Analyst – Equity Investment Liaisons

Role Summary

The Equity Investment Liaison position supports global investment operations for Equity strategies by working closely with investment teams and other stakeholders to ensure operational readiness for investors, clients, and TRP products. Leverages strategy and operational expertise to represent our Investment Teams while working with other areas of the firm including, Sales, Distribution, Operations and Client Services.  Supports Investment teams through all stages of the account life cycle from prospecting, onboarding, and ongoing client and product support.

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.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND

• 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 

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$68,000.00 - $116,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$74,500.00 - $127,000.00 for the location of: Washington, D.C.
$85,000.00 - $145,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

Benefits

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.