The Analyst, Investment Liaison, PAM plays a critical role in supporting the PAM Investment Team by proactively managing all client and investment operational needs
Job Summary
The Analyst, Investment Liaison, PAM plays a critical role in supporting the PAM Investment Team by proactively managing all client and investment operational needs.
Responsibilities include independently managing operational and client-relationship activities for an average of 150 client portfolios, supporting the full client experience, and processing discretionary trade orders.
T. Rowe Price offers competitive compensation, a generous retirement plan, hybrid work schedule, health and wellness benefits, and paid time off.
Matching Summary
The Analyst, Investment Liaison, PAM plays a critical role in supporting the PAM Investment Team by proactively managing all client and investment operational needs.
Salary
Base: $69,500.00 - $148,000.00; Bonus/Equity: Annual bonus eligibility; Benefits: Health and wellness benefits, retirement plan, PTO
Skills & Requirements
Must-have
Client and investment operational needs
Client experience across full lifecycle
Investment, benchmark, and performance data
Process discretionary trade orders
Review and finalize client presentations
Nice-to-have
Strong judgment and resourcefulness
Collaborative culture and generosity
Team orientation and collaboration
Resourcefulness and proactive support mindset
Key Requirements
Bachelor’s degree or equivalent
2+ years relevant experience
Focus on client service in financial services/asset management