Lead Analyst, Investment Performance & Analysis (Fixed Income)

About The Role :

Lead Analyst Fixed Income, will have a deep understanding and expertise of fixed income securities, characteristics and attribution.

Would need to be able to confidently explain performance and attribution results with key stakeholders including Portfolio Managers, Portfolio Analysts and Client Reporting, among others.

Role Summary :

Provides in-depth technical and broad subject matter expertise over Fixed Income related processes and platforms. Responsible for ensuring the accuracy in performance and attribution data generated by the Fixed Income Attribution platform.

Leading strategic fixed income transformation.

Responsibilities :

• Understanding of the end-to-end process of fixed-income attribution analysis. This includes transaction loading to vendor platform, security mapping, return and attribution reconciliation and interpretation of results.
• Responsible for analyzing and defining business issues, opportunities, and enhancements and implementing solutions to improve reporting processes and technology surrounding our fixed income attribution platform.

Leads complex projects to improve existing processes within the organization.

• Utilizes knowledge and broad expertise to recommend and design solutions to complex business problems. Assists with the development and testing of our fixed income attribution platforms.
• Analyzes and reviews business requirements for complex projects. Leads work to determine feasibility of work and develops and manages project documentation, proposals, and business requirements and makes recommendation to managers and business partners based on findings.
• Serves as an escalation point for any issues or questions that arise from a systems or business process perspective. Responsible for managing relationships with affected parties on progress or issues to ensure deadlines and expectations are met.

This would include understanding the end-to-end process of fixed-income attribution analysis

• Responsible for using sound business judgment, technical knowledge, and project management experience in order to navigate institutional business lines, exercising influence and persuasion where appropriate.
• Working with portfolio management and quantitative teams to explain attribution results and ensure models align with portfolio management.

Typical Qualifications :

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

Preferred Qualifications :

• Working towards completion or have completed CIPM, CFA or other relatable professional designation
• Strong understanding of Bloomberg PORT and FactSet
• Deep understanding of the various fixed income attribution models
• Understanding of the various sources of return within each fixed income strategy.
• Advanced technical skills with Excel
• Intermediate+ skill with SQL

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

Work Flexibility : This role is eligible for remote work up to two days a week (On-site days-Tues / Wed / Thurs, Remote days-Mon / Fri).

Commitment to Diversity, Equity, and Inclusion :

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients.

Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community.

We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits : We invest in our people through a wide range of programs and benefits, including :

• Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
• Flexible and remote work opportunities
• Health care benefits (medical, dental, vision)
• Tuition assistance
• Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

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.