Role Summary:
A major objective of the Centralized Private Equity Team is to strengthen T. Rowe Price’s position in the increasingly competitive marketplace for private company investments. A key area of opportunity for achieving this objective is an organized, focused and consistent calling effort and relationship management program in the private company investing ecosystem. Our standing as a desired partner to private companies also can be enhanced by providing existing and prospective private portfolio companies with access to T. Rowe Price’s vast resources to assist these companies in areas that can have significant impact on their long-term success. This individual must have a strong understanding of the venture capital backed private company ecosystem and keep abreast of evolving industry trends. The ability to establish and maintain strong internal and external relationships is essential.
Primary Responsibilities:
• Business Development/Relationship Management
• Support senior team members in organized VC/PE firm calling effort, private company tracking and prioritization and monitoring of industry trends
• Assist team members with identification of target private companies as prospective investments based on screening for various factors
• Maintain detailed records of interactions with VC and PE firms and ensure timely follow up with their portfolio companies
• Prepare prep memos for all meetings with private companies and their sponsors
• Track all financing transactions and private investing industry developments for the team
• Track and occasionally participate in dedicated private company/VC events
Value-Add Services:
Lead and coordinate all efforts pertaining to the relationship and business development with private companies to include services such as:
• IPO preparation
• Introductions to potential customers and business partners, especially internal TRP functions
• Occasional event days or webinars on timely topics
• Coordinate internal TRP capabilities to deliver to companies where appropriate
Establish and maintain roster of pre-qualified executive and director candidates for potential referral.
Additional Responsibilities
• Assist with certain activities pertaining to the operation of CPET such as investment performance tracking, database management, capital markets, etc.
• Other bespoke VC industry related analysis
Qualifications:
Bachelor’s degree AND 8+ years directly related experience required
Familiarity with and passion for the private markets
Strong interpersonal, communication and teamwork skills
Ability to build and maintain both internal and external relationships
Business development, relationship management and team leadership experience
Strong organizational skills and ability to multi-task
Strong attention to detail with a focus on accuracy and sound judgement
Ability to work in an unstructured environment and generate new ideas
Willingness to take on a wide variety of assignments and an interest in constant learning
Preferred Qualifications:
Master’s degree and/or MBA from a widely recognized institution
Knowledge of T. Rowe Price
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 one day a week.
Regional Requirements:
Base salary range:
$ 175,000 – 275,000 USD
For the location of:
California
Location: San Francisco, CA, US
Offer Expires: 2024-11-05 00:00:00
Job Posting Language: en
Qualifications:
- This individual must have a strong understanding of the venture capital backed private company ecosystem and keep abreast of evolving industry trends
- Bachelor's degree AND 8+ years directly related experience required
- Familiarity with and passion for the private markets
- Strong interpersonal, communication and teamwork skills
- Ability to build and maintain both internal and external relationships
- Business development, relationship management and team leadership experience
- Strong organizational skills and ability to multi-task
- Strong attention to detail with a focus on accuracy and sound judgement
- Ability to work in an unstructured environment and generate new ideas
- Willingness to take on a wide variety of assignments and an interest in constant learning
- Master's degree and/or MBA from a widely recognized institution
- FINRA licenses are not required and will not be supported for this role
Responsibilities:
- Business Development/Relationship Management
- Support senior team members in organized VC/PE firm calling effort, private company tracking and prioritization and monitoring of industry trends
- Assist team members with identification of target private companies as prospective investments based on screening for various factors
- Maintain detailed records of interactions with VC and PE firms and ensure timely follow up with their portfolio companies
- Prepare prep memos for all meetings with private companies and their sponsors
- Track all financing transactions and private investing industry developments for the team
- Track and occasionally participate in dedicated private company/VC events
- IPO preparation
- Introductions to potential customers and business partners, especially internal TRP functions
- Occasional event days or webinars on timely topics
- Coordinate internal TRP capabilities to deliver to companies where appropriate
- Establish and maintain roster of pre-qualified executive and director candidates for potential referral
- Assist with certain activities pertaining to the operation of CPET such as investment performance tracking, database management, capital markets, etc
- Other bespoke VC industry related analysis
Benefits:
- This role is eligible for remote work up to one day a week
- $ 175,000 – 275,000 USD
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