Analyst, Investment Liaison Equity

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.

* Serve as a key representative of the Investment teams throughout all stages of the client account lifecycle—including new account onboarding, account updates, marketing support, and client due diligence— to help drive successful outcomes.
* Support ongoing operational activities related to portfolio management across multiple investment strategies within Global Investment Operations. Activities include researching and analyzing investment and performance data, generating customized investment, risk, and performance reports, providing operational support for model portfolios, coordinating responses to corporate action events, resolving pre-trade compliance matters, maintaining strategy-level data, benchmarks, and performance composites, processing discretionary trade orders, and independently resolving investment-related operational issues.
* Exercise sound judgment and some autonomy to ensure operational readiness and support for investment management activities spanning various products, separate accounts, and investment types. Typical responsibilities include reviewing prospectus language, analyzing investment guidelines for implementation, facilitating the opening of foreign market trading accounts, and establishing standing instructions with internal and external stakeholders.
* Contribute to the development and review of materials for client meetings, marketing efforts, client reporting, and internal investment committee meetings. Collaborate with investment staff and senior team members to maintain content that communicates investment insights and strategies.
* Demonstrate a commitment to continuous improvement by developing use cases, creating testing plans, and participating in unit testing activities as directed, with the goal of ensuring successful and efficient outcomes for Global Investment Operations initiatives.
* Collaborate with portfolio managers across multiple investment strategies and sectors to understand, enhance, and align operational processes and client engagement workflows, fostering a culture of learning and teamwork.
* Maintain accurate and comprehensive procedural documentation for assigned strategies, participate in cross-training opportunities, and provide operational coverage for a defined subset of investment strategies. Under the guidance of senior team members and management, help onboard new employees and support their development by sharing knowledge of policies and procedures.
* Bachelor's degree or the equivalent combination of education and relevant experience AND
* 2+ years of total relevant work experience
* 4+ years of total relevant work experience
* Critical thinking skills and abilities to solve complex problems and evaluate optimal solutions
* Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams
* Ability to influence and interact effectively with stakeholders and partners
* Completion of or progress towards an MBA, MSF, CFA, or CPA program

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.

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 to enrich your life:
Competitive compensation  Health and wellness benefits, including online therapy  Family care resources, including fertility and adoption benefits
#J-18808-Ljbffr