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Specialist, Post Trade Services

Company: T Rowe Price
Location: Owings Mills
Posted on: November 11, 2019

Job Description:

Our mission as a leading investment management firm is to help our clients achieve their long-term financial goals. We believe our associates are the key to this mission and we are always looking for talented individuals who share our commitment to our clients success. If youre looking for challenging work experiences and the ability to learn in a collaborative culture, we invite you to explore the opportunities available at T. Rowe Price. PRIMARY PURPOSE OF THE POSITION Supporting the functions of the TRP Investment Staff, the Post Trade Services Specialist oversees various complex projects, processes, or products including cash forecasting support, new product implementation, complex inceptions, complex inquiries, and other related functions. The specialist will be engaged with oversight activities to ensure a seamless execution of the cash reconciliation, reporting and management from outsourced services to BNY Mellon. The specialist communicates with London and Honk Kong Middle Office for meeting internal stakeholder requirements. Directs or contributes to training, new processes, developing and revising procedures, and communicating with the management in Post Trade Services Investment Operations. PRINCIPAL RESPONSIBILITIES - Responsible for various Post Trade Services daily operations functions, including Trade Services, Proxy Services, Portfolio Services, and/or Corporate Actions - Responds to involved inquiries requiring a breadth of knowledge across Post Trade Services, including Trade Services, Proxy Services, Portfolio Services, and/or Corporate Actions Examples of this include complex investment-book-of-record prior period reopens, in-kind processing, discrepancy escalation, non-standard trade settlements, etc. - Involved in department initiatives and projects to identify opportunities to enhance the quality and efficiency of Post Trade Services processes. Builds and maintains effective working relationships with the Post Trade Services Leadership Team, across Investment Operations, the Firm, and vendors/service providers. - Responsible for Oversight and Service Level Delivery monitoring with outsourced service providers. - Provide coaching and training to associates across Post Trade Services; act as SME QUALIFICATIONS Required - College degree and 3 years related work experience, or - Associate degree and 4 years related work experience, or - High school diploma/equivalent and 5 years related work experience. - Attention to detail - High level of personal accountability - Ability to work accurately and maintain composure under pressure while meeting strict deadlines with minimal supervision - Ability to successfully manage and complete multiple responsibilities simultaneously - Knowledge of securities trading process - Strong analytical and quantitative skills - Ability to work well on a team and to manage workload within a team - Demonstrates ability to manage competing priorities and deadlines - Demonstrates ability to collaborate in a team environment and build strong relationships - Demonstrates initiative to proactively initiate, manage, and implement process improvement opportunities - Ability to assist in managing teams daily workflow - Demonstrate proficiency in basic software applications and technology - Demonstrate ability to effectively mentor/coach entry level staff - Consistent demonstration of leadership qualities and abilities - Grasps complexities and perceives relationships among issues - Experience with Microsoft Office, especially proficiency with Excel and Access - Strong written and oral communications skills - Ability to effectively manage change Preferred - Bachelors degree - Business, Accounting, Finance, or technology related field with 4 years of increasingly responsible work experience in a business environment - Detailed knowledge of the trading, corporate actions, portfolio accounting, and proxy processes - Broad knowledge of complex investment products and processes (i.e. derivatives) T. Rowe Price is an Equal Opportunity Employer

Keywords: T Rowe Price, Baltimore , Specialist, Post Trade Services, Other , Owings Mills, Maryland

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