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Type of Role: InvestmentsOperations

Experience Level: Analyst/Associate

Location: Baltimore, Maryland

Salary: $168K - $194K

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

About The Role:  

Our team is looking for a Lead Analyst in Investment Performance Analysis – Operations that has experience delivering high quality support around investment performance activities.  Your understanding of an investment portfolio and the drivers of performance measurement results will be key as you partner with the Operations Director to support internal partners across the Investment and Distribution organizations with their complex analysis and informational needs.  Along with your individual contribution, you will provide technical guidance, mentorship and development to a team of performance professionals.  Additionally, this role will develop a governance process as well as a training and communication program for all users of benchmark data across the firm.  You will liaise with consumers across Client Relationship, Investments, Market Data, Technology and Reporting teams to ensure efficient onboarding and access to the data sets required to support needs.

Role Summary:

Analyzes and interprets investment-related data to help inform investment management’s decision making process and support operational capabilities to deliver performance services for new clients and for complex products and/or securities. Serves as a subject matter expert on performance, benchmark, attribution, and statistical data, acting as a resource to their immediate team and the firm as a whole.


  • Utilizes a wide variety of investment and performance and attribution tools and develops custom solutions for complex projects. Demonstrates mastery of analytical methods and tools by responding to complex ad hoc analytical and reporting requests on a daily basis from investment management and global client reporting teams in order to improve reporting processes and technologies. Independently leads complex projects and/or enhancements to existing processes, including oversight and execution of development, testing, implementation, post-implementation support, and adoption within the organization.
  • Develops and promotes new applications and/or capabilities for systems and tools to advance analytical concepts for the benefit of outputs and services to clients and resolve business issues related to performance. Develops and leads testing of new or existing performance systems.
  • Proactively follows industry trends and engages with business partners to anticipate new data and business requirements. Understands and works to eliminate source data gaps, and efficiently designs and implements new performance, benchmark, and statistical calculations in line with established best practices.
  • Leverages specialized expertise and acts as an escalation point for complex or time-sensitive issues or questions affecting the systems or business process discipline. Ensures a timely resolution with minimal impact to the business.
  • Responsible for using sound business judgment, technical knowledge, strong execution, excellent client service, and project management experience in order to navigate institutional business lines, exercising influence and persuasion where appropriate. Works with a cross-functional team, including technology, institutional business line, and management leaders and/or external vendors in order to successfully execute projects.

Typical Qualifications:

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

Preferred Qualifications:

  • CIPM, CFA or other relatable professional designation
  • Experience with a core Performance system (ex: Anova, FactSet)
  • Experience with vended market data procurement across major index providers, including familiarity with customization
  • History of implementing data governance frameworks and processes
  • 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 remote work up to two days a week (On-site days-Tues/Wed/Thurs, Remote days-Mon/Fri).

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.