Analyst, Investment Liaison

T. Rowe Price; Baltimore, Northern (MD, KY); Hybrid; USD 69,000 - 118,000; Full time

Benefits offered by this job

Annual bonus eligibility

Hybrid work schedule

Health and wellness benefits

Paid time off

Job summary

T. Rowe Price is seeking an Analyst for the Investment Liaison team to serve as a trusted partner to investment professionals, supporting execution and operations across the investment lifecycle.

Based at Harbor Point, Baltimore, the role collaborates with multiple teams to drive operational excellence. The position requires a Bachelor's degree and 2+ years in financial services or investment operations, with strong communication and advanced Excel skills.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• 2+ years of relevant professional experience within financial services/investment operations.
• Strong written and verbal communication skills with the ability to simplify complex concepts for diverse audiences.
• Familiarity with Python, SQL, or other analytical tools; advanced Excel skills.
• Experience leveraging AI-enabled technologies, automation tools, and emerging digital capabilities to enhance operational effectiveness and drive process improvement.
• Progress toward or completion of a CFA and/or MBA.

Responsibilities

• Support investment teams including stakeholders across Operations, Tech, Risk, Distribution, Client Services, Compliance, and Legal.
• Assist with account onboarding, data and reporting oversight, and corporate actions management.
• Contribute to process improvements, automation, and efficiency initiatives across the Investment Liaison team.
• Provide investment operations support for Fixed Income, Multi-Asset, Equity, and Private Asset Management groups.
• Collaborate with portfolio managers and research analysts to ensure timely access to investment insights.

Skills

Advanced Excel

Stakeholder management

Analytical thinking

Communication skills

Education

Bachelor's degree

Tools

Python

SQL

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 work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll 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

Investment Liaisons within our Global Investment Operations business area serve as trusted partners to investment professionals, supporting the implementation, management, and operational execution of investment strategies. They collaborate with portfolio managers, research analysts, traders, and business partners across Operations, Technology, Risk, Distribution, Client Services, Compliance, and Legal to drive operational excellence throughout the investment lifecycle.

Responsibilities

Responsibilities may include investment team support, stakeholder management, account onboarding, operational readiness, data and reporting oversight, corporate actions management, Global Investment Performance Standards (GIPS) compliance, process improvement, and strategic initiatives.

Opportunities within this team include Associate Analyst, Analyst, Sr. Analyst, Lead Analyst and Sr. Manager and alignment is based on relevant investment operations experience. We currently are seeking an Analyst for the Investment Liaison (IL) team, based at our Harbor Point headquarters in Baltimore, Maryland.

Responsibilities IL Areas of Specialization

Fixed Income: Partners with Fixed Income investment and research teams to support the management and delivery of fixed income investment strategies. The role places additional emphasis on research support, portfolio analysis, benchmark and performance reporting, and ensuring timely access to data and investment insights used in the investment decision‑making process.

Multi-Asset: Partners with Multi-Asset investment teams to support the implementation and evolution of complex investment strategies spanning multiple asset classes. The role places additional emphasis on cross-functional coordination, investment guideline implementation, attribution and reporting processes, operational readiness, and business transformation initiatives that enhance scalability and efficiency.

Equity: Partners with global Equity investment teams to support the growth and delivery of investment products throughout their lifecycle. The role places additional emphasis on product management, stakeholder engagement, operational readiness, and coordination across investment, distribution, and client‑facing teams to support new business opportunities and ongoing product success.

Private Asset Management (PAM): Partners with portfolio managers, wealth advisors, relationship managers, and operational teams to deliver customized investment solutions for high‑net‑worth and institutional clients. The role places additional emphasis on individualized client support, portfolio customization, life‑event planning, account transitions, and the delivery of a high‑touch client experience throughout the client lifecycle.

Qualifications Required

Bachelor's degree or equivalent combination of education and relevant experience. 2+ years of relevant professional experience within financial services/investment operations. Strong written and verbal communication skills with the ability to simplify complex concepts for diverse audiences. Preferred Experience in investment operations, portfolio support, or financial services. Advanced Excel skills; familiarity with Python, SQL, or other analytical tools. Experience leveraging AI-enabled technologies, automation tools, and emerging digital capabilities to enhance operational effectiveness, improve decision‑making, and drive continuous process improvement. Demonstrated ability to identify process improvement opportunities and influence stakeholders across functions. Strong analytical, critical thinking, and problem‑solving skills. Progress toward or completion of a CFA and/or MBA.

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 - $118,000.00 for the location of: Maryland, Colorado, Washington and remote workers

$76,500.00 - $130,000.00 for the location of: Washington, D.C.

$87,000.00 - $148,000.00 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.

Featured employee benefits to enrich your life:

• 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

Learn more about our benefits.

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.

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term.