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.
About the Team
The Global Client & Investment Reporting (GCIR) team is responsible for the oversight, production, quality, and timeliness of investment reporting and meeting materials across multiple product and business lines. GCIR’s embedded design team partners closely with Investment teams to deliver accurate, tailored, and effective meeting materials, pitchbooks, and reports.
Role Summary
This role specializes in production and data visualization for assigned Investment teams, with a primary focus on Fixed Income. As a member of GCIR’s embedded team, the specialist collaborates with Portfolio Managers (PMs), Investment Specialists, Compliance, Product Marketing, and others to develop high-quality materials for clients and prospects. Leveraging knowledge of complex investment products and client needs, the specialist creates standard and customized presentation materials that communicate each team’s investment story.
Responsibilities
- Manage the end-to-end production process for assigned projects, ensuring quality, timeliness, and relevance of content.
- Collaborate with internal teams (investments, compliance, marketing, leadership) to execute assignments and meet client needs.
- Source, update, and accurately incorporate data into materials using internal systems and through partnership with data providers.
- Apply style guidelines and brand standards to promote consistency and design integrity across deliverables.
- Champion process improvements and change initiatives, resolve issues promptly, ensure compliance, and foster a collaborative, client-focused work environment.
Qualifications
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience.
- 4+ years of total relevant work experience.
Preferred:
- Tangible experience creating bespoke PowerPoint presentations that are utilized by high level investment professionals and clients.
- Experience compiling large data sets and translating into infographics, visualizations, and PowerPoint presentations.
- Strong ability to identify inconsistencies in data and content.
- Excellent project management skills, with experience delivering high-quality results under tight deadlines and adapting to shifting priorities and feedback.
- Continues to develop technical expertise regarding product and investment offerings in order to act as a high-level resource.
- Strong relationship management, negotiation, and communication skills, including experience engaging stakeholders at all levels.
- Experience using reporting systems for performance and portfolio data.
- Adobe Creative Suite experience is a plus.
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.
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).
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$58,000 - $87,000 for the location of: Maryland, Colorado, Washington and remote workers$58,000 - $87,000 for the location of: Washington, D.C.
$58,000 - $87,000 for the location of: New York, CaliforniaThis job is eligible for overtime pay.
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.
Skills Required
- Bachelor's degree or equivalent combination of education and relevant experience
- 4+ years of total relevant work experience
- Experience creating bespoke PowerPoint presentations for investment professionals and clients
- Experience compiling large datasets and translating them into infographics, visualizations, and PowerPoint presentations
- Ability to identify inconsistencies in data and content
- Project management experience delivering high-quality results under tight deadlines and shifting priorities
- Technical expertise regarding investment products and offerings
- Relationship management, negotiation, and communication skills with stakeholders at all levels
- Experience using reporting systems for performance and portfolio data
- Adobe Creative Suite experience
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.
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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.
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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.
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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
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.
