Consultant Database Reporting Analyst

Posted 2 Days Ago
Be an Early Applicant
Baltimore, MD, USA
In-Office
70K-148K Annually
Junior
Financial Services
The Role
Manages qualitative and quantitative data across proprietary and third-party consultant databases. Ensures data quality, maintains investment strategy content, conducts research and analysis, supports automated reporting, prepares consultant database responses and RFPs, and coordinates with relationship managers, investment specialists, content teams, and marketing data teams.
Summary Generated by Built In

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. 

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.  

Join us for the opportunity to grow and make a difference in ways that matter to you. 

Role Summary

Manages quality of qualitative and quantitative data within third party and proprietary consultant databases. Conducts advanced research and analysis for research analysts and investment consultants. Interacts occasionally with external stakeholders.


Responsibilities

  • Ensures accurate recording and monitoring of investment strategies and content across consultant databases according to T. Rowe Price policies and procedures. Edits content to fit consultant database requirements and positioning of strategy. Develops recommendations for timely resolution of issues and escalates identified quality issues to more senior professionals. Manages and contributes content/information to consultant databases, working with relationship managers to ensure appropriate strategy population, content, and data requests are met for each consultant database. Assists in the data aggregation to support the team’s automated reporting process. May work with consultant research analysts who provide input on ratings for T. Rowe Price investment products.
  • Manages and contributes content/information to consultant databases, working with relationship managers to ensure appropriate strategy population, content, and data requests are met for each consultant database. Assists in the data aggregation to support the team’s automated reporting process. May work with consultant research analysts who provide input on ratings for T. Rowe Price investment products.
  • Gathers data and advanced information from qualitative and quantitative resources to prepare reports, research, or other materials to meet senior relationship management professionals’ information request needs. May interact directly with consultants to ensure that the inquiry is addressed in a professional/timely manner.
  • Coordinates with a cross-functional team, including content management, strategy writers, investment specialists, and marketing data teams to ensure adherence to quality standards across channels. Identifies best practices to be shared with the broader team.
  • Prepares and responds to requests for information or requests for proposals (RFP) related to consultant databases. Works with more senior team members and the global consultant relations team to develop proposals. May respond directly to the consultant on behalf of the consultant relations manager. Monitors RFP outcomes through an internal database or follows up directly with the relationship manager.

Qualifications

Required:

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

Preferred:

  • Institutional knowledge is preferred.
  • Experience with eVestment. Morningstar, and other proprietary consultant databases.

FINRA Requirements

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


Work Flexibility

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

Base Salary Ranges

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

$69,500.00 - $118,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$76,500.00 - $130,000.00 for the location of: Washington, D.C.
$87,000.00 - $148,000.00 for the location of: New York, California

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

Commitment to Diversity, Equity, and Inclusion

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

Benefits

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

  

Featured employee benefits to enrich your life:   

  • Competitive compensation  

  • Annual bonus eligibility  

  • A generous retirement plan  

  • Hybrid work schedule  

  • Health and wellness benefits, including online therapy  

  • Paid time off for vacation, illness, medical appointments, and volunteering days  

  • Family care resources, including fertility and adoption benefits  

  

Learn more about our benefits.  

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.

Skills Required

  • Bachelor's degree or equivalent combination of education and relevant experience
  • 2 or more years of total relevant work experience
  • Institutional knowledge
  • Experience with eVestment, Morningstar, and other proprietary consultant databases

T. Rowe Price Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about T. Rowe Price and has not been reviewed or approved by T. Rowe Price.

  • Retirement Support — Retirement offerings are positioned as a standout, including strong 401(k) matching/contributions and related long-term savings features. Employee stock purchase options are also cited as part of the overall rewards structure that adds value beyond base pay.
  • Leave & Time Off Breadth — Time-off benefits are repeatedly framed as generous, including sizeable PTO allotments and multiple paid-leave categories. This breadth of leave is described as a meaningful component of the overall rewards package.
  • Career-Linked Recognition & Rewards — Annual bonuses and performance-linked rewards are described as common components of total compensation. Tuition assistance and development support are also presented as rewards that reinforce longer-term career growth.

T. Rowe Price Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Baltimore, MD
10,561 Employees
Year Founded: 1937

What We Do

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. Headquartered in Baltimore, Maryland, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors. At T. Rowe Price, we believe in strategic investing. It has guided how we do business for more than 80 years, and it’s driven by independent thinking and rigorous research. So our clients can be confident that we’ll strive to select the right investments as we help them achieve their objectives. Strategic investing means that we don’t stop at surface level analysis. Instead, we go beyond the numbers. Our investment professionals travel the world, visiting the companies they evaluate. It’s this passion for exploration and understanding that has helped inform better decision-making and prudent risk management for our clients since its founding by Thomas Rowe Price Jr. in 1937.

Similar Jobs

MongoDB Logo MongoDB

Senior Manager, Procurement

Big Data • Cloud • Software • Database
Easy Apply
Remote or Hybrid
United States
5550 Employees
76K-149K Annually

MassMutual Logo MassMutual

Consultant

Big Data • Fintech • Information Technology • Insurance • Financial Services
Remote or Hybrid
United States
6000 Employees
138K-181K Annually

Sage Logo Sage

Regional Sales Leader (East Coast)

Hardware • Healthtech • Software • Analytics
Remote or Hybrid
USA
95 Employees
200K-425K Annually
Remote or Hybrid
US
15100 Employees
93K-150K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account