T. Rowe Price
Lead Analyst, Data Management and Reporting
T. Rowe Price, Owings Mills, Maryland, United States, 21117
Lead Analyst, Data Management and Reporting
Join to apply for the
Lead Analyst, Data Management and Reporting
role at
T. Rowe Price
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 Lead Analyst plays a key role within the Individual Investor Data Management team. The II business is responsible for over $200B in client assets and serves 1.3 million investors. This role will contribute substantively to a cross‑functional team by leveraging expertise in data management and reporting to support the positioning of T. Rowe Price investment products and retirement plan solutions for plan sponsors and retirement advisors. The Lead Analyst will leverage advanced technical and business data expertise and exceptional communication skills to drive strategic stakeholder partnerships and oversee data initiatives.
Utilizes data subject matter expertise to lead discussions and serve as the primary data contact, with a particular focus on enabling the effective positioning of T. Rowe Price investment products and retirement plan solutions to plan sponsors and retirement advisors. Partners on crossover projects that span Individual Investor, Retirement Plan Services (RPS), and Advisory offers, ensuring data‑driven strategies support both segments. Manages relationships with cross‑functional team leads and coordinates the review and validation of data management work to enable strategic initiatives across multiple business lines. Leverages expertise to advise cross‑functional stakeholders on methods to ensure data is accurate, timely, reliable, and trusted for business‑critical activities.
Responsibilities
Lead development and testing of data management systems; provide recommendations to management based on analysis and review of reports and findings aggregated by junior professionals.
Act as a consultant to the business on the most complex data and reporting requests; ensure data reporting and analyses provided to internal clients and stakeholders are timely and accurate and provide actionable insights for teams.
Provide analysis recommendations for current and future needs, minimizing redundancy and maximizing compatibility of data within and across the business unit; guide on the most complex data issues identified by junior professionals.
Define and manage processes and controls for the creation, consumption, assimilation, and destruction of data; participate in projects with cross‑functional teams and serve as an advisor from a data management perspective; ensure project goals align with overall data management business goals.
Manage the most complex data sets; develop and provide guidance on data quality and maintenance policies and procedures; evangelize best practices for the business.
Qualifications
Bachelor’s degree or equivalent combination of education and relevant experience AND 8+ years of total relevant work experience.
Preferred
Certified Product Owner or equivalent and demonstrable experience working in Agile environments (Scrum/Kanban).
Advanced data domain knowledge: data lineage, metadata management, data quality frameworks, and master data management (MDM).
Comprehensive working knowledge of investment products within the retail and retirement plan space (e.g., brokerage accounts, IRAs, ETFs, 401(k), 403(b), defined contribution, defined benefit plans) with demonstrated ability to inform requirements and business decisions.
Strong knowledge of relational database models and advanced SQL skills for data extraction, profiling, and review.
Proven experience with end‑to‑end data flows, dependencies, and translating data design into business outcomes.
Advanced project management skills and experience leading complex, cross‑functional data initiatives.
Excellent written and verbal communication; ability to present technical concepts to business and senior leadership.
Proven ability to coordinate and collaborate across matrixed teams and stakeholders.
Self‑directed, results‑oriented, and able to manage multiple high‑priority, sensitive projects simultaneously.
Strong organization, planning, prioritization, and process‑improvement orientation.
Experience with MS Office (advanced Excel, PowerPoint); familiarity with collaboration tools (Jira, Confluence, Teams).
Experience creating, organizing, and executing comprehensive test plans for data pipelines and data products (including test cases, acceptance criteria, data validation, regression testing, and automated test coverage) to ensure data integrity and delivery quality.
Experience defining and tracking data governance KPIs and using metrics to drive remediation.
Experience mentoring or developing junior staff and leading capability‑building efforts.
FINRA Requirements FINRA licenses are not required and will not be supported for this role.
Work Flexibility This role is eligible for hybrid work, with up to one day per week from home.
Salary Range Please review the job posting for the location of this specific opportunity. $122,000.00 – $209,000.00 for the location of: Maryland, Colorado, Washington and remote workers $135,000.00 – $230,000.00 for the location of: Washington, D.C. $153,000.00 – $261,000.00 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
Job Posting Availability 03/03/2026
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.
Benefits We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work‑life balance so you can thrive in ways that matter to you.
Featured Employee Benefits
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits
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.
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Lead Analyst, Data Management and Reporting
role at
T. Rowe Price
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 Lead Analyst plays a key role within the Individual Investor Data Management team. The II business is responsible for over $200B in client assets and serves 1.3 million investors. This role will contribute substantively to a cross‑functional team by leveraging expertise in data management and reporting to support the positioning of T. Rowe Price investment products and retirement plan solutions for plan sponsors and retirement advisors. The Lead Analyst will leverage advanced technical and business data expertise and exceptional communication skills to drive strategic stakeholder partnerships and oversee data initiatives.
Utilizes data subject matter expertise to lead discussions and serve as the primary data contact, with a particular focus on enabling the effective positioning of T. Rowe Price investment products and retirement plan solutions to plan sponsors and retirement advisors. Partners on crossover projects that span Individual Investor, Retirement Plan Services (RPS), and Advisory offers, ensuring data‑driven strategies support both segments. Manages relationships with cross‑functional team leads and coordinates the review and validation of data management work to enable strategic initiatives across multiple business lines. Leverages expertise to advise cross‑functional stakeholders on methods to ensure data is accurate, timely, reliable, and trusted for business‑critical activities.
Responsibilities
Lead development and testing of data management systems; provide recommendations to management based on analysis and review of reports and findings aggregated by junior professionals.
Act as a consultant to the business on the most complex data and reporting requests; ensure data reporting and analyses provided to internal clients and stakeholders are timely and accurate and provide actionable insights for teams.
Provide analysis recommendations for current and future needs, minimizing redundancy and maximizing compatibility of data within and across the business unit; guide on the most complex data issues identified by junior professionals.
Define and manage processes and controls for the creation, consumption, assimilation, and destruction of data; participate in projects with cross‑functional teams and serve as an advisor from a data management perspective; ensure project goals align with overall data management business goals.
Manage the most complex data sets; develop and provide guidance on data quality and maintenance policies and procedures; evangelize best practices for the business.
Qualifications
Bachelor’s degree or equivalent combination of education and relevant experience AND 8+ years of total relevant work experience.
Preferred
Certified Product Owner or equivalent and demonstrable experience working in Agile environments (Scrum/Kanban).
Advanced data domain knowledge: data lineage, metadata management, data quality frameworks, and master data management (MDM).
Comprehensive working knowledge of investment products within the retail and retirement plan space (e.g., brokerage accounts, IRAs, ETFs, 401(k), 403(b), defined contribution, defined benefit plans) with demonstrated ability to inform requirements and business decisions.
Strong knowledge of relational database models and advanced SQL skills for data extraction, profiling, and review.
Proven experience with end‑to‑end data flows, dependencies, and translating data design into business outcomes.
Advanced project management skills and experience leading complex, cross‑functional data initiatives.
Excellent written and verbal communication; ability to present technical concepts to business and senior leadership.
Proven ability to coordinate and collaborate across matrixed teams and stakeholders.
Self‑directed, results‑oriented, and able to manage multiple high‑priority, sensitive projects simultaneously.
Strong organization, planning, prioritization, and process‑improvement orientation.
Experience with MS Office (advanced Excel, PowerPoint); familiarity with collaboration tools (Jira, Confluence, Teams).
Experience creating, organizing, and executing comprehensive test plans for data pipelines and data products (including test cases, acceptance criteria, data validation, regression testing, and automated test coverage) to ensure data integrity and delivery quality.
Experience defining and tracking data governance KPIs and using metrics to drive remediation.
Experience mentoring or developing junior staff and leading capability‑building efforts.
FINRA Requirements FINRA licenses are not required and will not be supported for this role.
Work Flexibility This role is eligible for hybrid work, with up to one day per week from home.
Salary Range Please review the job posting for the location of this specific opportunity. $122,000.00 – $209,000.00 for the location of: Maryland, Colorado, Washington and remote workers $135,000.00 – $230,000.00 for the location of: Washington, D.C. $153,000.00 – $261,000.00 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
Job Posting Availability 03/03/2026
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.
Benefits We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work‑life balance so you can thrive in ways that matter to you.
Featured Employee Benefits
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits
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.
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