Senior Analyst, Investment Liaison Private Asset Management

Requisition Number: 75522

Position Title:

External Description:

Role Summary

The Private Asset Management (PAM) group provides customized investment counseling and discretionary portfolio management for individuals, trusts, endowments, foundations and other institutions. The PAM Analyst supports the PAM Investment Staff through proactively identifying and addressing all client and investment operational needs, offering and developing solutions to optimize the client experience related to client on-boarding, offboarding and lifecycle events in between.

Responsibilities

• Uses discretion and broad expertise to support the ongoing operational activities associated with portfolio management of multiple or complex investment strategies. varying in complexity and develops custom approaches for clients based on individual needs, Example activities include; researching and analyzing investment and performance data; 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, liaising with relevant business contacts (internally and externally) to coordinate service to the client.; and resolving investment, client and custodian related operational issues independently. May act as a resource for junior members while helping them complete operational activities.
• Uses autonomy in decision-making while ensuring operational readiness to support investment management activities. This requires liaising between all internal and external stakeholders to ensure all documentation and operational requirements are fulfilled prior to inception/effective date.
• On behalf of the portfolio managers, independently develops responses to ad hoc and recurring qualitative and quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects
• Develops complex content and sources data for use in client meetings and investment staff (ex. Client meeting presentation, client reporting, portfolio manager meeting materials)
• May represent department leveraging broad knowledge and expertise to lead departmental initiatives to increase efficiencies, scale, reduce risk, new capabilities and/or adhere to regulatory mandates
• Responsible for owning and/or completing PAM Business deliverables (ex. Quarterly Billing, ADV Annual Mailing, RFPs, Client mailings, Audits, etc.)
• Responsible for training new employees on policies and procedures, serves as point of issue escalation for less experienced employees, and implements cross-training routines to ensure continuity of coverage across a defined subset of investment strategies. Ensures accurate and complete procedural documentation.

Qualifications

 Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience

Preferred:

• Ability to work independently as well as part of a team
• Possesses a positive, problem-solving oriented attitude to both internal and external client interactions
• Strong communications and interpersonal skills
• Possesses excellent organizational skills
• Ability to manage multiple priorities, flexible
• Excellent analytical skills and attention to detail, accuracy, and deadlines
• Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization
• Highly motivated with demonstrated initiative
• Ability to communicate technical concepts and ideas to non-technical audience
• Ability to navigate through internal and client organizations for decisions and sign-off
• Ability to identify potential issues and escalate accordingly

FINRA Requirements

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

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.

City:

State:

Community / Marketing Title: Senior Analyst, Investment Liaison Private Asset Management

Company Profile:

Location_formattedLocationLong: 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.