T. Rowe Price
Multi Asset Investment Liaison Analyst
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Multi-Asset Investment Liaison – T. Rowe Price
About T. Rowe Price
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with over 85 years of experience, we provide investment solutions—including equity, fixed income, and multi-asset capabilities—to individuals, advisors, institutions, and retirement plan sponsors. Our active, independent approach empowers clients with confidence and meaningful partnership.
We believe doing the right thing for clients and associates drives success. A career at our firm offers opportunities to create real impact, career development, competitive compensation, benefits, and flexibility. Our collaborative culture celebrates differences, fostering a spirit of generosity and inclusion. Join us to grow professionally while making meaningful contributions.
About the Role
The Multi-Asset Investment Liaison serves as a catalyst for collaboration within Global Investment Operations, acting as the bridge between Multi-Asset investment management and operational teams. The role enhances subject matter expertise through mentorship and hands-on learning, ensuring seamless alignment across functions.
In this dynamic position, you’ll:
- Support portfolio management operations
- Advocate for investment strategies internally
- Facilitate communication between investment teams and operational staff
- Contribute to team development, knowledge sharing, and departmental initiatives (e.g., new system development, testing, and working groups)
The Investment Liaison organization thrives in a culture of innovation, collaboration, and growth, empowering you to drive positive change.
Role Summary
You will:
- Support investment teams across the entire client lifecycle, managing critical operational and investment-related activities.
- Serve as a vital external liaison between investments and operations, leveraging foundational business and technical expertise resolve complex challenges.
- Operate within established procedures while proactively contributing to process improvements.
- Own contributions to ensure quality and timeliness, integrating into agile environments with defined guidance.
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While structured frameworks guide daily tasks, mentorship and new opportunities for advancement create a dynamic work environment.
Responsibilities
Core Support Functions
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Under general senior guidance, support operational activities for multi-asset investment strategies (low-to-moderate complexity), including:
- Research & Analysis: Assessing investment, performance, and market data
- Reporting: Generating bespoke investment-, risk-, and performance-related reports
- Operational Support: Managing model portfolios, coordinating corporate action events, and mitigating pre-trade compliance issues independently
- Data Maintenance: Tracking strategy-level data, benchmarks, and performance composites
- Trade Processing: Handling discretionary trade orders
- Issue Resolution: Troubleshooting low-to-moderately complex operational challenges
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Act as a resource for junior team members, aiding in operational tasks.
Autonomous Decision-Making
With discretion, support investment management initiatives, including:
- Proposal Development: Drafting guidelines, revising prospectus language, and establishing market access (e.g., opening foreign trading accounts, setting standing instructions)
- Client & Data Queries: Coordinating quantitative investment-related inquiries from:
- Internal teams (e.g., clients, consultants, prospects)
- Drafting responses to complex requests for senior review
- Content Reviews: Ensuring investment data accuracy for:
- Client meetings
- Marketing materials
- Investment committee meetings
Project Participation & Process Improvement
- As a project participant, contribute to investment-driven initiatives under senior guidance.
- Develops use cases and testing plans, participating in unit testing to ensure system success.
- Maintains procedural documentation for assigned strategies; collaborates in cross-training and provides operational coverage.
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Training & Mentorship
- Assist in new employee onboarding, covering policies and procedures.
Qualifications
Required
- Bachelor’s degree or equivalent education/experience.
- 2 minimum years of relevant experience in investment management (similar positions preferred).
- Advanced Microsoft Excel skills, with prior VBA experience advantageous.
- Sharp attention to detail critical for investment reporting accuracy.
- Strong organization and planning abilities.
Preferred
- Proven process improvement design/implementation.
- Enhanced Excel proficiency and interest in Python/SQL.
- Consultative approach in stakeholder interactions.
- Intellectual curiosity and critical-thinking capabilities.
- Ability to strategically problem-solve and mentor peers without direct oversight.
- Progress toward or completion of CFA/MBA.
Work Flexibility
This position is eligible for hybrid work, requiring one on-site day per week.
Diversity, Equity & Inclusion Commitment
At T. Rowe Price, our diverse associates drive innovation. We affirm equal opportunity and support collaborative growth.
We are an equal opportunity employer and champion:
- Diversity of thought, gender, and race
- Non-discrimination across race, religion, sex, age, disability, marital status, sexual orientation, veteran status, and more
Our commitment to inclusion fosters a thriving, client-focused environment.
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