Analyst, Investment Liaison - Private Asset Management (PAM) at T. Rowe Price

Baltimore, Maryland, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Investment ManagementIndustries

Requirements

Bachelor's degree or the equivalent

Responsibilities

Uses discretion and broad expertise to direct ongoing operational and client relationship activities for an average of 150 client portfolios of varying complexity, developing custom approaches based on individual needs (e.g., researching/analyzing investment and performance data, coordinating corporate action responses, resolving pre-trade compliance issues, maintaining strategy-level data/benchmarks/performance composites, processing discretionary trade orders, liaising with internal/external contacts, resolving investment/client/custodian operational issues independently)
Acts as a resource for junior members, helping them complete operational activities
Ensures operational readiness for investment management activities across products, separate accounts, and investment types through all client lifecycle stages by liaising with internal/external stakeholders to fulfill documentation and operational requirements prior to inception/effective date
Uses discretion to compose portfolio manager and client responses to ad-hoc and recurring requests; collaborates to compose portfolio manager responses to quantitative investment-related data inquiries from internal teams, clients, consultants, and prospects
Reviews final materials before delivery to end clients and investment staff (e.g., client meeting presentations, client reporting, portfolio manager meeting materials)
Represents department using broad knowledge/expertise to lead initiatives increasing efficiencies, scale, reducing risk, adding new capabilities, and/or adhering to regulatory mandates
Owns and/or completes PAM Business deliverables (e.g., Quarterly Billing, ADV Annual Mailing, RFPs, Client mailings, Audits)
Maintains accurate and complete procedural documentation for assigned processes, participates in cross-training, provides operational coverage for peers and investment staff as needed
Under direction of senior team members/management, participates in training new employees on policies and procedures

Skills

Portfolio Management

Investment Analysis

Performance Analysis

Client Onboarding

Client Offboarding

Data Research

Client Relationship Management

T. Rowe Price

Global asset management and investment advisory services

About T. Rowe Price

T. Rowe Price provides investment advisory services and retirement solutions to individual investors, financial intermediaries, and institutions. The firm employs a disciplined investment approach supported by extensive research to deliver long-term value. It generates revenue mainly through management fees based on the assets it manages, which amounted to $1.569 trillion as of June 30, 2024. T. Rowe Price serves a wide range of clients, including individual investors, retirement plan sponsors, and institutional investors like endowments and foundations. Its global reach and experienced investment teams enable the firm to offer various investment strategies and products, helping clients achieve their financial goals.

Baltimore, MarylandHeadquarters

1937Year Founded

$78,115.8MTotal Funding

IPOCompany Stage

Quantitative Finance, Financial ServicesIndustries

10,001+Employees

Benefits

Paid Volunteer Time

Parental Leave

Learning & Growth Resources

Matching Charitable Gifts

Health Care Benefits

Generous Retirement Plan

Risks

Increased competition from AI-powered platforms challenges T. Rowe Price's traditional strategies.

Departure of key personnel may impact T. Rowe Price's wealth management capabilities.

High valuations of AI startups could divert capital from traditional asset management firms.

Differentiation

T. Rowe Price offers a comprehensive range of investment strategies across various asset classes.

The firm emphasizes long-term value through disciplined investment and extensive research capabilities.

T. Rowe Price's global reach and diverse client base enhance its market position.

Upsides

Growing interest in AI-driven investment strategies presents new opportunities for T. Rowe Price.

The rise of quantum technology aligns with T. Rowe Price's focus on tech startups.

Collaboration trends in biotech offer potential investment opportunities in genetic medicine.

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