Portfolio Analyst, Fixed Income

T. Rowe Price; Baltimore (MD); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work schedule

Annual bonus eligibility

Retirement plan

Health and wellness benefits

Job summary

T. Rowe Price seeks a Portfolio Analyst to support investment strategies with portfolio analysis, data aggregation, and content creation.

You’ll develop institutional-grade analysis, validate outputs, and help prepare quarterly strategy updates, collaborating with PMs and senior analysts in a hybrid work setting.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 2+ years of relevant work experience in investments preferred.
• Progress toward CFA and/or Master’s degree may be considered.
• Experience in Fixed Income investments highly desirable.
• Interest in using AI-enabled tools, automation, or analytics.

Responsibilities

• Analyze portfolios and develop institutional-level analyses and messaging.
• Support investment messaging and content generation for stakeholders.
• Aggregate data and generate initial analyses with AI-enabled tools.
• Prepare quarterly strategy updates with senior review and guidance.
• Assist with client inquiries and internal requests for analyses.

Skills

Analytical skills

Communication skills

Fixed Income experience

AI-enabled tools interest

Education

Bachelor's degree or equivalent

CFA progress

Master's degree

Job description

## Portfolio AnalystApplylocations: Baltimore, MDtime type: Full timeposted on: Posted Todayjob requisition id: 82754At 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.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. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.Join us for the opportunity to grow and make a difference in ways that matter to you.**Role Summary**The Portfolio Analyst (PA) serves as a subject matter resource for assigned T. Rowe Price investment strategies and represents those portfolios across the firm. The PA is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to inform key stakeholders.The PA leverages the time of portfolio managers, portfolio specialists, and senior analysts while ensuring consistency, accuracy, and integrity of investment messaging. The role requires adaptability, strong execution skills, curiosity about data sources, and a commitment to building investment and strategy-specific knowledge over time.For this position, the PA will initially focus on providing support to our Investment-Grade debt strategies through analysis, data aggregation, and other content generation, while retaining responsibility for validation, interpretation, and quality control.**Responsibilities****Research & Analysis*** Conduct portfolio analysis incorporating market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning.* Execute responsibilities using AI-enabled analytics and automation to aggregate data, perform recurring analysis, identify comparisons, and generate initial analytical outputs, subject to appropriate human review.* Create custom, time-sensitive analysis by refining and validating outputs to ensure analytical accuracy, consistency, and alignment with approved investment messaging.* Actively develop fluency in investment data sources, including understanding where to source specific types of data, how data is constructed, and key limitations or considerations associated with its use.* Build and maintain subject matter knowledge of assigned portfolios, benchmarks, peers, and portfolio manager positioning through ongoing analysis, interaction with investment partners, and review of investment materials.* Support the preparation of quarterly strategy updates with senior review and guidance.**Provide Leverage to Other Investment Professionals*** Support portfolio managers and specialists in responding to client, consultant, and internal inquiries.* Assist with the creation of presentations, exhibits, and analysis; identify and employ opportunities to leverage AI to improve speed, consistency, and scalability of outputs.**Franchise & Asset Class Support*** Support RFPs and written commentaries ensuring outputs are aligned with approved content and reviewed for accuracy.* Participate in education, onboarding, and training efforts to build understanding of investment strategies, markets, and asset classes.**Qualifications****Required:*** Bachelor’s degree or equivalent experience* 2+ years of relevant work experience**Preferred:*** Proven analytical and communication skills* Progress towards or has CFA and/or Master's degree* Fixed Income investment experience* Demonstrated interest in and comfort with using AI-enabled tools, automation, or analytics to execute analytical and content-related work efficiently and responsibly**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.$90,000.00-$130,000.00 for the location of: Maryland, Colorado, Washington and remote workers $90,000.00-$130,000.00 for the location of: Washington, D.C. $90,000.00-$130,000.00 for the location of: New York, CaliforniaPlacement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. 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. **Benefits**We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.Featured employee benefits to enrich your life:* 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 benefitsLearn more about our benefits.## 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, color, 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.