Analyst, Investment Liaison

T. Rowe Price • Baltimore, MD

2d • Hybrid

About The Position

The Analyst, Investment Liaison acts a key catalyst for growth and collaboration within Global Investment Operations. In this dynamic role, you will serve as the primary bridge between investment management and various operational teams, actively enhancing your subject matter expertise through on-the-job learning and mentorship. As an Investment Liaison, you'll play a vital role in supporting portfolio management operations, representing our investment strategies to internal groups, and facilitating effective communication with the investment staff. You'll contribute to team building, knowledge sharing, and spearhead departmental initiatives such as new system development, testing, and working group support. The Investment Liaison organization emphasizes the opportunity to grow, innovate, and drive positive change in a collaborative and dynamic environment.

Role Summary
Supports investment teams throughout the entire client life cycle, managing pivotal investment-related and operational activities. Act as a vital link for investments, utilizing your foundational business and technical expertise to navigate complex operational challenges. Requires conceptual understanding of theories and practices in your discipline, working within established procedures to achieve goals and meet deadlines. Take ownership of your contributions, ensuring that your work consistently meets team objectives for quality and timeliness. While you'll operate within established guidelines for daily tasks, you'll also have the opportunity to receive guidance as you tackle new and exciting assignments.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience
• Excellent written and verbal communication skills, including the ability to translate complex topics for diverse audiences
• Applies consultative approach when interacting with stakeholders and peers; position requires interaction with associates at all levels
• Intellectually curious and ability to apply critical thinking skills
• Ability to think strategically and creatively
• Ability to coach and influence peers without direct Supervisory oversight

Nice To Haves

• Demonstrated ability to design and implement process improvements
• Advanced Excel skills
• Familiarity or interest in utilizing Python and SQL
• Completion of or progress towards a CFA or MBA

Responsibilities

• Supports the ongoing operational activities associated with portfolio management of multiple investment strategies of low to moderate complexity.
• Researches and analyzes investment and performance data.
• Generates bespoke investment-, risk-, and performance-related reporting.
• Provides operational support for model portfolios.
• Ensures coordination of responses on corporate action events.
• Resolves pre-trade compliance issues.
• Maintains strategy-level data, benchmarks, and performance composites.
• Processes discretionary trade orders.
• Resolves low to moderately complex investment-related operational issues independently.
• May act as a resource for junior members while helping them complete operational activities.
• Uses some autonomy in decision-making to ensure operational readiness to support investment management activities for multiple low to moderately complex investment strategies, products, separate accounts, and/or investment types.
• Reviews prospectus language, proposes investment guidelines, instructs opening of foreign market trading accounts, establishes standing instructions with internal and external parties, etc.
• Uses some discretion to coordinate portfolio manager responses to ad hoc and recurring quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects.
• Drafts response to complex requests for review by more experienced managers.
• Reviews content and sources standard investment data for use in client meetings, marketing materials, client reporting, and internal investment committee meetings.
• Develops content as directed by investment staff and senior team members.
• Serves as project participant on investments-initiated projects.
• Develops use cases and testing plans and participates in unit testing as requested to ensure successful outcomes.
• Maintains accurate and complete procedural documentation for assigned strategy(ies).
• Participates in cross-training exercises and provides operational coverage as needed for a defined subset of investment strategies.
• Participates in training new employees on 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