Senior Analyst – Private Asset Management jobs in United States
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T. Rowe Price · 20 hours ago

Senior Analyst – Private Asset Management

T. Rowe Price is a premier global asset management organization with over 85 years of experience. The Senior PAM Analyst serves as the primary analytical and strategic partner to the Portfolio Managers in the Private Asset Management Group, leading complex portfolio analysis and ensuring high standards of investment messaging and client service.

Business DevelopmentFinanceFinancial ExchangesFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Establish and maintain understanding of Portfolio Managers’ investment process
Measure strategy performance and work with Portfolio Managers to ensure seamless implementation of investment and trading strategies
Perform portfolio modeling at the direction of PAM PMs, including investing/raising cash, harvesting unrealized tax losses (when/if appropriate), and maintaining proper portfolio construction
Develop bespoke analyses to anticipate client needs and respond to inquiries
Maintain deep subject matter expertise on equity markets and portfolio manager perspectives to inform both existing and new client interactions
Engage in advanced project work to further the team’s research and development efforts
Serve as the lead analytical partner to the PAM Portfolio Manager, supporting the design, monitoring, and adjustment of accounts in line with client requirements
Conduct advanced analysis on strategies, incorporating market conditions, asset class characteristics, portfolio construction, and risk management to support the PAM Portfolio Managers
Facilitate responses to client requests and periodic reviews of investment performance to enable discussions with clients
Support the PAM Portfolio Managers in representing the PAM function in prospect and client meetings, as well as internal forums, articulating the value and capabilities of the team
Respond to inbound inquiries regarding PAM investment services and new business referrals from internal and external sources
Prepare responses to RFPs and maintain database of current and past prospects, as well as related reports
Support the favorable reputation of the PAM business by assisting PMs in maintaining service levels of existing relationships (account holders and third parties) and marketing the service to existing relationships and prospective clients
Educate and train teams across the organization on PAM and related investment processes
Support the full sales cycle, including RFPs, sales meeting preparation, and client retention efforts

Qualification

Investment analysisPortfolio managementEquity markets expertiseCFAMBAAnalytical skillsCommunication skillsProject leadershipCollaborative work

Required

Bachelor's degree required AND
4-6+ years of relevant investment experience, with a focus on equities or multi-asset strategies

Preferred

Advanced degree or progress towards (CFA, MBA, or equivalent)
Proven ability to partner with senior investment professionals and influence organizational outcomes
Outstanding analytical and communication skills
Strong project leadership skills and the ability to drive initiatives to completion
Ability to work independently and collaboratively in a dynamic environment

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

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T. Rowe Price is an investment management firm that focuses on funding technology startups.

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 Company
Total Funding
unknown
1986-04-11IPO

Leadership Team

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Ramon Richards
Chief Technology Officer
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G
Geoffrey Hardin
Vice President - Senior Rates / FX Trader
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Company data provided by crunchbase