Senior Analyst, Investment Liaison PAM
Location: Maryland, US
Requisition Number: 80206
Position Title:
External Description:
Role Summary
The Senior Analyst, Investment Liaison supports the Private Asset Management (PAM) organization by ensuring operational excellence and exceptional client service across the full lifecycle of client investment activities. This role partners closely with portfolio managers, internal teams, and external stakeholders to proactively manage client and investment operational needs, identify and solve business problems, enhance processes, and deliver a seamless client experience. The ideal candidate brings strong leadership, deep functional expertise, and the ability to lead cross-functional efforts through operational and organizational change.
Responsibilities
Client & Portfolio Support:
- Independently oversee operational and client-relationship activities for a diverse book of client portfolios, ensuring timely and accurate resolution of client, custodian, and internal needs.
- Support the client experience across onboarding, portfolio operations, life event coordination, client access facilitation, and offboarding.
- Meet regularly with Portfolio Managers to align priorities, address client requests, and deliver consistent high-quality service.
- Respond independently to recurring and ad hoc investment-related inquiries from clients, consultants, and internal teams.
Investment Operations & Data Management:
- Research and analyze investment, benchmark, and performance data for client portfolios, ensuring accuracy and accountability.
- Resolve pre-trade compliance issues and coordinate responses to corporate actions.
- Maintain strategy-level data and composites; process discretionary trade orders and coordinate with relevant teams.
- Ensure operational readiness and manage documentation, dependencies, and workflows for new or enhanced products, services, or processes.
Communication & Deliverables:
- Review and finalize client meeting presentations, reporting packages, and briefing materials for Portfolio Managers.
- Build strong relationships with internal and external partners; communicate effectively with both technical and non-technical audiences.
Process Improvement & Team Leadership:
- Lead or contribute to departmental initiatives focused on improving efficiency, scalability, risk reduction, or regulatory alignment.
- Identify and recommend solutions that improve operational efficiency and client outcomes; conduct end-to-end analysis of process and data impacts.
- Provide guidance, training, and subject matter expertise to junior team members; ensure accurate procedural documentation and continuity across investment strategies.
Qualifications
Required:
- Bachelor’s degree or the equivalent combination of education and relevant experience AND
- 5+ years of total relevant work experience with a focus on client service within financial services/asset management.
Preferred:
- Demonstrated leadership and management experience with the ability to motivate teams, drive performance, and lead cross-functional groups through change.
- Strong knowledge of Agile methodology, including writing user stories, acceptance criteria, and extracting requirements from multiple business partners.
- Knowledge of the Financial Services and Asset Management industries.
- Exceptional communication, interpersonal, and relationship-building skills.
- Strong analytical abilities with high attention to detail, accuracy, and deadlines.
- Ability to manage multiple priorities while maintaining organization, flexibility, and sound judgment.
- Comfortable conveying technical concepts to nontechnical stakeholders.
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, Investment Liaison PAM
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.