At a Glance
- Tasks: Bridge investment management and operations, enhancing expertise through mentorship and collaboration.
- Company: Dynamic investment firm focused on growth and innovation.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional development.
- Other info: Join a team that values creativity, critical thinking, and process improvement.
- Why this job: Make a real impact in investment operations while growing your skills in a supportive environment.
- Qualifications: Bachelor’s degree, 2+ years in investment management, strong Excel skills, and a consultative approach.
The predicted salary is between 40000 - 50000 £ per year.
The Multi-Asset Investment Liaison acts as a key catalyst for growth and collaboration within Global Investment Operations. In this dynamic role, you will serve as the primary bridge between our Multi-Asset investment management and various operational teams, actively enhancing your subject matter expertise through on-the-job learning and mentorship. You will play a vital role in supporting portfolio management operations, representing our investment strategies to internal groups, and facilitating effective communication with the investment staff. You will contribute to team building, knowledge sharing, and spearhead departmental initiatives such as new system development, testing, and working group support.
The Investment Liaison organization emphasizes the opportunity to grow, innovate, and drive positive change in a collaborative and dynamic environment.
Responsibilities
- Researching and analyzing investment and performance data.
- Generating bespoke investment-, risk-, and performance-related reporting, providing operational support for model portfolios, and ensuring coordination of responses on corporate action events.
- Resolving pre-trade compliance issues.
- Maintaining strategy-level data, benchmarks, and performance composites.
- Processing discretionary trade orders.
- Resolving low to moderately complex investment-related operational issues independently.
- Reviewing prospectus language, proposing investment guidelines, instructing opening of foreign market trading accounts, and establishing standing instructions with internal and external parties.
- Coordinating portfolio manager responses to ad hoc and recurring quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects.
- Drafting responses to complex requests for review by more experienced managers.
- Reviewing content and sources of standard investment data for use in client meetings, marketing materials, client reporting, and internal investment committee meetings.
- Developing content as directed by investment staff and senior team members.
- Serving as a project participant on investment-initiated projects, including developing use cases and testing plans and participating in unit testing.
- Maintaining accurate and complete procedural documentation for assigned strategies, participating in cross-training exercises, and providing operational coverage as needed.
- Training new employees on policies and procedures.
Qualifications
- Bachelor’s degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience in a similar position within Investment Management.
- Advanced Microsoft skills, particularly Excel with some previous experience of VBA beneficial.
- Strong attention to detail to ensure accuracy in investment reporting.
- Strong organization and planning skills.
- Demonstrated ability to design and implement process improvements.
- Advanced Excel skills.
- Familiarity or interest in utilizing Python and SQL.
- Applies consultative approach when interacting with stakeholders and peers; requires interaction with associates at all levels.
- Intellectually curious and ability to apply critical thinking skills.
- Ability to think strategically and creatively.
- Ability to coach and influence peers without direct supervisory oversight.
- Completion of or progress towards a CFA or MBA.
Work Flexibility
This position is eligible for hybrid working with one day a week from home.
Multi Asset Investment Liaison Analyst employer: T. Rowe Price
At KM2, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. As a Multi-Asset Investment Liaison Analyst, you will benefit from extensive growth opportunities through mentorship and hands-on learning, all while enjoying the flexibility of hybrid working arrangements. Our commitment to employee development and a supportive environment makes KM2 a rewarding place to advance your career in investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Multi Asset Investment Liaison Analyst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like T. Rowe Price. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Multi Asset Investment Liaison Analyst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to T. Rowe Price.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on T. Rowe Price's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at T. Rowe Price
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with T. Rowe Price.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at T. Rowe Price will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former T. Rowe Price employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
