T. Rowe Price ยท 3 hours ago
Analyst, Investment Liaison Multi-Asset
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, providing investment solutions across various asset classes. The Multi-Asset Investment Liaison will act as a critical bridge between investment management and operational teams, supporting portfolio management operations and enhancing communication within the organization.
Business DevelopmentFinanceFinancial ExchangesFinancial Services
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
Qualification
Required
Bachelor's degree or the equivalent combination of education and relevant experience
2+ years of total relevant work experience
Preferred
4+ years of investment industry experience
Demonstrated ability to design and implement process improvements
Advanced Excel skills
Familiarity or interest in utilizing Python and SQL
Applies consultative approach when interacting with stakeholders and peers
Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams
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
Completion of or progress towards a CFA, MBA, or MSF
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