T. Rowe Price · 2 days ago
Analyst, Investment Liaison Equity
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 a wide range of investment solutions. The Equity Investment Liaison position supports global investment operations for Equity strategies by ensuring operational readiness and collaborating with various teams to facilitate successful client outcomes.
Business DevelopmentFinanceFinancial ExchangesFinancial Services
Responsibilities
Serve as a key representative of the Investment teams throughout all stages of the client account lifecycle—including new account onboarding, account updates, marketing support, and client due diligence— to help drive successful outcomes
Support ongoing operational activities related to portfolio management across multiple investment strategies within Global Investment Operations. Activities include researching and analyzing investment and performance data, generating customized investment, risk, and performance reports, providing operational support for model portfolios, coordinating responses to corporate action events, resolving pre-trade compliance matters, maintaining strategy-level data, benchmarks, and performance composites, processing discretionary trade orders, and independently resolving investment-related operational issues
Exercise sound judgment and some autonomy to ensure operational readiness and support for investment management activities spanning various products, separate accounts, and investment types. Typical responsibilities include reviewing prospectus language, analyzing investment guidelines for implementation, facilitating the opening of foreign market trading accounts, and establishing standing instructions with internal and external stakeholders
Contribute to the development and review of materials for client meetings, marketing efforts, client reporting, and internal investment committee meetings. Collaborate with investment staff and senior team members to maintain content that communicates investment insights and strategies
Demonstrate a commitment to continuous improvement by developing use cases, creating testing plans, and participating in unit testing activities as directed, with the goal of ensuring successful and efficient outcomes for Global Investment Operations initiatives
Collaborate with portfolio managers across multiple investment strategies and sectors to understand, enhance, and align operational processes and client engagement workflows, fostering a culture of learning and teamwork
Maintain accurate and comprehensive procedural documentation for assigned strategies, participate in cross-training opportunities, and provide operational coverage for a defined subset of investment strategies. Under the guidance of senior team members and management, help onboard new employees and support their development by sharing knowledge of 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 total relevant work experience
Critical thinking skills and abilities to solve complex problems and evaluate optimal solutions
Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams
Ability to influence and interact effectively with stakeholders and partners
Completion of or progress towards an MBA, MSF, CFA, or CPA program
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
Maryland Daily Record
2026-01-03
Business Insider
2025-12-25
2025-12-19
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