Senior Analyst – Private Asset Management

Requisition Number: 79972

Position Title:

External Description:

Role Summary
The Senior PAM Analyst serves as the primary analytical and strategic partner to the Portfolio Managers (PMs) in the Private Asset Management Group (PAM). This role is responsible for leading complex portfolio analysis, supporting PAM accounts, including modeling, client onboarding, RFPs, and ensuring the highest standards of investment messaging and client service. The Senior PAM Analyst acts as a subject matter expert on PAM accounts, collaborating across the PAM team and investment organization to deliver accurate, timely support and to provide outstanding service to gather and retain assets. This person leverages the time of the portfolio manager while working to ensure the accuracy, and integrity of strategy content and investment messaging with clients. 

Responsibilities

Investment Management:

• Establish and maintain understanding of Portfolio Managers’ investment process.

• Measure strategy performance and work with Portfolio Managers to ensure seamless implementation of investment and trading strategies.

• Perform portfolio modeling at the direction of PAM PMs, including investing/raising cash, harvesting unrealized tax losses (when/if appropriate), and maintaining proper portfolio construction.

• Develop bespoke analyses to anticipate client needs and respond to inquiries.

• Maintain deep subject matter expertise on equity markets and portfolio manager perspectives to inform both existing and new client interactions.

• Engage in advanced project work to further the team’s research and development efforts.

Analytical Support:

• Serve as the lead analytical partner to the PAM Portfolio Manager, supporting the design, monitoring, and adjustment of accounts in line with client requirements.

• Conduct advanced analysis on strategies, incorporating market conditions, asset class characteristics, portfolio construction, and risk management to support the PAM Portfolio Managers.

• Facilitate responses to client requests and periodic reviews of investment performance to enable discussions with clients.

• Support the PAM Portfolio Managers in representing the PAM function in prospect and client meetings, as well as internal forums, articulating the value and capabilities of the team.

Franchise Support:

• Respond to inbound inquiries regarding PAM investment services and new business referrals from internal and external sources. 

• Prepare responses to RFPs and maintain database of current and past prospects, as well as related reports.

• Support the favorable reputation of the PAM business by assisting PMs in maintaining service levels of existing relationships (account holders and third parties) and marketing the service to existing relationships and prospective clients.

• Educate and train teams across the organization on PAM and related investment processes.

• Support the full sales cycle, including RFPs, sales meeting preparation, and client retention efforts.

Qualifications

Required:

• Bachelor’s degree required AND

• 4-6+ years of relevant investment experience, with a focus on equities or multi-asset strategies.

Preferred:

• Advanced degree or progress towards (CFA, MBA, or equivalent)

• Proven ability to partner with senior investment professionals and influence organizational outcomes.

• Outstanding analytical and communication skills

• Strong project leadership skills and the ability to drive initiatives to completion.

• Ability to work independently and collaboratively in a dynamic environment.

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.

City:

State:

Community / Marketing Title: Senior Analyst – 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.