Investment Director, Multi-Asset

Requisition Number: 81050

Position Title:

External Description:

Role Summary

The primary role of the Investment Director is to serve as a member of the Global Investment Solutions Portfolio Management team, supporting our growing suite of investment solutions for the wealth management channel. The strategies supported will include private markets interval funds and model portfolio solutions. This role is client-facing and commercially oriented, focused on articulating portfolio strategy and providing leverage to portfolio managers by managing client engagement with distribution teams, investment insights, and internal coordination. The role requires a mix of technical investment knowledge about private markets and asset allocation model portfolios, strong communication skills, and the ability to present complex concepts in a digestible way for different audiences. The role will sit within the Global Investment Solutions Americas team within 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.
• Act as a primary client touchpoint, for example attend client and wholesaler meetings, present portfolio rationale and positioning, and represent PM views clearly and consistently in sales calls and client forums.
• Partner closely with portfolio managers to develop and translate investment insights into clear, compelling communications, and liaise with various stakeholders such as Marketing, Distribution, Product, Legal and Compliance teams on content creation and delivery, e.g., quarterly commentaries, presentation materials, performance narratives, whitepapers and other thought leadership.
• Provide domain knowledge and expertise across the alternatives investment landscape, including private equity, private credit, private infrastructure, and private real estate.
• Act as an internal product advocate, educating sales and relationship management teams on portfolio strategy, structures (e.g., private markets interval fund vehicles and evergreen strategies), liquidity features, and competitive positioning.
• Triage and respond to client and sales team inquiries, managing follow-up items and ensuring timely, accurate communication on portfolio positioning, performance drivers, and product mechanics.
• Lead and coordinate responses to RFPs and due diligence questionnaires, synthesizing input from various stakeholders to ensure accuracy, consistency, and compliance of all materials.
• Support and/or lead the creation of materials, analysis, studies, proposals, etc. for GIS-NA managed investment solutions.
• Partner with distribution teams, including traveling with sales professionals to support client meetings, platform reviews, and fundraising efforts.
• Gather market intelligence and client feedback to inform product development, positioning, and messaging refinement.
• Build a pipeline of additional opportunities, including custom model portfolio opportunities, with USI by proactively working to promote capabilities internally.
• Serve as the initial point of contact for custom model portfolios ongoing service. Ensure timely and complete communication of white-labeled materials around model portfolio rebalances.

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:

State:

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.