Analyst, Investment Liaison - Private Asset Management; PAM

Analyst, Investment Liaison - Private Asset Management (PAM) 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.

We invite you to join us for the opportunity to grow and make a difference in ways that matter to you.

The Private Asset Management (PAM) group provides customized investment counseling and discretionary portfolio management for individuals, trusts, endowments, foundations, and other institutions. The PAM Analyst supports the PAM Investment Staff by proactively identifying and addressing all client and investment operational needs, offering and developing solutions to optimize the client experience related to client onboarding, offboarding and lifecycle events.

• Manage portfolio relationships for approximately 150 client portfolios, researching and analyzing investment and performance data, coordinating responses to corporate action events, resolving pre‑trade compliance issues, maintaining strategy‑level data, benchmarks and performance composites, processing discretionary trade orders, and liaising with internal and external stakeholders to resolve investment, client, and custodian operational issues.
• Ensure operational readiness to support investment management activities for a variety of products, separate accounts, and investment types through all stages of the client lifecycle, liaising between stakeholders to secure required documentation and operational requirements prior to inception or effective date.
• Compose portfolio manager and client responses to ad‑hoc and recurring requests, collaborating with teams to provide quantitative investment‑related data inquiries from internal teams, clients, consultants, and prospects.
• Review final materials before delivering to the end client and investment staff, including client meeting presentations, client reporting, and portfolio manager meeting materials.
• Represent the department by leveraging broad knowledge and expertise to lead initiatives that increase efficiencies, scale, reduce risk, introduce new capabilities, and ensure regulatory compliance.
• Own and complete PAM business deliverables such as quarterly billing, ADV annual mailing, RFPs, client mailings, and audits.
• Maintain accurate and complete procedural documentation for assigned processes, participate in cross‑training exercises, and provide operational coverage as needed for peers and investment staff. Under senior oversight, participate in training new employees on policies and procedures.

• Bachelor's degree or the equivalent combination of education and relevant experience.
• At least 2 years of total relevant work experience.

• Ability to work independently as well as part of a team.
• Positive, problem‑solving oriented attitude toward internal and external client interactions.
• Strong communication and interpersonal skills.
• Excellent organizational skills and ability to manage multiple priorities with flexibility.
• Excellent analytical skills with attention to detail, accuracy, and deadlines.
• Ability to build relationships at all levels of the organization.
• Highly motivated with demonstrated initiative.
• Ability to communicate technical concepts to a non‑technical audience.
• Ability to navigate…