Sr Analyst, Client Account Services - Alternative Investments

Senior Analyst For Alternative Investments

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 This Position

We are seeking a highly motivated and detail-oriented Senior Analyst for Alternative Investments to join our dynamic team. This role is ideal for a self-starter who thrives in an unstructured environment and can exercise independent judgment. The successful candidate will have the opportunity to work with complex investment products, including Hedge Funds, Private Equity, BDCs, and Interval Funds, and will play a critical role in enhancing our service model and workflow.

Role Summary

As a Senior Analyst for Alternative Investments, you will be responsible for liaising with our Transfer Agent, coordinating the onboarding of new intermediaries and service providers, and resolving operational issues efficiently and effectively. You will lead strategic projects, develop expertise in diverse investment products, and maintain detailed written procedures for all aspects of the position. This role requires strong organizational skills, creative problem-solving abilities, and professional communication skills.

Responsibilities

• Liaise with the Transfer Agent to ensure accurate processing of activity and escalate issues internally and externally as needed.
• Coordinate the onboarding process for new intermediaries and service providers.
• Efficiently navigate alternative technology platforms to ensure timely trade reconciliation and effective problem resolution for enhanced advisory services.
• Resolve operational problems efficiently and effectively.
• Work with complex concepts and products in a dynamic environment with ambiguous situations.
• Develop and maintain detailed written procedures and continuously improve initiatives to enhance operational efficiency.
• Lead projects to implement strategic changes and improve our service model and workflow.
• Analyze data from the Transfer Agent and offer creative solutions to emerging problems.
• Develop expertise in all investment products and fulfill requests within the scope of the role.
• Support the oversight of Transfer Agent activities and document procedures and processes.
• Capture Transfer Agent data for operations reporting and maintain accountability to deadlines.
• Engage in direct, open, and progressive conversations with management and partners across the firm.
• Support ongoing custodian and intermediary relationships.

Qualifications Required :

Preferred :

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

$78,000.00 - $133,000.00 for the location of : Maryland, Colorado, Washington and remote workers

$85,500.00 - $146,000.00 for the location of : Washington, D.C.

$97,500.00 - $166,000.00 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.

This job posting is expected to be available until : 12 / 24 / 2025

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 :

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.