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

The Senior Analyst, Investment Liaison supports the Private Asset Management (PAM) organization by ensuring operational excellence and exceptional client service across the full lifecycle of client investment activities. This role partners closely with portfolio managers, internal teams, and external stakeholders to proactively manage client and investment operational needs, identify and solve business problems, enhance processes, and deliver a seamless client experience. The ideal candidate brings strong leadership, deep functional expertise, and the ability to lead cross-functional efforts through operational and organizational change.

Responsibilities

Client & Portfolio Support:

• Independently oversee operational and client-relationship activities for a diverse book of client portfolios, ensuring timely and accurate resolution of client, custodian, and internal needs.
• Support the client experience across onboarding, portfolio operations, life event coordination, client access facilitation, and offboarding.
• Meet regularly with Portfolio Managers to align priorities, address client requests, and deliver consistent high-quality service.
• Respond independently to recurring and ad hoc investment-related inquiries from clients, consultants, and internal teams.

Investment Operations & Data Management:

• Research and analyze investment, benchmark, and performance data for client portfolios, ensuring accuracy and accountability.
• Resolve pre-trade compliance issues and coordinate responses to corporate actions.
• Maintain strategy-level data and composites; process discretionary trade orders and coordinate with relevant teams.
• Ensure operational readiness and manage documentation, dependencies, and workflows for new or enhanced products, services, or processes.

Communication & Deliverables:

• Review and finalize client meeting presentations, reporting packages, and briefing materials for Portfolio Managers.
• Build strong relationships with internal and external partners; communicate effectively with both technical and non-technical audiences.

Process Improvement & Team Leadership:

• Lead or contribute to departmental initiatives focused on improving efficiency, scalability, risk reduction, or regulatory alignment.
• Identify and recommend solutions that improve operational efficiency and client outcomes; conduct end-to-end analysis of process and data impacts.
• Provide guidance, training, and subject matter expertise to junior team members; ensure accurate procedural documentation and continuity across investment strategies.

Qualifications

Required:

• Bachelor’s degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience with a focus on client service within financial services/asset management.

Preferred:

• Demonstrated leadership and management experience with the ability to motivate teams, drive performance, and lead cross-functional groups through change.
• Strong knowledge of Agile methodology, including writing user stories, acceptance criteria, and extracting requirements from multiple business partners.
• Knowledge of the Financial Services and Asset Management industries.
• Exceptional communication, interpersonal, and relationship-building skills.
• Strong analytical abilities with high attention to detail, accuracy, and deadlines.
• Ability to manage multiple priorities while maintaining organization, flexibility, and sound judgment.
• Comfortable conveying technical concepts to nontechnical stakeholders.

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.

$87,000.00 - $148,000.00 for the location of: Maryland, Colorado, Washington and remote workers**$95,500.00 - $163,000.00** for the location of: Washington, D.C.
$108,000.00 - $185,000.00 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.