Analyst, Investment Liaison Equity

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us. Role Summary Supports investment teams through all stages of the client life cycle by managing investment-related, operational activities. Acts as a conduit for investments by leveraging foundational business and technical knowledge to manage complex investment-related, operational activities. Responsibilities: Under the general guidance of senior team members and management, supports the ongoing operational activities associated with portfolio management of multiple investment strategies of low to moderate complexity. Example activities include: researching and analyzing investment and performance data; generating bespoke investment-, risk-, and performance-related reporting, providing operational support for model portfolios, ensuring coordination of responses on corporate action events; resolving pre-trade compliance issues; maintaining strategy-level data, benchmarks, and performance composites; processing discretionary trade orders; and resolving 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. Example activities include: reviewing prospectus language, proposing investment guidelines, instructing opening of foreign market trading accounts, establishing 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. With guidance and oversight from senior team members and management, 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. Under the direction of senior team members and management, participates in training new employees on policies and procedures. Typical Qualifications: Bachelor's degree or the equivalent combination of education and relevant experience AND 2 years of total relevant work experience Preferred Qualifications: Investment operations or financial services industry experience preferred Advanced Excel Skills Demonstrated ability to design and implement process improvements Applies consultative approach when interacting with customers and peers; position requires interaction with associates at all levels Ability to coach and influence peers without direct Supervisory oversight Passion for Investment Data. Completion of or progress towards a CFA or MBA Intellectually curious and enjoys solving problems Ability to think strategically and creatively FINRA Requirements: FINRA licenses are not required and will not be supported for this role. Work Flexibility: This role is eligible for remote work up to two days a week. Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions Flexible and remote work opportunities Health care benefits (medical, dental, vision) Tuition assistance Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. 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. T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term. Not ready to apply? Join our Talent Community!

Salary : $68,900 - $87,300