Senior Analyst, Investment Performance Analysis

T. Rowe Price

  • Hong Kong
  • Permanent
  • Full-time
  • 22 days ago
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, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.Join us for the opportunity to grow and make a difference in ways that matter to you.Role Summary
The Performance Analyst is responsible for developing and implementing quantitative investment analysis and performance analysis utilizing a variety of data-oriented systems, tools and financial databases. The position has a charter to support the relevant quantitative analytical needs of Investment Management and internal reporting teams. Provides in-depth technical and broad subject matter expertise over critical and complex performance and statistical functions. Responsible to deliver performance and attribution reporting services to the local office and its clients.Core Responsibilities
  • Analyze and interpret investment-related data to help inform Investment Management’s decision-making process and support operational capabilities to deliver performance services for new clients and for complex products and /or securities. An ability to utilize a wide variety of investment and performance and attribution tools, as well as to develop custom solutions is required.
  • Demonstrates mastery of analytical methods and tools by responding to complex ad-hoc analytical and reporting requests on daily basis from Investment Management and Global Client reporting teams.
  • 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.
  • Responsible for documenting unique regional requirements, both current and long-term performance needs, establish priorities, set expectations, seek feedback and exercise influence and expertise to lead appropriate actions or strategies for addressing these concerns within the larger performance organization.
  • Responsible for delivering timely attribution reports (equity, fixed income and multi-asset), investigating and explaining anomalous or unexpected attribution results, and collaborating with investment team to analyze the impact of investment decisions on performance. Supports client reporting by providing insightful attribution analysis.
Qualifications Required:
  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 5+ years of total relevant work experience
  • Demonstrated technical or industry knowledge
  • Technical knowledge of performance, GIPS, and global financial markets and processes
  • CIPM or CFA certification is preferable
  • Advanced Excel skills; Knowledge in SQL
  • Experience in performance and attributions systems like Factset PA, Bloomberg PORT
  • Knowledge in Power BI, Python and R is preferred
  • Must work well independently and take initiative with assigned projects
  • Demonstrated ability to manage multiple priorities
  • Understanding of business software/systems analysis techniques
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.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, colour, 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.

T. Rowe Price