Analyst, Investment Liaison

T. Rowe Price
Baltimore
Workplace: HybridFull timeUSD 69,500 - 148,000 annuallyFunction: Data Science & Machine LearningExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Stakeholder management","Critical thinking","Strategic thinking","Collaboration"]

Support portfolio management operations across multiple low-to-moderate complexity investment strategies by analyzing investment and performance data, generating investment/risk/performance reporting, and maintaining benchmarks and composites. Serve as the bridge between investment management and operational teams, coordinate responses to corporate actions and compliance issues, and participate in projects by developing use cases, testing plans, and procedural documentation. Work with stakeholders to prepare data for client and committee meetings.

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T. Rowe Price
T. Rowe Price
2 months ago

Analyst, Investment Liaison

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Last checked: 10 days agoStatus: Live

Job Summary

Support portfolio management operations across multiple low-to-moderate complexity investment strategies by analyzing investment and performance data, generating investment/risk/performance reporting, and maintaining benchmarks and composites. Serve as the bridge between investment management and operational teams, coordinate responses to corporate actions and compliance issues, and participate in projects by developing use cases, testing plans, and procedural documentation. Work with stakeholders to prepare data for client and committee meetings.
Location: Baltimore
Workplace: Hybrid
Employment Type: Full time
Job Function: Data Science & Machine Learning
Seniority: Mid level

Key Responsibilities

  • •Support ongoing operational activities for portfolio management of multiple low-to-moderately complex investment strategies, including researching and analyzing investment and performance data.
  • •Generate bespoke investment-, risk-, and performance-related reporting and provide operational support for model portfolios, including coordination of responses to corporate action events.
  • •Resolve pre-trade compliance issues and investment-related operational issues; maintain strategy-level data, benchmarks, and performance composites.
  • •Coordinate portfolio manager responses to recurring and ad hoc quantitative investment-related inquiries; draft responses for review when needed.
  • •Participate as a project participant in investments-initiated projects by developing use cases and testing plans, including unit testing and maintaining procedural documentation.

Pay and Benefits

Salary: USD 69,500 - 148,000 annually
Perks:Annual BonusRetirementHybrid WorkHealth InsurancePaid Leave

Key Requirements

  • •Bachelor’s degree or equivalent combination of education and relevant experience.
  • •2+ years of total relevant work experience.
  • •Excellent written and verbal communication skills, including the ability to translate complex topics for diverse audiences.
  • •Ability to research and analyze investment and performance data to support investment-related operational activities.
  • •Experience or interest in process improvements, including advanced Excel skills (preferred).
Experience:2+ years
Education:Bachelor's
Skills:CommunicationStakeholder managementCritical thinkingStrategic thinkingCollaboration
Certifications:CFAMBA
Tech Stack:ExcelPythonSQL

Company Brief

T. Rowe Price
Global investment management firm offering mutual funds, retirement services, and advisory solutions for individual and institutional investors. Manages assets across equities, fixed income, multi-asset, and alternative strategies.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Baltimore, United States
Founded: 1937
WebsiteLinkedIn