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Analyst, Investment Liaison Equity at T. Rowe Price in Baltimore, Maryland

Posted in Finance 30+ days ago.

Type: Full-Time





Job Description:

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

About the Role:
The Equity Investment Liaison acts to support the investment strategy as a primary point of contact between the equity investment staff and other operational teams and is actively building their subject matter experience through on the job learning and coaching.  The Equity Investment Liaison works to support portfolio management operations and is generally a representative of the investment strategy to internal groups and a conduit to the investment staff.  The Equity Investment Liaison supports team building, knowledge management, and various departmental initiatives including new system requirements, testing, and working group support.

Role Summary:
Requires conceptual knowledge of theories and practices in their own job discipline.  Works within standardized procedures and practices to achieve objectives and meet deadlines.  Accountable for their own contributions; regularly verifies that work quality and timeliness meet team objectives.  Works under established parameters for daily work; may receive more guidance on new assignments.  Supports investment teams through all stages of the client life cycle by managing standard investment-related, operational activities. 

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.

Typical Qualifications:


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

  • 2+ years of total relevant work experience

Preferred Qualifications:


  • 4+ Years of relevant work experience

  • Advanced Excel Skills

  • Demonstrated ability to design and implement process improvements

  • Applies consultative approach when interacting with customers and peers; position requires interaction with associates at all levels

  • Ability to coach and influence peers without direct Supervisory oversight

  • Completion of or progress towards a CFA or MBA

  • Intellectually curious and ability to apply critical thinking skills

  • Ability to think strategically and creatively
     

FINRA Requirements

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

Work Flexibility

This role is eligible for remote work up to two days a week.

Applicants for employment in the U.S. must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).

Commitment to Diversity, Equity, and Inclusion:

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits: We invest in our people through a wide range of programs and benefits, including:


  • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions

  • Flexible and remote work opportunities

  • Health care benefits (medical, dental, vision)

  • Tuition assistance

  • Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

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.





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