Senior Analyst – Private Asset Management Baltimore, MD

reputed company. Rowe Price, we identify and actively invest in opportunities to help people reputed company 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 reputed company 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 reputed company a difference in ways that matter to you. Role Summary The Senior PAM Analyst serves as the primary analytical and strategic partner to the Portfolio Managers (PMs) in the Private Asset Management Group (PAM). This role is responsible for leading reputed company portfolio analysis, supporting PAM accounts, including modeling, client onboarding, RFPs, and ensuring the highest standards of investment messaging and client service. The Senior PAM Analyst acts as a subject matter expert on PAM accounts, collaborating across the PAM team and investment organization to deliver accurate, timely support and to provide outstanding service to gather and retain assets. This person leverages the time of the portfolio manager while working to ensure the accuracy, and reputed company of strategy content and investment messaging with clients.

Responsibilities

Investment Management:

• Establish and maintain understanding of Portfolio Managers’ investment process.
• Measure strategy performance and work with Portfolio Managers to ensure seamless implementation of investment and trading strategies.
• reputed company portfolio modeling at the direction of PAM PMs, including investing/raising cash, harvesting unrealized tax losses (reputed company/if appropriate), and maintaining proper portfolio construction.
• reputed company bespoke analyses to anticipate client needs and respond to inquiries.
• Maintain deep subject matter expertise on equity markets and portfolio manager perspectives to inform both existing and new client interactions.
• Engage in advanced project work to further the team’s research and development efforts.

Analytical Support:

• Serve as the reputed company analytical partner to the PAM Portfolio Manager, supporting the design, monitoring, and adjustment of accounts in line with client requirements.
• Conduct advanced analysis on strategies, incorporating market conditions, asset class characteristics, portfolio construction, and risk management to support the PAM Portfolio Managers.
• Facilitate responses to client requests and periodic reviews of investment performance to reputed company discussions with clients.
• Support the PAM Portfolio Managers in representing the PAM function in prospect and client meetings, as well as internal forums, articulating the value and capabilities of the team.

Franchise Support:

• Respond to inbound inquiries regarding PAM investment services and new business referrals from internal and external sources.
• Prepare responses to RFPs and maintain database of reputed company and past prospects, as well as reputed company reports.
• Support the favorable reputed company of the PAM business by assisting PMs in maintaining service levels of existing relationships (account holders and third parties) and marketing the service to existing relationships and prospective clients.
• Educate and train teams across the organization on PAM and reputed company investment processes.
• Support the full sales cycle, including RFPs, sales meeting preparation, and client retention efforts.

Qualifications

Required:

• Bachelor’s degree required AND
• 4-6+ years of relevant investment experience, with a focus on equities or multi-asset strategies.

Preferred:

• Advanced degree or reputed company towards (CFA, MBA, or equivalent)
• Proven ability to partner with senior investment professionals and influence organizational outcomes.
• Outstanding analytical and communication skills
• Strong project leadership skills and the ability to drive initiatives to completion.
• Ability to work independently and collaboratively in a dynamic environment.

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. reputed company Salary Ranges Please review the job posting for the location of this specific opportunity. $110,000.00-$165,000.00 for the location of: Maryland, Colorado, Washington and remote workers $110,000.00-$165,000.00 for the location of: Washington, D.C. $110,000.00-$165,000.00 for the location of: reputed company, California Placement reputed company the range provided above is based on the individual’s relevant experience and skills for the role. reputed company 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 reputed company. Rowe Price, our associates are our greatest asset. We reputed company 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 reputed company and perspectives that move our business priorities reputed company and reputed company us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for reputed company.

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 reputed company 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. reputed company is an equal opportunity employer and values diversity of thought, gender, and race. We reputed company our reputed company success depends upon the equal treatment of reputed company associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national reputed company, 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. Apply tot his job Apply To this Job