Sr. Specialist Design, Global Client & Investment Reporting

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

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.