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 more than 85 years of experience, we provide investmen…
Skills: Investment Management, Microsoft Excel, VBA, Python, SQL
Colorado Springs, Colorado, United States · Hybrid
$80k–$117k/yr
Mid level
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 more than 85 years of experience, we provide investmen…
Equity Research Associate Analyst – Capital Appreciation Strategy
Baltimore, Maryland, United States · Hybrid
$110k–$160k/yr
Mid level
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 more than 85 years of experience, we provide investmen…
Skills: Equity Research, Financial Modelling, Three-Statement Models, Excel, Fundamental Analysis
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 more than 85 years of experience, we provide investmen…
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 more than 85 years of experience, we provide investmen…
KM2 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…
Skills: Investment Management, Microsoft Excel, VBA, Python, SQL
KM5 Job Description Role Summary The Equity Risk Director position is a key role within Investment Risk at T. Rowe Price. The Investment Risk team, which is part of the firm’s Enterprise Risk Group, consists of 38 associ…
Skills: Equity Market Risk, Risk Modeling, Quantitative Analysis, Python, R
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 more than 85 years of experience, we provide investmen…
Skills: ServiceNow, Software Design, Data Modeling, Jelly, Web Services
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 more than 85 years of experience, we provide investmen…
Skills: Equity Market Risk, Risk Modeling, Quantitative Analysis, Python, R
Senior Portfolio Analyst – US Equity Large Cap Value
Baltimore, Maryland, United States · Hybrid
$100k–$160k/yr
Senior
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 more than 85 years of experience, we provide investmen…
Equity Research Investment Analyst – European Small Cap - Generalist
Hong Kong, China · Hybrid
Senior
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 more than 85 years of experience, we provide investmen…
Skills: Fundamental Analysis, Equity Research, Financial Statement Analysis, Due Diligence, Quantitative Skills
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 more than 85 years of experience, we provide investmen…
Skills: Informatica MDM Multidomain, Middleware Architecture, Informatica Power Center, Informatica Data Quality, Autosys
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 more than 85 years of experience, we provide investmen…
Skills: Informatica MDM Multidomain, Middleware Architecture, Informatica Power Center, Informatica Data Quality, Autosys
Equity Research Investment Analyst – European Small Cap - Generalist
Hybrid
Senior
KM6 Role Summary Perform fundamental analysis for our European Small cap fund across multiple sectors, to identify key trends and the best-positioned companies. Conduct interviews with company personnel at all levels, co…
Skills: Fundamental Analysis, Equity Research, Financial Statement Analysis, Due Diligence, Quantitative Skills
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 more than 85 years of experience, we provide investmen…
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 more than 85 years of experience, we provide investmen…
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 more than 85 years of experience, we provide investmen…
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 more than 85 years of experience, we provide investmen…
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 more than 85 years of experience, we provide investmen…
Skills: Fundamental Research, Financial Modeling, Investment Analysis, Metals and Mining Sector Expertise, Alpha Generation
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 more than 85 years of experience, we provide investmen…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree, postgraduate degree
Compensation, Benefits, Flexibility
Posted 2d ago
~40 hrs/week
Responsibilities
Acts as a primary liaison between Multi-Asset investment management and operational teams to support portfolio management activities. Responsibilities include analyzing investment data, generating risk and performance reports, and coordinating responses to corporate action events.
Requirements
Requires a Bachelor's degree and at least 2 years of relevant experience in investment management. Proficiency in Microsoft Excel is required, with Python, SQL, and progress toward a CFA or MBA being preferred.
Full job description
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 more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business.With a career at the firm, you can expect opportunities to create real impact at workand in your community. You’ll enjoy resources to support your career path, as well ascompensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and valuesdifferences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
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 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
Under the general guidance of senior team members and management, supports the ongoing operational activities associated with portfolio management of multiple investment strategies of low to moderate complexity. Example activities include: researching and analyzing investment and performance data; generating bespoke investment-, risk-, and performance-related reporting, providing operational support for model portfolios, ensuring coordination of responses on corporate action events; resolving pre-trade compliance issues; maintaining strategy-level data, benchmarks, and performance composites; processing discretionary trade orders; and resolving low to moderately complex investment-related operational issues independently. May act as a resource for junior members while helping them complete operational activities.
Uses some autonomy in decision-making to ensure operational readiness to support investment management activities for multiple low to moderately complex investment strategies, products, separate accounts, and/or investment types. Example activities include: reviewing prospectus language, proposing investment guidelines, instructing opening of foreign market trading accounts, establishing standing instructions with internal and external parties, etc.
Uses some discretion to coordinate portfolio manager responses to ad hoc and recurring quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects. Drafts response to complex requests for review by more experienced managers.
Reviews content and sources standard investment data for use in client meetings, marketing materials, client reporting, and internal investment committee meetings. Develops content as directed by investment staff and senior team members.
With guidance and oversight from senior team members and management, serves as project participant on investments-initiated projects. Develops use cases and testing plans and participates in unit testing as requested to ensure successful outcomes.
Maintains accurate and complete procedural documentation for assigned strategy(ies), participates in cross-training exercises and provides operational coverage as needed for a defined subset of investment strategies. Under the direction of senior team members and management, participates in training new employees on policies and procedures.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
2+ years of total relevant work experience in a similar position within Investment Management
Advanced Microsoft skills, particularly Excel with some previous experience of VBA beneficial
Strong attention to detail to ensure accuracy in investment reporting
Strong organization and planning skills
Preferred:
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
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 or MBA
Work Flexibility:
This position is eligible for hybrid working with one day a week from home.
Commitment to Diversity, Equity, and Inclusion:
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
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, colour, 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.
T. Rowe Price is a premier global asset management organization, actively investing in opportunities to help people thrive in an evolving world.
Headquartered in Baltimore, Maryland, we provide a broad range of investment solutions across equity, fixed income, and multi-asset capabilities for clients around the world—from individuals to advisors to institutions to retirement plan sponsors.
Our active, independent investing approach has guided how we do business for more than 85 years. Our professionals have diverse perspectives, but are united behind a commitment to rigorous research. They collaborate to identify market risks and opportunities that can give clients sharper insights and an investment edge. We maintain a long-term view, aiming to deliver consistently strong performance in up and down markets.
Our clients—and their success—are our singular focus. That’s why we build deep, meaningful partnerships, matching client goals with our expertise. By understanding clients’ needs and delivering timely, actionable insights and solutions, we can help them navigate change and achieve better outcomes.
Guidelines: www.troweprice.com/social (LRN 4812722)
T. Rowe Price and our associates do not recommend or offer investment opportunities in any financial instrument (e.g., stocks, funds, cryptocurrency, etc.) via social media or messaging platforms.
Intended for US audiences only. Download a prospectus for any T. Rowe Price mutual fund or ETF, which includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing: https://trowe.com/3sqwKtL
Please remember that investing involves risk, including possible loss of principal and past performance cannot guarantee future results.
T. Rowe Price Investment Services, Inc., is a broker-dealer registered with the SEC and is Member FINRA and Member SIPC.
5247748
Offices: 1307 Point Street, Baltimore, Maryland 21231, US · 4515 Painters Mill Rd, Owings Mills, MD 21117, US
Asset ManagementMutual FundsSubadvisory ServicesRetirement PlansSeparate AccountsIRAsRetirement Planningand College PlanningFinanceBusiness Development
T. Rowe Price is a premier global asset management organization, actively investing in opportunities to help people thrive in an evolving world.
Headquartered in Baltimore, Maryland, we provide a broad range of investment solutions across equity, fixed income, and multi-asset capabilities for clients around the world—from individuals to advisors to institutions to retirement plan sponsors.
Our active, independent investing approach has guided how we do business for more than 85 years. Our professionals have diverse perspectives, but are united behind a commitment to rigorous research. They collaborate to identify market risks and opportunities that can give clients sharper insights and an investment edge. We maintain a long-term view, aiming to deliver consistently strong performance in up and down markets.
Our clients—and their success—are our singular focus. That’s why we build deep, meaningful partnerships, matching client goals with our expertise. By understanding clients’ needs and delivering timely, actionable insights and solutions, we can help them navigate change and achieve better outcomes.
Guidelines: www.troweprice.com/social (LRN 4812722)
T. Rowe Price and our associates do not recommend or offer investment opportunities in any financial instrument (e.g., stocks, funds, cryptocurrency, etc.) via social media or messaging platforms.
Intended for US audiences only. Download a prospectus for any T. Rowe Price mutual fund or ETF, which includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing: https://trowe.com/3sqwKtL
Please remember that investing involves risk, including possible loss of principal and past performance cannot guarantee future results.
T. Rowe Price Investment Services, Inc., is a broker-dealer registered with the SEC and is Member FINRA and Member SIPC.
5247748
Offices: 1307 Point Street, Baltimore, Maryland 21231, US · 4515 Painters Mill Rd, Owings Mills, MD 21117, US
Asset ManagementMutual FundsSubadvisory ServicesRetirement PlansSeparate AccountsIRAsRetirement Planningand College PlanningFinanceBusiness Development