Senior Analyst, Investment Liaison Multi-Asset

Requisition Number: 81429

Position Title:

External Description:

About the Position

The Multi-Asset Investment Liaison acts a key catalyst for growth and collaboration within Global Investment Operations. In this dynamic role, you will serve as the primary bridge between our multi-asset investment management and various operational teams, actively enhancing your subject matter expertise through on-the-job learning and mentorship. As a Sr. Multi-Asset Investment Liaison, you'll play a vital role in supporting portfolio management operations, representing our investment strategies to internal groups, and facilitating effective communication with the investment staff. You'll contribute to team building, knowledge sharing, and spearhead departmental initiatives such as new system development, testing, and working group support. The Investment Liaison organization emphasizes the opportunity to grow, innovate, and drive positive change in a collaborative and dynamic environment.

Role Summary

Supports investment teams throughout the entire client life cycle, managing pivotal investment-related and operational activities. Act as a vital link for investments, utilizing your foundational business and technical expertise to navigate complex operational challenges. Requires conceptual understanding of theories and practices in your discipline, working within established procedures to achieve goals and meet deadlines. Take ownership of your contributions, ensuring that your work consistently meets team objectives for quality and timeliness. While you'll operate within established guidelines for daily tasks, you'll also have the opportunity to receive guidance as you tackle new and exciting assignments.  

Responsibilities

• Uses discretion and broad expertise to support the ongoing operational activities associated with portfolio management of multiple or complex investment strategies. Example activities include: researching, analyzing, and interpreting investment and performance data; generating bespoke investment-, risk-, and performance-related reporting; managing model portfolios; ensuring coordination of responses on corporate action events; resolving pretrade compliance issues; maintaining strategy-level data, benchmarks, and performance composites; coordinating discretionary trade order processing; and supporting less experienced professionals resolve complex investment-related operational issues. Acts as initial point of contact for junior members on team when complexity is introduced to operational activities.

• Uses autonomy in decision-making while ensuring operational readiness to support investment management activities for new and existing complex investment strategies, products, separate accounts, and investment types representing all levels of complexity. Example activities include: reviewing and finalizing prospectus language, recommending investment guidelines, instructing opening of foreign market trading accounts, establishing ad hoc instructions with internal and external parties, etc.

• On behalf of the portfolio managers, independently develops responses to ad hoc and recurring qualitative and quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects

• Develops complex content and sources data for use in client meetings, marketing materials, client reporting, and internal investment committee meetings with minimal oversight. Responsible for review of final material before delivering to internal business units.

• May represent department, leveraging broad knowledge and expertise on cross-functional/firmwide strategic initiatives and leads departmental initiatives to increase processing efficiency and scale, reduce risk, deliver new capabilities, and/or adhere to regulatory mandates.

• Responsible for training new employees on policies and procedures, serves as point of issue escalation for less experienced employees, and implements cross-training routines to ensure continuity of coverage across a defined subset of investment strategies. Ensures accurate and complete procedural documentation.

• Partners closely with Multi-Asset Portfolio Managers to understand evolving strategy needs and ensure operational support scales appropriately.

• Represents the team by contributing to department wide and investment‑division initiatives, including platform implementations, data remediation efforts, attribution enhancements, and process transformation programs impacting Multi‑Asset strategies.

• Identifies opportunities to streamline processes, reduce risk, and improve efficiency through automation, standardization, and improved data stewardship.

• Provides high quality data for Multi‑Asset attribution, performance, and analytics support, ensuring outputs meet investment and client expectations.

• Champions strong data management practices across benchmarks, reference data, and reporting inputs that underpin Multi‑Asset investment decisions.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND

• 5+ years of total relevant work experience

• Excellent written and verbal communication skills, including the ability to translate complex topics for diverse audiences

Preferred:

• Relevant investment or operations experience, including exposure to Multi‑Asset strategies

• 4+ years of investment industry experience

• Demonstrated ability to design and implement process improvements; advanced Excel skills; familiarity or interest in utilizing Python and SQL

• Applies consultative approach when interacting with stakeholders and peers; position requires interaction with associates at all levels

• Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams

• Intellectually curious and ability to apply critical thinking skills

• Ability to think strategically and creatively

• Ability to coach and influence peers without direct Supervisory oversight

• Completion of or progress towards a CFA, MBA, or MSF

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: Senior Analyst, Investment Liaison 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.