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  • Analyst, Investment Liaison Strategic Support

    T. Rowe Price (Baltimore, MD)



    Apply Now

    At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

     

    We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou’ll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you’ll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .

     

    Join us for the opportunity to g row and make a difference in ways that matter to you .

     

    About the RoleThe primary responsibility of this role is to provide consistent, high-quality, direct and indirect support to the portfolio management teams. This is accomplished by managing and performing globally centralized investment-related, operational processes; responding to ad hoc requests and inquiries; and actively participating in other strategic functions and initiatives. Additionally, this role is responsible for driving continuous process improvement and automation through the implementation of efficient, scalable, risk-controlled, and well documented processes across the global Investment& Research Liaison Organization.

     

    Role SummaryThe Investment & Research Liaison Organization supports investment teams through all stages of the client life cycle by managing investment-related, operational activities. Associates act as a conduit for investments by leveraging foundational business and technical knowledge to manage complex investment-related, operational activities.

     

    The Strategic Support (ILSS) team's specific role is to provide business process analysis, continuous improvement, and capacity related support to the Investment & Research Liaison Organization as well as performing centralized processes and strategic functions in support of Investment Staff activities globally.

    Responsibilities

    + Under the general guidance of senior team members and management, supports the ongoing operational activities associated with portfolio management. Example activities include determining trade execution and cash repatriation details for paper portfolio trading; analyzing voluntary corporate actions notices to determine if compliance test trades are required, and when needed, instructing test trades; and resolving low-to-moderately complex investment-related, operational issues independently.

    + Independently and through collaboration, provides business process analysis to identify processes lacking in operational efficiency or control with the purpose of implementing efficient, scalable, and risk-controlled solutions.

    + Depending on IL capacity constraints, supports the various IL groups by offering coverage for daily, monthly, quarterly, and ad-hoc strategy related workflows and investment staff support

    + 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 assignments, participates in cross-training exercises, and provides operational coverage as needed for defined processes. Under the direction of senior team members and management, participates in training new employees on policies and procedures.

    + May act as a resource for junior members while helping them complete operational activities.

    Qualifications

    Required:

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

    + 2+ years of total relevant work experience

    Preferred:

    + Investment Operations knowledge and experience

    + Strong technical skills (e.g., Excel, VBA, Access, SQL, SharePoint, Power BI, Power Query, Bloomberg)

    + Experience with tools such as Duco, Alteryx, Dremio, and Alkymi may be beneficial

    + In-depth knowledge of T. Rowe Price's range of investment strategies, products, and service

    + Understanding of corporate actions

    + Process and detail oriented

    + Highly motivated with demonstrated initiative

    + Possess a positive, problem-solving oriented attitude

    + Demonstrated ability to identify and mitigate operational, financial, and reputations risk

    + Ability to work independently as well as part of a team

    + Desire to learn and take on challenges

    + Ability to effectively prioritize and manage time

    FINRA Requirements

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

     

    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

     

    We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources , benefits , and work-life balance so you can thrive in ways that matter to you .

    Featured employee benefits to enrich your life:

    + 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

     

    Learn more about our benefits. (https://www.troweprice.com/corporate/us/en/careers/benefits.html)

     

    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.

     


    Apply Now



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