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, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
About the Position
The Multi-Asset Investment Liaison acts a key catalyst for growth and collaboration within Global Investment Operations. In this dynamic role, you will serve as the primary bridge between our Multi-Asset investment management and various operational teams, actively enhancing your subject matter expertise through on-the-job learning and mentorship. As a Multi-Asset Investment Liaison, you'll play a vital role in supporting portfolio management operations, representing our investment strategies to internal groups, and facilitating effective communication with the investment staff. You'll contribute to team building, knowledge sharing, and spearhead departmental initiatives such as new system development, testing, and working group support. The Investment Liaison organization emphasizes the opportunity to grow, innovate, and drive positive change in a collaborative and dynamic environment.
Role Summary
Supports investment teams throughout the entire client life cycle, managing pivotal investment-related and operational activities. Act as a vital link for investments, utilizing your foundational business and technical expertise to navigate complex operational challenges. Requires conceptual understanding of theories and practices in your discipline, working within established procedures to achieve goals and meet deadlines. Take ownership of your contributions, ensuring that your work consistently meets team objectives for quality and timeliness. While you'll operate within established guidelines for daily tasks, you'll also have the opportunity to receive guidance as you tackle new and exciting assignments.
Responsibilities
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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.
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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.
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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.
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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.
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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.
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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.
Qualifications
Required:
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Bachelor's degree or the equivalent combination of education and relevant experience AND
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2+ years of total relevant work experience ideally within Investment Management/Financial Services
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Advanced Microsoft skills, particularly Excel with some previous experience of VBA beneficial
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Strong attention to detail to ensure accuracy in investment reporting
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Strong organization and planning skills
Preferred:
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Demonstrated ability to design and implement process improvements; advanced Excel skills; familiarity or interest in utilizing Python and SQL
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Applies consultative approach when interacting with stakeholders and peers; position requires interaction with associates at all levels
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Intellectually curious and ability to apply critical thinking skills
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Ability to think strategically and creatively
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Ability to coach and influence peers without direct Supervisory oversight
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Completion of or progress towards a CFA or MBA
Work Flexibility:
This position is eligible for hybrid working with one day a week from home.
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.
