Lead representative of T. Rowe Price’s public/private solutions in client meetings, industry conferences, and internal forums.
Deep engagement in portfolio construction, performance monitoring, underwriting of new investments, and due diligence processes.
Oversight of core portfolio management functions including liquidity management, capital deployment and component monitoring.
Support distribution teams in the placement of public/private funds on intermediary client platforms; this may include educating clients on the alternatives landscape and the role these strategies play in portfolio construction.
Day-to-day management of public/private solutions, including: Monitoring performance, portfolio positioning and management of liquidity
Collaboration with co-portfolio managers and other members of Global Multi-Asset
Engagement with internal and external private market investment teams
Lead investment representative of Public/Private Market Solutions
Develop a close partnership with key distribution partners across T. Rowe Price Wealth, Retirement, and Institutional channels
Collaborate with third party distribution team
Represent investment team in client meetings, industry conferences, and other media forums
Support creation of sales and marketing collateral
Portfolio reviews and monitoring
Ongoing assessment of portfolio design and potential allocation adjustments
Assessment of risk exposures and implications for portfolio positioning
Due diligence and strategy underwriting
Product development and innovation
Collaborate with investment, product, and distribution colleagues to identify new public/private market opportunities
Support T. Rowe Price’s Alternatives expansion
Subject matter expert on trends in private market investment offerings
Requirements
Bachelor’s Degree AND Minimum 10+ years broad private market experience, including: equity, infrastructure, real estate, and credit
Deep knowledge of private market structures and related operations
Strong communication and presentation skills
Experience in client-facing activities
Strong organizational, time management, and relationship management skills
Series 7 and 63 or must obtain within 3 months of hire
Willingness to travel
Benefits
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.