Sr. Analyst, Investment Liaison Strategic Support

Posted 11 Days Ago
Be an Early Applicant
Baltimore, MD, USA
In-Office
87K-185K Annually
Senior level
Financial Services
The Role
Lead global investment operations functions and strategic initiatives to improve efficiency, reduce risk, and scale service delivery. Manage and develop teams, drive process transformation and automation (Power Platform, Alteryx, DUCO), ensure governance and controls, support cross-functional programs, and act as a strategic partner to investment stakeholders to align operations with business objectives.
Summary Generated by Built In

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. 

About the Position

This role is responsible for leading high-impact investment support functions and strategic initiatives that enable efficient, scalable, and risk-controlled operations. The position combines deep operational expertise, people leadership, and strategic influence to drive continuous improvement and deliver high-quality support to investment teams globally. Operating within Investment Liaison Strategic Services (ILSS), part of the Shared Services organization in Global Investment Operations (GIO), this role plays a key leadership role in shaping operating models, enhancing service delivery, and aligning capabilities with evolving business and investment needs.

Role Summary

The KM3 role within ILSS provides end-to-end leadership for complex operational functions, associates, and strategic initiatives supporting global investment activities. This role is accountable for setting direction, driving execution, and ensuring operational excellence at scale, while proactively identifying opportunities to improve efficiency, reduce risk, and enhance capabilities.

The role serves as a strategic partner and thought leader, bridging business priorities and operational execution. It is responsible for leading associates, influencing stakeholders, and shaping processes and solutions that support the broader objectives of Shared Services and GIO.

Responsibilities

  • Set strategic direction and oversee delivery of complex, global operational activities supporting portfolio management, ensuring scalability, quality, and strong control frameworks.

  • Lead and develop team members, fostering a high-performance culture through coaching, clear expectations, and ongoing feedback.

  • Drive organizational capability building, including talent development, succession planning, and knowledge sharing across ILSS and Shared Services.

  • Identify, prioritize, and execute large-scale process improvement and transformation initiatives to enhance efficiency, reduce risk, and improve service delivery.

  • Champion automation and data-driven solutions using tools such as Power Platform, Alteryx, and other technologies.

  • Participate in complex, cross-functional programs and strategic initiatives from concept through implementation, ensuring successful delivery and adoption.

  • Act as an escalation point, providing guidance and decision-making on complex operational issues and ensuring timely resolution.

  • Establish and maintain robust governance, controls, and documentation to ensure compliance, audit readiness, and operational transparency.

  • Build and maintain strong stakeholder relationships, influencing decisions through a consultative, strategic approach and effective communication.

  • Represent ILSS and GIO on cross-functional and firmwide initiatives, aligning operational capabilities with broader business objectives and driving continuous improvement across the organization.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND

  • 5+ years of total relevant work experience

Preferred:

  • Meaningful experience within the investment management industry.

  • Proven ability to lead transformation efforts, including process redesign and automation.

  • Strong leadership presence with the ability to influence senior stakeholders.

  • Advanced analytical and technical skills (Excel; Power Platform, Alteryx, DUCO a plus).

  • Strategic mindset with the ability to connect operational execution to business outcomes.

  • Excellent communication skills.

  • Demonstrated ability to manage complexity, ambiguity, and change effectively.

  • Strong critical thinking, problem-solving, and decision-making capabilities.

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.

WHAT TO EXPECT AFTER APPLYING

1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes

2. If you are eligible, you will be asked to record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 20-30 minutes

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 roleBase salary is only one component of our total compensation packageEmployees 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.

Skills Required

  • Bachelor's degree or equivalent combination of education and relevant experience
  • 5+ years of total relevant work experience
  • Meaningful experience within the investment management industry
  • Proven ability to lead transformation efforts, including process redesign and automation
  • Strong leadership presence with ability to influence senior stakeholders
  • Advanced analytical and technical skills (Excel; Power Platform, Alteryx, DUCO a plus)
  • Strategic mindset with ability to connect operational execution to business outcomes
  • Excellent communication skills
  • Demonstrated ability to manage complexity, ambiguity, and change effectively
  • Strong critical thinking, problem-solving, and decision-making capabilities

T. Rowe Price Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about T. Rowe Price and has not been reviewed or approved by T. Rowe Price.

  • Retirement Support Retirement offerings are positioned as a standout, including strong 401(k) matching/contributions and related long-term savings features. Employee stock purchase options are also cited as part of the overall rewards structure that adds value beyond base pay.
  • Leave & Time Off Breadth Time-off benefits are repeatedly framed as generous, including sizeable PTO allotments and multiple paid-leave categories. This breadth of leave is described as a meaningful component of the overall rewards package.
  • Career-Linked Recognition & Rewards Annual bonuses and performance-linked rewards are described as common components of total compensation. Tuition assistance and development support are also presented as rewards that reinforce longer-term career growth.

T. Rowe Price Insights

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The Company
HQ: Baltimore, MD
10,561 Employees
Year Founded: 1937

What We Do

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. Headquartered in Baltimore, Maryland, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors. At T. Rowe Price, we believe in strategic investing. It has guided how we do business for more than 80 years, and it’s driven by independent thinking and rigorous research. So our clients can be confident that we’ll strive to select the right investments as we help them achieve their objectives. Strategic investing means that we don’t stop at surface level analysis. Instead, we go beyond the numbers. Our investment professionals travel the world, visiting the companies they evaluate. It’s this passion for exploration and understanding that has helped inform better decision-making and prudent risk management for our clients since its founding by Thomas Rowe Price Jr. in 1937.

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