Investment Director, Multi-Asset
Location: Maryland, US
Requisition Number: 81050
Position Title:
External Description:
Role Summary
The Investment Director will serve on the Global Investment Solutions Portfolio Management team, supporting a growing suite of investment solutions for the wealth management channel, including private markets interval funds and model portfolio solutions.
This is a client-facing role focused on partnering with portfolio managers to articulate portfolio strategy and help shape the positioning and evolution of investment solutions. The position works closely with distribution teams to support client engagement, deliver investment insights, and coordinate across internal stakeholders.
The ideal candidate will bring deep technical expertise in private markets and asset allocation model portfolios, strong communication skills, and the ability to translate complex investment concepts into clear, compelling messaging for a range of audiences.
This position sits within the Global Investment Solutions Americas team in the Global Multi-Asset Investment division.
Responsibilities
- Lead and/or contribute to client engagements, internal alignment and investment design of public-private investment solutions and model portfolio solutions for wealth management channel.
- Contribute to the design, positioning, and evolution of investment solutions through market insight, portfolio perspectives, and investor engagement.
- Serve as a key investor-facing representative, presenting portfolio rationale, positioning, and investment views across client meetings, sales discussions, and industry forums.
- Partner closely with portfolio managers to develop and translate investment insights into clear, compelling communications, and coordinate across stakeholders on the creation and delivery of quarterly commentaries, presentation materials, performance narratives, white papers, and other thought leadership content.
- Provide subject matter expertise across the alternatives investment landscape, including private equity, private credit, infrastructure, and private real estate.
- Act as an internal advocate for investment solutions, educating sales and relationship management teams on portfolio strategy, product structures, liquidity frameworks, and competitive positioning across private markets interval funds and evergreen strategies.
- Manage investor and distribution inquiries related to portfolio positioning, performance drivers, implementation considerations, and product mechanics, ensuring timely and accurate communication.
- Lead and coordinate responses to RFPs and due diligence questionnaires, synthesizing input across stakeholders to ensure accuracy, consistency, and compliance.
- Support the development of investment materials, analysis, proposals, and strategic content for GIS Americas-managed investment solutions.
- Partner with distribution teams to support client meetings, platform reviews, and fundraising initiatives, including participation in client travel and engagement activities.
- Develop and advance strategic opportunities through proactive collaboration with internal partners and distribution teams.
Qualifications
Required:
- Bachelor’s degree required AND
- 7+ years of relevant investment experience, with a focus on private market or multi-asset strategies.
Preferred:
- Advanced degree (CFA, MBA, or equivalent)
- Proven ability to partner with senior investment professionals and influence organizational outcomes.
- Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.
- 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, global 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:
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Community / Marketing Title: Investment Director, Multi-Asset
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.