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.
Role Summary
The Sales Intelligence & Insights team is seeking a strategic thinker, with a consultative approach to join our team as a Lead Analyst. This role supports business leaders across the US Sales and Marketing teams, in close partnership with subject matter experts in Operations and Technology. We are looking for a dynamic individual who has a strong technical background and is able to communicate complex topics to less technical audiences. A successful Lead Analyst:
- Applies advanced technical expertise and business knowledge to produce relevant and meaningful visualizations, data analyses, and business insights to help formulate strategy and drive effective execution.
- Believes that success is achieved through collaboration, open communication, and a willingness to learn.
- Applies an effective consultative approach to maximize impact of desired outcomes
Responsibilities:
- Independently conducts advanced, complex statistical and quantitative analyses for US Intermediary and Retirement Plan Services distribution. In partnership with business subject matter experts, leads development of advanced statistical modeling and quantitative analysis projects. Serves as a resource to less experienced team members in development of advanced methodologies and techniques.
- Support US distribution sales to accelerate the delivery of business-critical insights from question to project to insight.
- Lead the development of quantitative analysis projects; effectively consulting with business partners from conception to activation.
- Prepare data visualizations and deliver insight to multiple audiences from management to sales teams.
- Effectively communicate technical outputs to non-technical audiences.
- Identify opportunities to improve the user experience by increasing automation and reducing required manual effort.
- Drafts project plans, use cases, user stories, and implementation reports.
Qualifications:
Required
- Bachelor’s degree in Finance, Accounting, Business Administration, or related field
- 8+ years’ experience in a related field, with progressing levels of responsibility
Preferred
- 5+ years of experience applying analytical processes to complex datasets and developing accompanying visualizations.
- 3+ years communicating with clients to frame business problems and deliver results.
- Experience working with cross functional teams.
- Strong communicator with a demonstrated ability to engage effectively with executive leadership
- Financial services industry experience preferred .
- BS/BA in STEM field preferred.
- Strong work ethic in terms of time management, project ownership, and accountability.
Relevant Technical Skills
- Experience in Data visualization tools (Tableau preferred)
- Experience in SQL
- Experience with data manipulation and analysis (python, R, Alteryx)
- Independently conducts advanced, complex statistical and quantitative analyses for assigned area. In partnership with business subject matter experts, leads development of advanced statistical modeling and quantitative analysis projects. Serves as a resource to less experienced team members in development of advanced methodologies and techniques.
- Validates and reviews results to ensure they address identified business needs. Reports results to senior leaders as needed.
- Prepares visualizations and delivers results to management and/or other leaders. In partnership with business subject matter experts, provides recommendations for addressing observed outcomes. Translates complex technical concepts and analyses to nontechnical audiences.
- Partners with cross-functional leadership to define the firm’s data-related requirements. Creates and manages the strategy and ensures data deliverables and processes drive business results for key segments of the firm. Oversees internal and external business partners in the execution of the plan. Drafts project plans, use cases, user stories, or business cases.
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Work Flexibility
This role is eligible for remote work up to two days a week.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
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.
