Manager, Client Reporting

At T. Rowe Price, we are looking for an experienced Manager of Client Reporting to join our team. This position is critical in helping us achieve our company’s goals and mission. We are looking for someone who is passionate about client service and has a strong background in client reporting. The ideal candidate will have excellent communication and interpersonal skills that will help them work with both internal and external stakeholders.The successful Manager of Client Reporting will be responsible for the timely and accurate delivery of client reports, as well as providing analysis of client portfolios. They will be expected to develop and maintain strong relationships with clients, providing superior customer service.To be successful in this role, the ideal candidate will have a minimum of five years of experience in financial services and client reporting, as well as a Bachelor’s degree in finance, economics, or a related field. Experience with portfolio management and financial analysis software is also highly desirable. Additionally, strong written and verbal communication skills are essential in order to effectively collaborate with clients and colleagues.

Responsibilities:

1. Ensure timely and accurate delivery of client reports.
2. Provide analysis of client portfolios.
3. Develop and maintain relationships with clients, providing superior customer service.
4. Utilize portfolio management and financial analysis software.
5. Collaborate with clients and colleagues to ensure effective communication.
6. Prepare reports and presentations as needed for clients.
7. Provide guidance and support to junior team members.
8. Monitor and analyze client portfolio performance.
9. Maintain current knowledge of regulatory and compliance issues.
10. Provide advice and recommendations on client strategies.

According to JobzMall, the average salary range for a Manager, Client Reporting in Owings Mills, MD, USA is $73,000 to $120,000 per year. The salary range can vary depending on the industry, the experience of the manager, and other factors.

T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries.