Lead Analyst, Investment Performance & Analysis

troweprice; Owings Mills (MD); Hybrid; USD 120,000 - 180,000; Full time

Job summary

The Lead Analyst, Investment Performance Analysis at T. Rowe Price brings deep expertise in performance measurement, attribution, and benchmark methodologies, to lead solution implementation projects from concept through adoption.

Beyond subject matter expertise, this role is a builder and a connector: designing scalable reporting and tracking solutions, developing SharePoint-based tools that streamline team workflows, and applying AI-enabled efficiency tools to reduce manual effort and improve

Qualifications

• Bachelor's degree or equivalent with 8+ years of experience in investment performance.
• Preferred: CIPM, CFA or related project-management designations (PMP, PMI-ACP, CSM, CSPO, Lean Six Sigma).
• Experience in asset management and understanding performance calculation methodologies.
• Project management experience with Lean/Agile familiarity.
• Technical skills in SQL, Python or dashboard visualization.
• Experience applying AI or automation to improve processes.
• Strong relationship management and deadline-driven, detail-oriented.
• Ability to work with management at all levels and deliver complex data analyses.

Responsibilities

• Leads complex projects and enhancements to performance reporting processes.
• Develops scalable reporting and SharePoint-based tools to streamline workflows.
• Designs and tests performance systems and calculations.
• Collaborates with technology, business units, and vendors to execute projects.
• Ensures timely resolutions and high-quality client reporting.

Skills

SQL

Python

Dashboard visualization

Project management

AI tools

Education

Bachelor's degree

Tools

SharePoint

Job description

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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .

Join us for the opportunity to g row and make a difference in ways that matter to you .

*Before applying, please note that this position is based in our Maryland office and requires in-office presence four days per week. Only the Maryland compensation range displayed below applies to this role, regardless of a candidate's current location. Remote work beyond this arrangement and alternative office locations are not available. *

Role Summary

The Lead Analyst, Investment Performance Analysis, brings deep expertise in performance measurement, attribution, and benchmark methodologies, along with strong asset management industry knowledge, to lead solution implementation projects from concept through adoption. Beyond subject matter expertise, this role is a builder and a connector: designing scalable reporting and tracking solutions, developing SharePoint-based tools that streamline team workflows, and applying AI-enabled efficiency tools to reduce manual effort and improve accuracy, speed, and consistency across performance services.

Responsibilities

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.

Qualifications

Required:

Bachelor's degree or the equivalent combination of education and relevant experience AND

8+ years of total relevant work experience

Preferred:

• Working towards completion or have completed CIPM, CFA or other relatable professional designation particularly in project management like (PMP, PMI-ACP, CSM, CSPO, Lean Six Sigma)
• Previous work experience in the asset management industry with working knowledge of performance calculation methodologies
• Proven project management experience including familiarity with the Lean/Agile development framework.
• Technical skills in SQL, Python or dashboard visualization building from prior job role
• Practical experience applying AI or automation tools to improve business processes in a responsible manner
• Strong relationship management skills
• Deadline driven and detail oriented.
• Proven ability to work well with all levels of management.
• Experience delivering complex data analysis and running projects

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This ro