T. Rowe Price ยท 1 hour ago
Analyst, Investment Liaison - Private Asset Management (PAM)
Baltimore, MD
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $118K/yr
2+ years expT. Rowe Price is a premier global asset management organization with over 85 years of experience. The PAM Analyst supports the PAM Investment Staff by addressing client and investment operational needs and optimizing the client experience throughout various lifecycle events.
Business DevelopmentFinanceFinancial ExchangesFinancial Services
Responsibilities
Uses discretion and broad expertise to direct the ongoing operational and client relationship activities associated with portfolio management of average 150 client portfolios varying in complexity and develops custom approaches for clients based on individual needs, Example activities include; researching and analyzing investment and performance data; 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, liaising with relevant business contacts (internally and externally) to coordinate service to the client.; and resolving investment, client and custodian related operational issues independently. May act as a resource for junior members while helping them complete operational activities
Ensures operational readiness to support investment management activities for a variety of products, separate accounts, and/or investment types through all stages of the client lifecycle. This requires liaising between all internal and external stakeholders to ensure all documentation and operational requirements are fulfilled prior to inception/effective date
Uses discretion to compose portfolio manager and client response on ad-hoc and recurring requests. Collaborates with others to compose portfolio manager responses to quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects
Responsible for review of final materials before delivering to end client and investment staff (ex. Client meeting presentation, client reporting, portfolio manager meeting materials)
May represent department leveraging broad knowledge and expertise to lead departmental initiatives to increase efficiencies, scale, reduce risk, new capabilities and/or adhere to regulatory mandates
Responsible for owning and/or completing PAM Business deliverables (ex. Quarterly Billing, ADV Annual Mailing, RFPs, Client mailings, Audits, etc.)
Maintains accurate and complete procedural documentation for assigned processes, participates in cross-training exercises and provides operational coverage as needed for peers and investment staff. Under the direction of senior team members and management, participates in training new employees on policies and procedures
Qualification
Required
Bachelor's degree or the equivalent combination of education and relevant experience
2+ years of total relevant work experience
Preferred
Ability to work independently as well as part of a team
Possesses a positive, problem-solving oriented attitude to both internal and external client interactions
Strong communications and interpersonal skills
Possesses excellent organizational skills
Ability to manage multiple priorities, flexible
Excellent analytical skills and attention to detail, accuracy, and deadlines
Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization
Highly motivated with demonstrated initiative
Ability to communicate technical concepts and ideas to non-technical audience
Ability to navigate through internal and client organizations for decisions and sign-off
Ability to identify potential issues and escalate accordingly
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
Company
T. Rowe Price
T. Rowe Price is an investment management firm that focuses on funding technology startups.
5001-10000 employees
H1B Sponsorship
T. Rowe Price has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (80)
2024 (67)
2023 (58)
2022 (113)
2021 (67)
2020 (70)
Funding
Current Stage
Public CompanyTotal Funding
unknown1986-04-11IPO
Leadership Team
Ramon Richards
Chief Technology Officer
G
Geoffrey Hardin
Vice President, Senior Rates / FX Trader
Recent News
Business Insider
2025-12-25
2025-12-19
Company data provided by crunchbase