Analyst, Investment Liaison Equity

T. Rowe Price • Baltimore, MD

15d • $68,000 - $145,000 • Hybrid

About The Position

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, y ou can expect opportunities to create real impact at work and in your community. Y ou’ll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you’ll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity . Join us for the opportunity to g row and make a difference in ways that matter to you . Role Summary The Equity Investment Liaison position supports global investment operations for Equity strategies by working closely with investment teams and other stakeholders to ensure operational readiness for investors, clients, and TRP products. Leverages strategy and operational expertise to represent our Investment Teams while working with other areas of the firm including, Sales, Distribution, Operations and Client Services. Supports Investment teams through all stages of the account life cycle from prospecting, onboarding, and ongoing client and product support.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 2+ 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

Nice To Haves

• 4+ years of total relevant work experience
• Completion of or progress towards an MBA, MSF, CFA, or CPA program

Responsibilities

• 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees