Analyst, Investment Liaison Proxy Operations

Requisition Number: 74257

Position Title:

External Description:

Role Summary

Supports investment teams through all stages of the client life cycle by managing investment-related, operational activities. Acts as a conduit for investments by leveraging foundational business and technical knowledge to manage complex investment-related, operational activities.

Responsibilities

• Supports ongoing operational activities associated with portfolio management of firm and client strategies.
• Example activities include but are not limited to: Researching and analyzing data as it relates to Environmental, Social and Governance (ESG) investing operations; generating scheduled and bespoke reporting for internal and external clients; providing operational support for the life cycle of a proxy vote; reviewing, researching and resolving proxy-related operational issues of varying complexity levels independently 
• Uses autonomy in decision-making to ensure operational readiness to support investment management activities globally. 
• Example activities include but are not limited to: Reviewing and processing votes; performing quality control and reconciliation of proprietary and client data; communicating with the Governance teams, globally; opening and maintaining account records at the custodian and proxy vendor; working closely with the proxy vendor to resolve issues 
• Uses discretion to coordinate Governance team responses to ad hoc and recurring quantitative ESG Investing-related data inquiries posed by internal teams, clients, consultants, and prospects. 
• Provides leadership and guidance to teammates, collaborating effectively to achieve departmental goals. 
• Serves as project participant or lead, as required, on investments-initiated and investment operations-directed projects. Develops use cases and testing plans and participates in user acceptance testing to ensure successful outcomes. 
• Maintains accurate and complete procedural documentation for assigned responsibilities, participates in cross-training exercises and provides operational coverage as needed within assigned team. 

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience 
• 4+ years of total relevant work experience 
• Preferred Qualifications 
• Investment management or portfolio management support experience, knowledge or understanding of investment process. 
• Advanced skills in Excel, Adobe, Word and PowerPoint 
• Exceptional analytical and communication skills, attention to detail and diligence 
• Demonstrated ability to identify and mitigate operational, financial and reputational risk.

Preferred:

• Experience with Proxy Voting process and Proxy Voting operations (a plus, but not required) 

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City:

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Community / Marketing Title: Analyst, Investment Liaison Proxy Operations

Company Profile:

Location_formattedLocationLong: Baltimore, Maryland US

CountryEEOText_Description: 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.