Analyst, Investment Liaison - Private Asset Management; PAM
Position: Analyst, Investment Liaison - Private Asset Management (PAM)
Overview
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 work and in your community. Youâll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, youâll find a collaborative culture that respects and values differences 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.
Role Summary
The Private Asset Management (PAM) group provides customized investment counseling and discretionary portfolio management for individuals, trusts, endowments, foundations, and other institutions. The Analyst, Investment Liaison, PAM plays a critical role in supporting the PAM Investment Team by proactively managing all client and investment operational needs. This role requires strong judgment, resourcefulness, and the ability to continually reprioritize in response to constant and competing demands.
The Analyst contributes directly to an exceptional client experience across the full client lifecycle, including onboarding, ongoing portfolio operations, life event coordination, and offboarding.
Responsibilities
⢠Client & Portfolio Support: Independently manage the operational and client-relationship activities associated with an average of 150 client portfolios of varying complexity, ensuring timely resolution of all client, custodian, and internal needs.
⢠Support the full client experience, including onboarding, assisting with life event tasks, facilitating client access needs, and managing custodian requests.
⢠Meet daily with Portfolio Managers to align priorities and ensure consistent, high-quality service delivery.
⢠Investment Operations & Data Management: Research and analyze investment, benchmark, and performance data.
⢠Resolve pre-trade compliance issues and coordinate corporate-action responses.
⢠Maintain strategy-level data and composites with focus on accuracy and accountability.
⢠Process discretionary trade orders and coordinate across team.
⢠Communication & Deliverables: Review and finalize client meeting presentations, reporting packages, and PM briefing materials.
⢠Lead or support business deliverables such as quarterly billing, ADV mailing, RFPs, audits, and client mailings.
⢠Process Improvement & Team Leadership: Contribute to initiatives that enhance efficiency, scalability, risk mitigation, and regulatory adherence.
⢠Maintain procedural documentation; participate in cross-training; provide operational coverage.
⢠Assist in training new employees and acting as resource for junior staff.
Qualifications
⢠Required: Bachelorâs degree or equivalent; 2+ years relevant experience with a focus on client service within financial services/asset management.
⢠Preferred: Efficiency in managing shifting priorities; strong problem-solving skills; team orientation and collaboration; high accountability and ownership; resourcefulness and proactive support mindset; excellent communication and organizational skills.
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.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
⢠$69,500.00 - $ for the location of:
Maryland, Colorado, Washington and remote workers
⢠$76,500.00 - $ for the location of:
Washington, D.C.
⢠$87,000.00 - $ for the location of:
New York, California
Placement within the range provided above is based on the individualâs relevantâŚ
Apply Now
Apply Now
Overview
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 work and in your community. Youâll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, youâll find a collaborative culture that respects and values differences 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.
Role Summary
The Private Asset Management (PAM) group provides customized investment counseling and discretionary portfolio management for individuals, trusts, endowments, foundations, and other institutions. The Analyst, Investment Liaison, PAM plays a critical role in supporting the PAM Investment Team by proactively managing all client and investment operational needs. This role requires strong judgment, resourcefulness, and the ability to continually reprioritize in response to constant and competing demands.
The Analyst contributes directly to an exceptional client experience across the full client lifecycle, including onboarding, ongoing portfolio operations, life event coordination, and offboarding.
Responsibilities
⢠Client & Portfolio Support: Independently manage the operational and client-relationship activities associated with an average of 150 client portfolios of varying complexity, ensuring timely resolution of all client, custodian, and internal needs.
⢠Support the full client experience, including onboarding, assisting with life event tasks, facilitating client access needs, and managing custodian requests.
⢠Meet daily with Portfolio Managers to align priorities and ensure consistent, high-quality service delivery.
⢠Investment Operations & Data Management: Research and analyze investment, benchmark, and performance data.
⢠Resolve pre-trade compliance issues and coordinate corporate-action responses.
⢠Maintain strategy-level data and composites with focus on accuracy and accountability.
⢠Process discretionary trade orders and coordinate across team.
⢠Communication & Deliverables: Review and finalize client meeting presentations, reporting packages, and PM briefing materials.
⢠Lead or support business deliverables such as quarterly billing, ADV mailing, RFPs, audits, and client mailings.
⢠Process Improvement & Team Leadership: Contribute to initiatives that enhance efficiency, scalability, risk mitigation, and regulatory adherence.
⢠Maintain procedural documentation; participate in cross-training; provide operational coverage.
⢠Assist in training new employees and acting as resource for junior staff.
Qualifications
⢠Required: Bachelorâs degree or equivalent; 2+ years relevant experience with a focus on client service within financial services/asset management.
⢠Preferred: Efficiency in managing shifting priorities; strong problem-solving skills; team orientation and collaboration; high accountability and ownership; resourcefulness and proactive support mindset; excellent communication and organizational skills.
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.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
⢠$69,500.00 - $ for the location of:
Maryland, Colorado, Washington and remote workers
⢠$76,500.00 - $ for the location of:
Washington, D.C.
⢠$87,000.00 - $ for the location of:
New York, California
Placement within the range provided above is based on the individualâs relevantâŚ
Apply Now
Apply Now