Senior Advisor, Investment Communication

Posted 2 Days Ago
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Baltimore, MD
175K-250K Annually
Senior level
Fintech
The Role
The Senior Advisor, Investment Communication will coach Analysts and Portfolio Managers to enhance their oral and written communication skills, develop workshops, and enhance partnerships within the Equity Division. The role supports onboarding new analysts, engages with executives on critical communications, and ensures effective dialogue to improve investment results.
Summary Generated by Built In

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.  We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

Primary Purpose:

The primary responsibility of the Investment Communication Advisor to is to maximize the impact of investment communication mainly across the Equity Division (and broader organization as needed), with the goal of strengthening clarity of thought, dialogue and ultimately, improving investment results.

Primary Responsibilities:

  • Coach Analysts and Portfolio Managers across US Equity on clear and thoughtful oral and written communication to improve investment results.
  • Coach Analysts and Portfolio Managers to interview company management.
  • Build partnerships with Directors of Research to act as a trusted advisor on communication and leadership challenges.
  • Design and conduct workshops as needed for investors on presentation skills, management interviews, and other job-related necessary skills.
  • Develop and document tools and best practices which improve the communication between investment professionals.
  • Support the onboarding of new Analysts/Associate Analysts as well as lateral-hire Analysts to help them with their research and impact to the firm.
  • Attend Director of Research meetings to understand priorities and challenges facing the business.
  • Consult with Global Distribution and other BUs to inform communication and positioning at investor events.
  • Consult with C-level executives on critical communications.

Qualifications:

Required

  • Bachelor’s degree and at 8+ years of relevant experience
  • Prior Asset management industry knowledge
  • Investment experience (Equity)
  • Exceptional communication skills required.
  • Ability to build trust, rapport and credibility quickly with Investment Professionals

Preferred

  • MBA and/or CFA
  • Prior communication experience
  • Ability to prioritize and support multiple initiatives and projects in a fast-paced environment.
  • Sound judgement and decision-making skills; identify highest needs and prioritize work accordingly.
  • Strong diplomacy and tact 
  • Flexibility to adapt coaching style to the most effective for the circumstance and audience.
  • Ability to diagnose the root cause of communication successes and failures at both the individual and systemic level.
  • Ability to provide practical tools and advice to improve efficiency of Investment Professionals

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work up to one day a week.

Base salary ranges:

$175,000.00-$250,000.00 for the location of: California, New York
$175,000.00-$250,000.00 for the location of: Washington, D.C
$175,000.00-$250,000.00 for the location of: Colorado, Maryland, Washington and all other US locations

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

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

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.  

 

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

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.

The Company
HQ: Baltimore, MD
10,561 Employees
On-site Workplace
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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