Analyst, Investment Liaison Fixed Income - High Yield and Private Debt

Requisition Number: 78105

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External Description:

About this Position

The Fixed Income Investment Liaison specializing in High Yield and Private Debt Strategies acts as a primary point of contact between the fixed income investment staff and other operational teams. This role is instrumental in supporting our investment strategy through building subject matter expertise via on-the-job learning. The liaison supports portfolio management operations and represents the investment strategy to internal groups, serving as a conduit to the investment staff. Responsibilities include portfolio attribution and quantitative support. Strong attention to detail, client service, and technical skills are essential. The role also requires proven experience in change management, efficiency, and technology, along with effective communication with portfolio managers or senior-level professionals.

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives. We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job. 

If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us. 

 

Role Summary

Requires conceptual knowledge of theories and practices within the job discipline. Works within standardized procedures and practices to achieve objectives and meet deadlines. Accountable for their contributions; regularly verifies that work quality and timeliness meet team objectives. Works under established parameters for daily work and 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 ongoing operational activities related to portfolio management and credit research. Activities include researching and analyzing investment and performance data; generating bespoke investment-, risk-, and performance-related reporting; and resolving low to moderately complex investment-related operational issues independently.

• Provide various quantitative reports for risk positioning and metrics.

• Uses discretion to coordinate responses to ad hoc and recurring quantitative investment-related data inquiries from internal teams, clients, consultants, and prospects.

• Drafts responses to complex requests for review by more experienced team members.

• Develops content as directed by investment staff and senior team members.

• With guidance and oversight from senior team members and management, participates in investment-initiated projects.

• Develops use cases and testing plans and participates in unit testing as requested to ensure successful outcomes.

• Participates in training new employees on policies and procedures.

 

Qualifications

Required:

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

• 2+ years of total relevant work experience

 

Preferred:

• 3+ years of work experience in finance or financial services.

• Strong attention to detail and client service.

• Demonstrated technical experience.

• Proven experience in change management, efficiency, and technology.

• Proven experience working with and communicating with portfolio managers or senior-level persons.

• Experience with high yield or fixed income private placements or private credit

• Progress towards an MBA, MSF, or CFA program.

• Strong technical skills to manage analytics and portfolio attribution.

• Critical thinking skills and ability to solve complex problems without technology solutions.

• Strong communication skills, including technical writing to concisely summarize and communicate between investment personnel and operational teams.

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 one day per week from home.

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Community / Marketing Title: Analyst, Investment Liaison Fixed Income - High Yield and Private Debt

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.