain experience in cloud-based solutions, data architecture, and business solution architecture!
Program Structure:
The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking and application of your skills, you can add value in various ways to our Global Technology organization and the clients we support. You will have the opportunity to work with the latest technologies and work with forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives.
Role Summary & Job Responsibilities:
You will be placed within a specific department within Global Technology. As a Software Engineering Intern you will:
Support part of the software development process: Design, develop, modify, adapt and implement short- and long-term solutions to information technology needs through new and existing applications, systems, databases and applications infrastructure
Review and interpret system requirements and business processes
Code, test, debug and implement software solutions
Recommend technical solutions based on partnership with our senior engineers
Implement automated testing
Work with existing data models and schemas
Apply strong logic and reasoning capabilities
Build industry knowledge to support the software development activities and understand the work of the team.
Areas of Interest:
Software Engineering (Java, JavaScript, Python, SQL, Git, CI/CD, Docker)
Mobile Application Development (iOS/Swift, Android/Java, Apple Testflight, Google Firebase)
Cloud Computing (Amazon Web Services: Development and Operations, Systems Administration, App Support)
Operating Systems (Linux)
Machine learning
Required Qualifications
Full time student pursing a bachelor's degree with an expected graduation date of December 2025 - May/June 2027.
Major: Computer Science, Computer Engineering, Mathematics, Engineering, Physics, or Data Science
Cumulative grade point average of at least 3.0 on a 4.0 scale
Actively seeks feedback and mentorship in order to improve technical skills (e.g., through submitting work for code or model review)
Demonstrate competence in at least one programming language or technology
A commitment to continuous learning and development
Enthusiasm for learning & results oriented
Stays current with many best-of-breed technologies
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status)
Opportunities are available in Owings Mills and Baltimore, MD.
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 three days a week.
WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each.
Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone.
Estimated Time Commitment: 45 minutes
3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.
City:
State:
Community / Marketing Title: 2025 Global Technology - Software Engineering Internship Program
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: 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.
Intermediary Sales Consultant (B/D & DCIO) -San Francisco
Remote or California Job
External Description:
The Intermediary Sales Consultant is a sales and relationship partner with external sales professionals with whom they aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience of Financial Advisors. You work collaboratively to cover identified advisors based on their needs and/or refer them to external counterparts as appropriate. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.
Are you passionate about financial markets and sales?! If so, we encourage you read more and apply!
Responsibilities
Relationship Management - We work with assigned external sales partner in optimizing client coverage within a territory. This work includes both encouraging existing relationships to deepen and broaden those with T. Rowe Price, while also strategically prospecting to discover relationships that could be mutually beneficial. You're accountable for aiding your external partner in elevating T. Rowe Price's brand awareness, building client loyalty, growing the distribution of the firm's products, and driving sales among financial advisors within their territories.
Business Development - You develop new business with your territory partner. You are collaborative in identifying sales opportunities, deepen overall territories, and independently sell to prospects as well as deepen relationships with existing advisors. ISCs can use a service associate role to perform some specific non-client engagement activities.
Territory Management - We apply various data sources, both internal and third party, to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment. This allows you to have lists of prioritized advisors. You document territory sales measurements towards attainment of sales/service goals and overall growth of territory. You're developing territory plans and helping to guide its progress.
Sales Support and Follow-up - In partnership with your external, you deliver on preparation and follow-up items that help ensure they are prepared when in the field. This includes but is not limited to the following activities such: post face to face meeting follow-up emails and outbound calls to advisors/key contacts, preparation work for investment professional meetings and/or due diligence meetings held by either the ISC or the external partner, coordination with Service team.
Travel/Client Facing Engagements - You will attend periodic conferences to represent the firm and to win leads for all territories. Regular territory travel with their territory partner is also required.
CRM - Appropriately document and update our CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system. You're encouraged to provide insight and proactive ideas for improvement to optimize internal/external salespeople's time as well as to build improved client experience.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience
This role requires the FINRA Series 7 and Series 66 licenses. Licenses may be obtained within first 3 months of hire if not currently held.
Preferred:
MBA, CFA, CFP, CIMA
Extensive knowledge of the financial service industry
Previous intermediary experience as well as strong product knowledge
A passion for keeping up to date in the economy and financial services industry
Strong consultative, client service, and relationship building skills
Strong interpersonal skills and ability to flex to the client
Motivated by a collaborative and driven environment
Flexibility and the ability to grow and change within an evolving organization
Proven results using a consultative sales process
Sophisticated presentation and communication skills
High attention to detail and documentation process
Work Flexibility
This role is eligible for remote work up to two days a week.
FINRA Requirements
FINRA licenses are required and will be supported for this role. (Refer to
Required Qualifications
)
WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes
3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.
City:
State:
Community / Marketing Title: Intermediary Sales Consultant (B/D & DCIO) -San Francisco
Company Profile:
Location_formattedLocationLong: California, US
CountryEEOText_Description: 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.
Automotive Technician, Class B/C
Merchants Fleet Job In Hooksett, NH
What Your Day Will Look Like:
This position requires the ability to perform all under-carriage (steering, suspension, exhaust, tires, and brakes) without assistance and or guidance.
Additional capabilities will determine the appropriate
Class level
, such as the ability to perform most, or any/all repairs required to a vehicle with minor or bare minimum assistance and guidance from a "senior" technician, shop foreman and/or management when performing drivability and electrical diagnosis and repairs.
The Skills & Experience You Bring:
Levels of Experience and Accreditations:
Class B
Minimum of 3 years of experience as an Automotive Technician
Minimum of 3 current ASE Certifications (non-body repair)
State Inspection Certified
Class C
Minimum of 1 year of experience as an Automotive Technician
Minimum of 1 current ASE Certifications (non-body repair)
The Value You Deliver:
Strong communication skills
Have full mobility and the ability to work with your hands (lift up to 50 pounds, frequent standing and sitting)
Must maintain a minimum average production level (90-105% based on your Class level)
Must continue to keep a satisfactory driving record, as determined by Merchants, and remain eligible to be insured by the company's vehicle insurance carrier. Employee must cooperate in completing any required authorizations or paperwork for regular motor vehicle checks.
Must hold a valid U.S. driver's license and an acceptable driving record at time of hire.
The Benefits of Working at Merchants:
All Technicians are expected to own their own hand tools (we offer an annual tool reimbursement of up to $1000). The company will provide larger "shop" equipment such as lifts, jacks, lathes, battery chargers, welders, scanners, etc.
As a Maintenance Technician at Merchants Auto you will receive an excellent corporate benefits package (including Medical, Dental, Paid Time Off, 401K with match, and much more).
Join one of New Hampshire's BEST Companies to Work For winner 2015 - 2021 as well as BEST Automotive Dealership voted 21 years in a row by GKM National. Merchants Fleet & Merchants Auto join forces to become the nation's #1 source for Commercial Vehicles.
Check out the other benefits that Merchants has to offer here -- merchantsfleet.com/about/careers/benefits
Remote Retirement Plan Compliance Analyst
Remote or Miami, FL Job
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.
* We have several openings for this role.*
Section 2: Job Functions, Essential Duties and Responsibilities
* Ability to successfully complete and support the work outlined for the Compliance Associate roles
* Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
* Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information
* Supports DOL, IRS, and Large plan audits
* Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans
* Is responsible for plan administration, compliance and testing for identified blocks of business
* Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines
* Prepares annual valuation and compliance reports for Clients
* Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents
* Supports and completes assigned quality assurance reviews
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
* Assist with other tasks and projects as assigned
Supervision
* N/A
Section 3: Experience, Skills, Knowledge Requirements
* Bachelor's degree preferred
* Minimum 5 years of hands on Retirement plan testing experience is a must; 8+ years is preferred
* Experience doing Employer Calculations
* Must have experience with 5500's and other relevant documents
* Experience with cash basis and/or trust accounting
* 5 years of prior ERISA experience in the retirement industry preferred
* 5 years of experience in analysis of financial data required/ testing experience a must
* Strong Word, Excel, and Outlook skills
* Strong written and oral communication skills
* Strong analytical and problem-solving skills
* Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
* Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
* QKA designation preferred but not required
* Involvement or work towards associates QPA designation preferred
* Prior experience with plan administration software, i.e., Relius, FT Williams, ASC, or Datair
The national average salary is $70,000 - $100,000, exclusive of any bonuses and benefits. This salary range represents the low and high end for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
2025 Global Compliance - North America Compliance Internship Program
Remote or Randallstown, MD Job
External Description:
For 86 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and associates and are focused on sustained growth and success.
The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking, and application of your skills, you can add value in various ways to our firm and the clients we support. You will have the opportunity to work with practitioners in the field who are forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives.
The program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, Interns also gain exposure to associates and senior leaders across the firm through an executive speaker series, networking activities, and engagement with our Business Resource Groups, which advance diversity and inclusion efforts across the firm.
Groups within North America Compliance are responsible for identifying, measuring, and reporting on compliance matters related to personal trading, transaction processing, system reliability and stability, data integrity, marketing communications compliance, product development, fraud prevention, and policy reviews. They also take corrective action to resolve areas of noncompliance. Operational compliance staff work closely with other risk and compliance specialists internally and within the business units to control overall risk exposure. The North America Compliance Internship includes placement in one or many of our North America Compliance teams, including, Broker- Dealer Compliance, Fraud and Financial Crimes, Global Communications Compliance, Code of Ethics Administration, and North America Compliance - Trading and Investments
Responsibilities
Responsibilities may include:
Performing research and analysis, including interpreting large and complex data sets, to identify trends and exceptions and applying knowledge to prepare analyses and recommendations.
Partnering with Compliance resources and internal clients to identify areas of compliance program improvement, problem resolution, and following up as needed.
Assisting compliance team members in conducting testing of policies and procedures for an assigned business unit to determine if controls are sufficient.
Assisting with continuous improvement activities such as the analysis of exceptions and providing support for compliance reviews while seeking opportunities to increase process efficiency.
Qualifications
Required:
Full time student pursuing a bachelor's degree with an expected graduation date of May/June 2027
Preferred:
Open to all Majors but preference for legal studies, public policy or economics
Cumulative grade point average of at least 3.0 on a 4.0 scale
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 two days a week from home.
City:
State:
Community / Marketing Title: 2025 Global Compliance - North America Compliance Internship Program
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: 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.
Investment Grade Credit Analyst
Remote or Baltimore, MD Job
External Description:
The Investment Grade Credit Analyst will be responsible for the credit coverage of several major sectors and multiple individual company positions. The individual will research new issues and existing investment grade bonds as well as monitor the performance of portfolio holdings under assigned sector coverage.
Responsibilities
Conduct independent, fundamental credit research.
Analyze and explain economic, competitive, sector and political drivers that impact a borrower's ability and willingness to repay its debt.
Interact with management teams, other credit analysts, rating agencies, sell-side analysts, and other TRP investment professionals, including Fixed Income, Equity and Responsible Investing analysts.
Create historical and projected financial models, analyzing key financial metrics to differentiate improving from deteriorating credits.
Assimilate and filter various sources of information to develop well-researched short- and long-term perspectives, resulting in the assignment of TRP credit ratings, investment conviction ratings, and investment recommendations incorporating the fundamental outlook on sectors and issuers.
Produce and communicate regular forecasts of bond performance in selected credits. Also develop and apply relative value metrics, seeking investments that generate above-average returns without excessive risk.
Consider investments from a global opportunity set, including across different currencies.
Communicate credit opinions and investment recommendations orally and in writing to Portfolio Managers, traders, other TRP analysts, credit and advisory committees and external clients. Work within often tight time constraints to discuss recommendations first-hand with Portfolio Managers based globally.
Qualifications
Required:
5+ years of investment grade credit experience
Experience understanding and evaluating company creditworthiness.
Ability to make judgments based on market knowledge.
Experience with financial statement modelling and analysis.
Inquisitive nature, driven to excel in all aspects of the analytical process. Flexible, responsive and self-starting personality with keen attention to detail. Open-minded thought process and intellectual honesty.
Willingness to pursue and explore ideas and potential investment opportunities, supporting one's ideas to questioning by Portfolio Managers and other analysts.
Excellent communication skills, written and verbal.
Self-starter who initiates and maintains active communication, especially with peers in other locations.
Preferred:
Previous coverage within Industrial, Healthcare or Consumer Sectors
CFA
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.
City:
State:
Community / Marketing Title: Investment Grade Credit Analyst
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: 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.
2025 Quantitative FI Investing Internship Program
Remote or Baltimore, MD Job
External Description:
Quantitative Fixed Income Investing Internship Program
For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and employees and focused on sustained growth and success.
The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking and application of your skills, you can add value in various ways to our organization and the clients we support. You will have the opportunity to collaborate with the Fixed Income Quantitative Investments & Research team, which supports the expansion of the research group's analytical capabilities and activities. You will engage in analytical and quantitative projects alongside practitioners in the field who are forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives.
The program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, Interns also gain exposure to Associates and senior leaders across the firm through an executive speaker series, networking activities, and engagement with our Business Resource Groups.
You will be placed into the Fixed Income Quantitative Investments & Research department for the duration of the 10-week program with exposure to a variety of areas:
Systematic and tactical alpha models
Quantitative trade idea generation
Optimization & Portfolio Construction
QM Portfolio Management
Analytical and Quantitative Research Projects
FINRA licenses are not and will not be supported for this role.
Required Qualifications
Full time student pursing a master's degree in a quantitative field with and expected graduation date of December 2025 - May/June 2026
Demonstrated programming skills or aptitude, especially with R, MATLAB, Python and object-oriented programming.
Intellectual curiosity or knowledge of investments, portfolios, and quantitative analysis
Minimum GPA: 3.5 Overall
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
Opportunities are available in Baltimore, MD.
City:
State:
Community / Marketing Title: 2025 Quantitative FI Investing Internship Program
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: 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.
Marketing Manager - Segment Marketing
Remote or Baltimore, MD Job
External Description:
The Marketing Manager manages the implementation of Go-To Market plans for Americas for specified equity, fixed income, and alternatives products and thematic content, including contributing to strategy development, formulating product positioning, market research, content development, execution and distribution of tactics and measurement with the goal of improving and enhancing our ability to win and retain assets. This role supports the Director of Segment Marketing, as well as the marketing team and relationship managers in the U.S. and Canada to execute marketing strategies and initiatives. The role will interact with resources from other departments, such as investment management, global brand management, and shared services, to produce and disseminate high level, institutional quality content, presentations, advertising, and PR that positively positions and differentiates T. Rowe Price in the marketplace, and increases awareness, consideration and selection by institutional investors.
Responsibilities
Tactical planning and execution in support of identified business initiatives coupled with creative idea generation: Partners with cross-functional peers and segment leads in the execution of multichannel marketing plans aligned to specific populations of prospects and clients. Analyzes and monitors relevant industry trends and draws on investment and market knowledge to make informed recommendations and decisions. Collects data and assesses and synthesizes key performance indicators to provide recommendations and tactical marketing plan adjustments as well as for reporting and benchmarking.
Manages the development and execution of integrated investment marketing campaigns: Drawing on investment and market knowledge, as well as marketing and project management skills, manages the development of engaging, timely and meaningful output and integrated campaigns to support identified strategies and/or initiatives. Provides direction and input on content. Manages appropriate resources in the creation and production of output from initial idea through final, legally approved product, as well as dissemination and measurement. Output includes but is not limited to presentation decks, sales and client collateral, advertisements, web content, social media content, investment insights, email promotions and newsletters.
Manages projects: Gathers required background and perspective from lead segment marketer, Americas relationship managers, investment professionals and other business unit managers, to provide informed direction to creative, writing and legal teams. Ensures projects are properly executed and content meets the desired need within the agreed timeframe.
Ad Hoc Projects: Supports various ad hoc marketing projects and initiatives as appropriate including cross business unit efforts.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
5+ years of total relevant work experience
Preferred:
5+ years of experience that combines marketing, communications, and investments preferably with an investment management firm
Experience working in the institutional asset management field with base knowledge of institutional investment strategies
Knowledge of financial markets and investing
Intellectual curiosity and knowledge of current trends in the Institutional marketplace
Strong analytical skills, both quantitative and qualitative
Marketing and project management related experience
Self-motivated, team-oriented, responsible, creative thinker and problem solver with excellent attention to detail and a personal drive to impact business results
Superior organizational and time management skills, executing and managing multiple priorities simultaneously
Excellent written and oral communication skills, interpersonal skills, and ability to interact and work collaboratively with senior investment professionals and executives
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 two days per week from home.
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).
City:
State:
Community / Marketing Title: Marketing Manager - Segment Marketing
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: 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.
Digital Assets Investment Analyst
Remote or Baltimore, MD Job
External Description:
**There is location flexibility with this role.
Perform fundamental analysis of digital assets (major blockchains and ecosystems) to identify the key trends and the best-positioned protocols and assets, developing robust models and providing thoughtful analysis.
Write and publish research across a range of relevant areas, such as protocol specific research, economic and market related analysis, Tokenomics, and broader thematic research on crypto sectors, ecosystems and developing trends. Generate and disseminate rigorous, insightful and actionable investment research and communicate recommendations within the firm.
Utilize on-chain, market data, and blending Tokenomics with traditional financial modeling skills to initiate and maintain coverage of specific digital assets / protocols. Develop and maintain data models and dashboards, publishing key metrics, data focused reports and analysis.
Collaborate with the Digital Assets team and across the organization to drive the firm's Digital Assets Strategy, from building institutional knowledge to collaborating on operational and investment objectives and implementation.
Responsibilities
Conducts and publishes primary research on major public blockchains and digital assets at the asset and sector/ecosystem level (i.e. L1s / L2s, DePin, Gaming, DeFi, etc.) by researching, modeling Tokenomics, analyzing onchain & market data, interviewing founder/ecosystem teams and industry experts to gain a deep understanding of leading protocols within the industry.
Develop and maintain data models and dashboards, publishing key metrics, data focused reports and analysis.
Leverage on-chain data to track key indicators and metrics, highlighting developing trends.
Presents well-supported, fully developed investment ideas and makes recommendations to Portfolio Managers to buy/sell specific tokens that the Analyst feels will positively impact the performance of the portfolio. This requires good judgment on the part of the Analyst and the ability to clearly articulate the risk/reward payoff of the recommendation.
Effectively follows up when a buy/sell has been executed on a recommendation made by the Analyst. This requires the Analyst to provide constant feedback on all meaningful changes in the “story” of the token to ensure adequate information to make future decisions on the token.
Collaborates with the rest of the Digital Assets team to advance on-chain investment capabilities, contributing to the development of the firm's on-chain operational and trading activities.
Contribute to building and enhancing institutional knowledge across the firm.
Qualifications
Required:
At least 5+ years of buy side and/or sell side investment research analyst experience
Skills in technical research, data science, financial analysis and modeling
Strong, existing knowledge of crypto assets and markets
Excellent written and verbal communication skills, including the ability to explain complex topics clearly and concisely to a non-technical audience
Strong writing skills
Strong quantitative skills
Preferred:
Programming skill in at least one programming language, such as R or Python, and/or SQL is preferred
Familiarity and experience using tools for API data, and familiarity and comfort using crypto-related on-chain data
Collaborative and communicative, understanding that this rapidly evolving space involves wearing many hats and tackling problems outside your comfort zone to help the team succeed
Level of maturity and judgment which gives confidence in stressful situations
Detail oriented, rigorously accurate
Competitive nature
Academic excellence
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
City:
State:
Community / Marketing Title: Digital Assets Investment Analyst
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: 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.
Senior Analyst, Investment Liaison Private Asset Management
Remote or Baltimore, MD Job
External Description:
The Private Asset Management (PAM) group provides customized investment counseling and discretionary portfolio management for individuals, trusts, endowments, foundations and other institutions. The PAM Analyst supports the PAM Investment Staff through proactively identifying and addressing all client and investment operational needs, offering and developing solutions to optimize the client experience related to client on-boarding, offboarding and lifecycle events in between.
Responsibilities
Uses discretion and broad expertise to support the ongoing operational activities associated with portfolio management of multiple or complex investment strategies. varying in complexity and develops custom approaches for clients based on individual needs, Example activities include; researching and analyzing investment and performance data; ensuring coordination of responses on corporate action events; resolving pre-trade compliance issues; maintaining strategy-level data, benchmarks, and performance composites; processing discretionary trade orders, liaising with relevant business contacts (internally and externally) to coordinate service to the client.; and resolving investment, client and custodian related operational issues independently. May act as a resource for junior members while helping them complete operational activities.
Uses autonomy in decision-making while ensuring operational readiness to support investment management activities. This requires liaising between all internal and external stakeholders to ensure all documentation and operational requirements are fulfilled prior to inception/effective date.
On behalf of the portfolio managers, independently develops responses to ad hoc and recurring qualitative and quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects
Develops complex content and sources data for use in client meetings and investment staff (ex. Client meeting presentation, client reporting, portfolio manager meeting materials)
May represent department leveraging broad knowledge and expertise to lead departmental initiatives to increase efficiencies, scale, reduce risk, new capabilities and/or adhere to regulatory mandates
Responsible for owning and/or completing PAM Business deliverables (ex. Quarterly Billing, ADV Annual Mailing, RFPs, Client mailings, Audits, etc.)
Responsible for training new employees on policies and procedures, serves as point of issue escalation for less experienced employees, and implements cross-training routines to ensure continuity of coverage across a defined subset of investment strategies. Ensures accurate and complete procedural documentation.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
5+ years of total relevant work experience
Preferred:
Ability to work independently as well as part of a team
Possesses a positive, problem-solving oriented attitude to both internal and external client interactions
Strong communications and interpersonal skills
Possesses excellent organizational skills
Ability to manage multiple priorities, flexible
Excellent analytical skills and attention to detail, accuracy, and deadlines
Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization
Highly motivated with demonstrated initiative
Ability to communicate technical concepts and ideas to non-technical audience
Ability to navigate through internal and client organizations for decisions and sign-off
Ability to identify potential issues and escalate accordingly
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 two days per week from home.
City:
State:
Community / Marketing Title: Senior Analyst, Investment Liaison Private Asset Management
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: 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.
Senior Client Relationship Manager
Remote or Randallstown, MD Job
External Description:
Oversees assigned complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities based on client goals that may cross multiple business unit services/offerings and reviews with clients to ensure their needs are met. Responsible for relationships that are typically moderately sized and may span multiple products/services. Provides guidance to less experienced professionals and may provide secondary support on a large or key relationship under the guidance of functional managers.
Responsibilities
Becoming a trusted resource for retirement plan advisors who are critical to the success of RPS.
Consulting on investment vehicles, participant services and plan design solutions that will enhance AUM retention and expansion.
Understanding advisor needs, business model and point of view while helping them manage their retirement plan clients.
Consulting on legislative and regulatory developments, reviewing investment options, and monitoring of plan related fees.
Supporting RPS Sales in the acquisition of new business relationships.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
Series 6 and 63 licenses
Preferred:
5+ years of retirement industry experience working with plan advisors.
Ability to develop, articulate and implement strategies to optimize advisor relationships based on knowledge of their business model and practices.
Ability to work effectively as a member of a team.
Ability to use analytical tools and industry publications to gather information.
Exceptional client service, communication, and consulting skills.
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home. May consider a telework schedule.
City:
State:
Community / Marketing Title: Senior Client Relationship Manager
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: 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.
Remote Retirement Plan Compliance Analyst
Remote or Baxter, MN Job
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.
* We have several openings for this role.*
Section 2: Job Functions, Essential Duties and Responsibilities
* Ability to successfully complete and support the work outlined for the Compliance Associate roles
* Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
* Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information
* Supports DOL, IRS, and Large plan audits
* Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans
* Is responsible for plan administration, compliance and testing for identified blocks of business
* Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines
* Prepares annual valuation and compliance reports for Clients
* Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents
* Supports and completes assigned quality assurance reviews
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
* Assist with other tasks and projects as assigned
Supervision
* N/A
Section 3: Experience, Skills, Knowledge Requirements
* Bachelor's degree preferred
* Minimum 5 years of hands on Retirement plan testing experience is a must; 8+ years is preferred
* Experience doing Employer Calculations
* Must have experience with 5500's and other relevant documents
* Experience with cash basis and/or trust accounting
* 5 years of prior ERISA experience in the retirement industry preferred
* 5 years of experience in analysis of financial data required/ testing experience a must
* Strong Word, Excel, and Outlook skills
* Strong written and oral communication skills
* Strong analytical and problem-solving skills
* Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
* Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
* QKA designation preferred but not required
* Involvement or work towards associates QPA designation preferred
* Prior experience with plan administration software, i.e., Relius, FT Williams, ASC, or Datair
The national average salary is $70,000 - $100,000, exclusive of any bonuses and benefits. This salary range represents the low and high end for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
Securitized Products Credit Analyst
Remote or Baltimore, MD Job
External Description:
The position will be responsible for analyzing and developing credit opinions on securitized transactions in one or more of the following markets: ABS, CLO, CMBS, and RMBS. The position will require analysis of financial, consumer and property market fundamentals, security level cash flows, ongoing security surveillance, the assignment of credit ratings, and trade recommendations that benefit T. Rowe Price portfolios. The analyst will be an integral part of the Securitized Products team at T. Rowe Price.
Responsibilities
1. Analyze and evaluate investment opportunities in the securitized products universe.
2. Analyze and recommend potential purchases and sales of securitized products securities to enhance portfolio performance. Conduct fundamental sector, market and security analysis, and combine relative value and strategy considerations in sector and security recommendations.
3. Analyze the fundamentals in covered sectors, including underwriting standards, prepayment and default forecasting, collateral market trends, macro developments and their impact on securitized credit securities.
4. Communicate and collaborate with various internal and external parties to develop well-researched, sound investment recommendations and sector theses. This position will interact most directly with internal peers who also cover securitized products. The role will also interact with Rating Agency analysts, external sector experts, T. Rowe Price Portfolio Managers, Equity and Credit analysts, and Quantitative analysts, among others.
Qualifications
Required:
College degree
Three + years of direct investment experience
Experience developing and maintaining reports and data
Basic understanding of financial accounting, derivatives markets and computer skills
Experience using Intex and Bloomberg
Strong written and oral communication skills
Strong decision-making and risk management background
Strong analytical skills
Collaborative, inquisitive and detail-oriented personality
Preferred:
Some knowledge and experience in RMBS and ABS credit
Advanced business degree is a plus
Chartered Financial Analyst designation preferred
Experience with data querying languages and tools
Knowledge of Excel VBA and/or Python
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.
City:
State:
Community / Marketing Title: Securitized Products Credit Analyst
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: 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.
Senior Client Account Manager - Retirement Plan Services
Remote or Randallstown, MD Job
External Description:
Develops procedures/standards for communication with assigned clients, which are generally complex or specialized and large, to meet or exceed their operational, administrative, and compliance needs.
Role Summary
Works directly with plan sponsors, plan administrator, advisor/agents and Third-Party Administrator's (TPA) to assist in managing their inquiries and activities on the Retirement Plan
Responsible for building and strengthening relationships with client leadership in HR, Benefits, Payroll and Finance as well as TPAs and advisors as applicable
Grow and maintain operational and retirement plan knowledge to lead consultative administrative and operational calls as well as product and service campaigns
Will organize, facilitate, and present in meetings with clients (in-person or virtual)
Uses creative problem solving and effective communication to navigate complex situations with internal/external business partners
Leverages effective planning and organizing skills to maintain plan oversight and complete service needs for clients
.
Responsibilities
Requires working and conceptual knowledge in their own job discipline
Performs a range of assignments related to a job discipline
Accountable for their own work and effective coordination of process and information with others
Works independently, within guidelines and policies for ongoing work; may receive general guidance on new assignments
Maintains communication with assigned clients to meet or exceed their operational and administrative needs
Regularly consults with assigned clients to maintain a positive relationship and proactively uncovers ways to improve the daily operations of the plan
May support development of a service strategy, depending upon the client complexity and retention risk
Responsible for a wide variety of basic or more complex or specialized activities relating to the operations of the client's plan
May provide work direction to more junior team members and partners with other staff as necessary to develop and implement solutions
Participates in internal activities and initiatives designed to improve the Client Administration/Retirement Plan Services process and ensure a high-quality client experience. Helps develop and implement process improvements
Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues
Escalates highly complex issues to management or senior staff
Works with internal business partners and clients on adoption of new products, platforms, and services
Completes campaigns in a timely manner, frames client and T. Rowe Price benefits, and works to gain client adoption
Travels and presents at client sales and rebid meetings
Works with internal partners on best practices and service value to position to win
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
5+ years of total relevant work experience
Preferred:
Client facing experience
Retirement Plan/ 401(k) knowledge
Experience interpreting data for annual Non-Discrimination Testing and annual IRS Form 5500, IRS Form 5558 filing and plan audits
TRAC or OMNI Recordkeeping system knowledge a plus
Effective presentation skills
Strong written and verbal communication
Research and problem-solving skills
Project Management knowledge a plus
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
City:
State:
Community / Marketing Title: Senior Client Account Manager - Retirement Plan Services
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: 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.
Sr. Analyst, Investment Performance Analysis
Remote or Randallstown, MD Job
External Description:
Provides in-depth technical and broad subject matter expertise over critical and complex performance and statistical functions. Responsible for ensuring the accuracy in performance data generated by the function.
Responsibilities
Responsible for analyzing and defining business issues, opportunities, and enhancements and implementing solutions to improve reporting processes and technology. Leads complex projects to improve existing processes within the organization.
Utilizes knowledge and broad expertise to recommend and design solutions to complex business problems. Assists with the development and testing of performance systems.
Analyzes and reviews business requirements for complex projects. Leads work to determine feasibility of work and develops and manages project documentation, proposals, and business requirements and makes recommendation to managers and business partners based on findings.
Serves as an escalation point for any issues or questions that arise from a systems or business process perspective. Responsible for managing relationships with affected parties on progress or issues to ensure deadlines and expectations are met.
Responsible for using sound business judgment, technical knowledge, and project management experience in order to navigate institutional business lines, exercising influence and persuasion where appropriate.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
5+ years of total relevant work experience
Preferred:
CIPM, CFA or other relatable professional designation
Experience with a core Performance system (ex: Anova, FactSet) and Peer Universe Data Providers (Lipper & Morningstar)
Experience with vended market data procurement across major index providers, including familiarity with customization.
Advanced technical skills with Excel
Intermediate+ skill with SQL
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 two days per week from home.
City:
State:
Community / Marketing Title: Sr. Analyst, Investment Performance Analysis
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: 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.