A Role Summary The Investment Director will serve on the Global Investment Solutions Portfolio Management team, supporting a growing suite of investment solutions for the wealth management channel ...
A Role Summary The Investment Director will serve on the Global Investment Solutions Portfolio Management team, supporting a growing suite of investment solutions for the wealth management channel ...
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About the Role The Director will work closely with the investment team to source, lead, analyze and win deals on behalf of HG Ventures, owning outcomes from thesis through close and into portfolio ...
Investment Director Job information
What is the difference between Investment Director Job vs Investment Analyst Job?
| Aspect | Investment Director Job | Investment Analyst Job |
|---|---|---|
| Required Credentials | Typically requires a CFA, MBA, or similar advanced degree | Often requires a bachelor's degree, CFA preferred |
| Work Environment | Strategic decision-making, client interaction, leadership roles | Research, data analysis, financial modeling |
| Employer & Industry Usage | Used in asset management firms, private equity, and investment banks | Common in investment firms, banks, and financial advisory companies |
The Investment Director Job focuses on strategic oversight, client relations, and high-level decision-making, while the Investment Analyst Job emphasizes research, data analysis, and supporting investment decisions. Both roles are integral to investment firms but differ significantly in responsibilities and seniority.

Full-time
Medical, Life, Retirement, PTO
Re-posted yesterday
T. Rowe Price rating
9.1
Based on 21 frontline employees who took The Breakroom Quiz
Job description
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.A
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. Youall enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, youall find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.AA
Join us for the opportunity to grow and make a difference in ways that matter to you.A
Role Summary
The Investment Director will serve on the Global Investment Solutions Portfolio Management team, supporting a growing suite of investment solutions for the wealth management channel, including private markets interval funds and model portfolio solutions.
This is a client-facing role focused on partnering with portfolio managers to articulate portfolio strategy and help shape the positioning and evolution of investment solutions. The position works closely with distribution teams to support client engagement, deliver investment insights, and coordinate across internal stakeholders.
The ideal candidate will bring deep technical expertise in private markets and asset allocation model portfolios, strong communication skills, and the ability to translate complex investment concepts into clear, compelling messaging for a range of audiences.
This position sits within the Global Investment Solutions Americas team in the Global Multi-Asset Investment division.
Responsibilities
- Lead and/or contribute to client engagements, internal alignment and investment design of public-private investment solutions and model portfolio solutions for wealth management channel.
- Contribute to the design, positioning, and evolution of investment solutions through market insight, portfolio perspectives, and investor engagement.
- Serve as a key investor-facing representative, presenting portfolio rationale, positioning, and investment views across client meetings, sales discussions, and industry forums.
- Partner closely with portfolio managers to develop and translate investment insights into clear, compelling communications, and coordinate across stakeholders on the creation and delivery of quarterly commentaries, presentation materials, performance narratives, white papers, and other thought leadership content.
- Provide subject matter expertise across the alternatives investment landscape, including private equity, private credit, infrastructure, and private real estate.
- Act as an internal advocate for investment solutions, educating sales and relationship management teams on portfolio strategy, product structures, liquidity frameworks, and competitive positioning across private markets interval funds and evergreen strategies.
- Manage investor and distribution inquiries related to portfolio positioning, performance drivers, implementation considerations, and product mechanics, ensuring timely and accurate communication.
- Lead and coordinate responses to RFPs and due diligence questionnaires, synthesizing input across stakeholders to ensure accuracy, consistency, and compliance.
- Support the development of investment materials, analysis, proposals, and strategic content for GIS Americas-managed investment solutions.
- Partner with distribution teams to support client meetings, platform reviews, and fundraising initiatives, including participation in client travel and engagement activities.
- Develop and advance strategic opportunities through proactive collaboration with internal partners and distribution teams.
QualificationsA
Required:A
- Bacheloras degree required ANDA
- 7+ years of relevant investment experience, with a focus on private market or multi-asset strategies.A
Preferred:A
- Advanced degree (CFA, MBA, or equivalent)AA
- Proven ability to partner with senior investment professionals and influence organizational outcomes.A
- Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.A
- Outstanding analytical and communication skills.A
- Strong project leadership skills and the ability to drive initiatives to completion.A
- Ability to work independently and collaboratively in a dynamic, global environment.A
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.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$150,000.00-$225,000.00 for the location of: Maryland, Colorado, Washington and remote workers$150,000.00-$225,000.00 for the location of: Washington, D.C.
$150,000.00-$225,000.00 for the location of: New York, California
Placement within the range provided above is based on the individualas relevant experience and skills for the role.A Base salary is only one component of our total compensation package.A Employees 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.A
Benefits
We value your goals and needs, at work and in life. As an associate, youall be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.AAA
AA
Featured employee benefits to enrich your life: AA
Competitive compensationAA
Annual bonus eligibilityAA
A generous retirement planAA
Hybrid work scheduleAA
Health and wellness benefits, including online therapyAA
Paid time off for vacation, illness, medical appointments, and volunteering daysAA
Family care resources, including fertility and adoption benefitsAA
AA
Learn more about our benefits.AA
What T. Rowe Price employees say
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About T. Rowe Price
Sourced by ZipRecruiter
Industry
Funds, trusts and financial programs
Company size
5,001 - 10,000 Employees
Headquarters location
Baltimore, MD, US
Year founded
1937