Consultant Database Reporting Analyst

Role Summary

Manages the integrity and quality of qualitative and quantitative data across third-party and proprietary consultant databases. Conducts advanced research and analysis to support research analysts and investment consultants and prepares high-quality responses to consultant Due Diligence Questionnaires (DDQs) and Requests for Information (RFIs). Partners with internal stakeholders to ensure accurate, timely information and periodically interacts with external stakeholders to address data and information needs.

 

Responsibilities

• Ensures accurate recording and monitoring of investment strategies and content across consultant databases according to T. Rowe Price policies and procedures. Edits content to fit consultant database requirements and positioning of strategy. Develops recommendations for timely resolution of issues and escalates identified quality issues to more senior professionals. Manages and contributes content/information to consultant databases, working with relationship managers to ensure appropriate strategy population, content, and data requests are met for each consultant database. Assists in the data aggregation to support the team’s automated reporting process. May work with consultant research analysts who provide input on ratings for T. Rowe Price investment products.
• Manages and contributes content/information to consultant databases, working with relationship managers to ensure appropriate strategy population, content, and data requests are met for each consultant database. Assists in the data aggregation to support the team’s automated reporting process. May work with consultant research analysts who provide input on ratings for T. Rowe Price investment products.
• Gathers data and advanced information from qualitative and quantitative resources to prepare reports, research, or other materials to meet senior relationship management professionals’ information request needs. May interact directly with consultants to ensure that the inquiry is addressed in a professional/timely manner.
• Coordinates with a cross-functional team, including content management, strategy writers, investment specialists, and marketing data teams to ensure adherence to quality standards across channels. Identifies best practices to be shared with the broader team.
• Prepares and responds to requests for information or requests for proposals (RFP) related to consultant databases. Works with more senior team members and the global consultant relations team to develop proposals. May respond directly to the consultant on behalf of the consultant relations manager. Monitors RFP outcomes through an internal database or follows up directly with the relationship manager.

 

Qualifications

Required:

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

 

Preferred:

• Institutional knowledge is preferred.

• Experience with eVestment. Morningstar, and other proprietary consultant databases.
  

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.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$69,500.00 - $118,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$76,500.00 - $130,000.00 for the location of: Washington, D.C.
$87,000.00 - $148,000.00 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.

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.