Sr. Specialist Design, Global Client & Investment Reporting

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.

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.

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.

• 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.

• Required:
  
  Bachelor's degree or the equivalent combination of education and relevant experience.
• Required:
  
  4+ years of total relevant work experience.
• Preferred:
  Tangible experience creating bespoke PowerPoint presentations that are utilized by high level investment professionals and clients.
• Preferred:
  Experience compiling large data sets and translating into infographics, visualizations, and PowerPoint presentations.
• Preferred:
  Strong ability to identify inconsistencies in data and content.
• Preferred:
  Excellent project management skills, with experience delivering high-quality results under tight deadlines and adapting to shifting priorities and feedback.
• Preferred:
  Continues to develop technical expertise regarding product and investment offerings in order to act as a high-level resource.
• Preferred:
  Strong relationship management, negotiation, and communication skills, including experience engaging stakeholders at all levels.
• Preferred:
  Experience using reporting systems for performance and portfolio data.
• Preferred:
  Adobe Creative Suite experience is a plus.

FINRA…