Corporate Access Originator

Requisition Number: 79262

Position Title:

External Description:

Role Summary

T. Rowe Price established an in-house Corporate Access program to build on our ability to directly strengthen our corporate partnerships. We are looking to appoint a Lead U.S. Corporate Access Originator dedicated to supporting two sectors across T. Rowe Price Associates (TRPA) and T. Rowe Price Investment Management (TRPIM).

The Corporate Access Originator will report to the U.S. Head of Corporate Access and will be responsible for partnering on the overall Corporate Access strategy and executing events across the Americas region. S/he will be responsible for the management of direct access to corporates, experts, headquarter visits and bespoke research trips. This role will provide critical connectivity between T. Rowe’s investors and the market. The Originator will need the ability to develop relationships with investment professionals to better understand their needs as an investor and look to engage them proactively by suggesting companies of interest or broader corporate access events (i.e. bespoke trips, summits, etc.).

The Originator will also be a key connector to our corporate partners in the continued education of our new dual-entity structure (TRPA & TRPIM). It is essential that this role be knowledgeable in and can highlight the composition of all TRPA and TRPIM strategies externally.

Responsibilities

• Partner with the Head of Corporate Access to strategize and advance a Corporate Access program, which consistently adds value to the investment process. Work collaboratively with investment professionals to centralize and execute U.S. corporate access activity, across our dual-entity structure, including one-off meetings, conferences, and bespoke research trips (sector-themed or geographically focused)
• Build and strengthen ongoing relationships with investment professionals to stay abreast of their current coverage responsibilities and investment ideas/theses that factor into a corporate access strategy. Manage ~25 relationships with dedicated sector analysts and PMs.
• Make pro-active corporate access suggestions based on investment team’s coverage and partner with investment teams to curate differentiated and enriching corporate access interactions.
• Act as point of contact with company management teams (CEOs, CFOs, and other C-suite, Investor Relations, etc.) to request and secure meetings for our investment professionals, representing T. Rowe Price in an appropriate and compelling manner, and ensuring a positive user experience. Be a subject matter expert on public holdings per company engagement, where appropriate pitch dual engagements and advocate for consistent, equitable access.
• Develop a robust knowledge of T. Rowe Price’s global funds and strategies to strategically market corporate access events and educate Investor Relations. Maintain and enhance investor relations relationships, acting as a centralized resource.
• Originate and serve as a point of entry for new relationships with companies (public and private) where T. Rowe Price does not have a direct dialogue
• Implement and leverage technology solutions to document and enhance the management of the corporate access process
• Generate and evolve mechanisms for measuring productivity and analyzing the overall effectiveness of Corporate Access programs and activities
• Work closely with global counterparts in other geographical locations to provide corporate access updates and opportunities
• Partner closely with important business units within the organization, including Global External Research, Compliance, Meetings & Events, Research Services, Administrative Services and Technology to ensure Corporate Access program is fully integrated into the broader T. Rowe Price business

Qualifications

Required:

• Bachelor’s degree required
• Minimum of 10+ years’ experience within financial services; sell-side corporate access, research sales or investor relations experience is desirable

Preferred:

• Knowledge of trends, best practices, and developments in Corporate Access
• Ability to develop relationships with investment professionals to gain an understanding of their needs as an investor
• Self-directed and able to perform assignments independently; demonstrates pro-active approach and is flexible with change
• Demonstrated record of strategic vision, balanced with an eye for detail
• Ability to multitask and prioritize workload
• Demonstrate ability to proactively solve problems
• Savvy to analyze and identify critical issues
• Exceptional communication skills, both written and verbal
• Strong client/customer service orientation
• Strong judgment and integrity
• Experience working with sensitive or confidential information

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: Corporate Access Originator

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.