Corporate Relations Associate

Role Summary

The Corporate Relations Associate is a partner to internal Corporate Relations Originators, portfolio managers, corporate investor relations teams, and external research professionals. Their primary purpose is to execute the process that connects T. Rowe investment staff to companies of investment interest by coordinating meetings across both T. Rowe Price Associates (TRPA) and T. Rowe Price Investment Management (TRPIM) to ensure that meeting logistics are properly established, implemented, and communicated.This role will be based in our Baltimore headquarters and will report to the U.S. Corporate Relations Execution Team Manager.

Responsibilities

• Partner with internal Corporate Relations Originators, investment staff (Portfolio Managers, Sector PMs, Associate PMs, Analysts and Associate Analysts), and external investment research providers such as Broker Dealers to arrange company meetings hosted at T. Rowe Price offices or off premises.
• Effectively market meetings to appropriate internal stakeholders including Portfolio Managers and Investment Analysts across TRPA and TRPIM. Drive internal and external communications to manage the RSVP process.
• Collaborate with Corporate Relations Originators to oversee the strategic planning and management of high-value investor research trips (e.g., sector themed trips and/or industry-focused company field trips), including scheduling company meetings, confirming attendees and external logistics.
• Handle daily Corporate Relations efforts for T. Rowe Price, including planning, preparing, and executing meetings with company management teams. Includes the preparation of all meeting deliverables, if applicable.
• Contribute ideas to build on and improve the existing process to facilitate company meeting requests from our investment staff.
• Ensure that company meetings are recorded in our Global Event Management System (GEMS), including company information, host information, location, date, time, etc. Book meeting venues and coordinate with the Investment Administration team to confirm day-of logistics, including room set-up and AV needs.
• Oversee on-site management of events where necessary- especially as it relates to large-scale meetings taking on end-to-end execution.
• Greet and interact with high-profile corporate management teams while providing the narrative of the T. Rowe Price Corporate Relations team and T. Rowe's investment processes.
• Data & Reporting: Produce periodic and ad hoc reports that summarize company meeting activities, internal service level agreements, and/or company engagement trends. Proactively identify and distribute key conclusions to Corporate Relations Originators and Investment Management.
• Maintain and update Corporate Relations CRM database as needed.
• Serve as quality control check as it relates to all meeting logistics and deliverables.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and experience AND
• 3+ years of work experience in corporate access or the financial services industry

Preferred:

• High attention to detail and demonstrates a passion for proactive problem solving
• Strong customer service, interpersonal, leadership skills
• Ability to multitask and prioritize workload
• Self-directed and able to perform assignments independently
• Thrives in a fluid work environment
• Project management experience in a business environment
• Savvy to analyze and identify critical issues
• Ability to flex to multiple work styles
• Ability to handle highly sensitive information with discretion

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.