Corporate Access Associate

T. Rowe Price

Baltimore, MD Feb 3
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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.

Role Summary:

The Corporate Access Associate is a partner to internal Corporate Access 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 Access Execution Team Manager.

The candidate will:

  • Partner with internal Corporate Access 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 Access 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 Access 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 Access 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 Access Originators and Investment Management.
  • Maintain and update Corporate Access CRM database as needed.
  • Serve as quality control check as it relates to all meeting logistics and deliverables.


  • Bachelor’s degree or the equivalent combination of education and experience AND 4+ 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 remote work up to two days a week.

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 invest in our people through a wide range of programs and benefits, including:

  • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
  • Flexible and remote work opportunities
  • Health care benefits (medical, dental, vision)
  • Tuition assistance
  • Wellness programs (fitness reimbursement, Employee Assistance Program)

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, colour, 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.

Retirement & Stock Options Benefits
  • 401K
  • 401k with company contribution
  • Company Equity
  • Financial Planning Services
  • Access to Coaching (Health, Professional, Life)
  • Charitable Donation Matching Programs
  • Community Service Programs
  • Fully Remote Options
  • Hybrid Work Options
  • Public Transportation Assistance
  • Relocation Assistance
  • Accessibility
  • Health & Wellness
  • Other
  • Parental Benefits
  • Perks & Discounts
  • Professional Development
  • PTO/Flexibility
  • Retirement & Stock Options Benefits
  • Accessible Building
  • Accessible Devices
  • Accessible Work Environment
  • Job Modification
  • Service Animal/Emotional Support Animal
Perks & Discounts
  • Casual Dress
  • Offsite Company Events
  • On Site Gym/Fitness
  • Snacks Provided
  • Special Discounts
Parental Benefits
  • Childcare Assistance Programs
  • Family Medical Leave
  • Nursing Room
  • Parental Leave
  • Commitment to Work/Life Harmony
  • Flexible Work Schedule
  • Paid Holidays
  • Paid Sick Days
  • PTO
Health & Wellness
  • Dental Insurance
  • Employee Assistance Program (EAP)
  • FSA
  • Gym Reimbursement/Discounts
  • Health Insurance
  • HRA
  • HSA
  • Life Insurance
  • Long Term Disability
  • Mental Health Benefits
  • Onsite Gym
  • Short Term Disability
  • Vision Insurance
Professional Development
  • Employee Recognition Programs
  • Training & Development Budget
  • Tuition Reimbursement
What differentiates the tech experience at T. Rowe Price from other firms? For anyone interested in a multi-cloud environment, we are the place to be. Here you will gain a lot of exposure to cloud-based technologies.   What if a job candidate doesn’t have experience working with cloud-based technology? Everything we do is in the cloud, but that doesn’t mean everyone has to come in with that specific experience. We partner with major cloud service providers and a cloud guru to provide a customized training program for new employees.   What is the internal culture like at T. Rowe Price? Our employees often say we are a global company that feels like a small company. We’re highly collaborative. There’s a positive energy and a friendly dynamic across all of our global offices. We invest in our people, encouraging them to follow their passions, both professionally and personally. Our company deeply values creativity and independent thought. Everyone, regardless of their role or tenure, makes themselves available to one another because we believe that a rising tide raises all ships. And we have fun! We host exciting events for our employees, including food trucks and DJs.   What are the benefits of a tech career at T. Rowe Price versus a small company or startup? There are many benefits to working for a company that’s been around for over 85 years. We already have an infrastructure in place and a reputable presence in the industry. The biggest benefit is that you can make a real impact here. As we invest in more technological offerings, you’ll have the chance to influence the progression of our capabilities. For a technologist just starting their career, the experience you’ll gain at T. Rowe Price is invaluable and will open other doors for you down the line. For someone who’s been in the industry for a while, you’ll be working at a place where you can see and feel the value of your contribution.   202212-2621344