Analyst, Investment Liaison Strategic Support

Investment & Research Liaison Organization Role

The primary responsibility of this role is to provide consistent, high-quality, direct and indirect support to the portfolio management teams. This is accomplished by managing and performing globally centralized investment-related, operational processes; responding to ad hoc requests and inquiries; and actively participating in other strategic functions and initiatives. Additionally, this role is responsible for driving continuous process improvement and automation through the implementation of efficient, scalable, risk-controlled, and well documented processes across the global Investment & Research Liaison Organization.

The Investment & Research Liaison Organization supports investment teams through all stages of the client life cycle by managing investment-related, operational activities. Associates act as a conduit for investments by leveraging foundational business and technical knowledge to manage complex investment-related, operational activities.

The Strategic Support (ILSS) team's specific role is to provide business process analysis, continuous improvement, and capacity related support to the Investment & Research Liaison Organization as well as performing centralized processes and strategic functions in support of Investment Staff activities globally.

Responsibilities

• Under the general guidance of senior team members and management, supports the ongoing operational activities associated with portfolio management. Example activities include determining trade execution and cash repatriation details for paper portfolio trading; analyzing voluntary corporate actions notices to determine if compliance test trades are required, and when needed, instructing test trades; and resolving low-to-moderately complex investment-related, operational issues independently.
• Independently and through collaboration, provides business process analysis to identify processes lacking in operational efficiency or control with the purpose of implementing efficient, scalable, and risk-controlled solutions.
• Depending on IL capacity constraints, supports the various IL groups by offering coverage for daily, monthly, quarterly, and ad-hoc strategy related workflows and investment staff support
• 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 assignments, participates in cross-training exercises, and provides operational coverage as needed for defined processes. Under the direction of senior team members and management, participates in training new employees on policies and procedures.
• May act as a resource for junior members while helping them complete operational activities.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 2+ years of total relevant work experience

Preferred:

• Investment Operations knowledge and experience
• Strong technical skills (e.g., Excel, VBA, Access, SQL, SharePoint, Power BI, Power Query, Bloomberg)
• Experience with tools such as Duco, Alteryx, Dremio, and Alkymi may be beneficial
• In-depth knowledge of T. Rowe Price's range of investment strategies, products, and service
• Understanding of corporate actions
• Process and detail oriented
• Highly motivated with demonstrated initiative
• Possess a positive, problem-solving oriented attitude
• Demonstrated ability to identify and mitigate operational, financial, and reputations risk
• Ability to work independently as well as part of a team
• Desire to learn and take on challenges
• Ability to effectively prioritize and manage time

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

$68,000.00 - $116,000.00 for the location of: Maryland, Colorado, Washington and remote workers

$74,500.00 - $127,000.00 for the location of: Washington, D.C.

$85,000.00 - $145,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

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.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits