Portfolio Investment Analyst - Equity

troweprice; Baltimore (MD); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Hybrid work schedule

Competitive compensation

Annual bonus eligibility

Retirement plan

Health and wellness benefits

Paid time off

Diversity and inclusion

Job summary

T. Rowe Price is recruiting a Portfolio Investment Analyst (PIA) to join the Global Trading team.

You will support portfolio modeling, order entry, and the daily investment process, collaborating with portfolio managers, traders, and analysts to ensure accurate trade execution. In this hybrid role, you will work with internal systems for portfolio management and analytics, applying strong finance knowledge to optimize strategies and manage cash flow.

Qualifications

• Bachelor's degree in business, finance, economics or science with 2+ years of investment experience.
• Strong knowledge of equity, derivative and fixed income analytics.
• Experience with portfolio management processes is advantageous.
• Excellent interpersonal and teamwork abilities.
• Self-motivated, detail-oriented, capable of handling complex tasks.
• Progress toward MBA/MS in Finance or CFA (preferred).

Responsibilities

• Act as the go-to person on advanced order entry for traders and portfolio investment analysts.
• Facilitate advanced trading processes from order entry issue resolution.
• Portfolio modeling in partnership with the portfolio management team on day-to-day modeling and cash flow management.
• Work with internal systems designed for portfolio management and trade modeling.
• Coordinate with analysts, portfolio managers, traders, compliance and legal on portfolio and security transactions.
• Monitor portfolio analytics and generate and manage accurate orders through the trade cycle.

Skills

Equity analytics

Fixed income analytics

Portfolio management

Project management

Team collaboration

Attention to detail

Education

Finance or Economics degree

MBA or CFA designation preferred

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.

We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .

Join us for the opportunity to g row and make a difference in ways that matter to you .

Role Summary

This Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions Group and is a member of the Global Trading team. The PIA works directly alongside Equity and Multi-Asset portfolio managers and traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also be expected to provide support to the investment process and perform ad-hoc analysis related to the strategies.

Responsibilities

• Act as the go to person on advanced order entry for traders and portfolio investment analysts
• Responsible for facilitating advanced trading processes from order entry issue resolution
• Portfolio Modeling: Partner directly with the portfolio management team on the day-to-day modeling of the strategy through exposure monitoring, trade allocations and cash flow management.
• Work with internal systems designed for portfolio management and trade modeling
• Coordinate with the analysts, portfolio managers, traders, compliance and legal on portfolio and security transactions
• Monitor portfolio analytics and generate and manage accurate orders through the trade cycle

Qualifications

• Required: Business, finance, quantitative finance, economics or scientific degree with 2+ years of investment experience.
• Thorough knowledge in equity, derivative and fixed income analytics, along with the ability to apply the concepts to solve practical portfolio problems.
• Working knowledge of portfolio management process is a significant advantage.
• Strong interpersonal skills and the ability to work within teams.
• Highly self-motivated and detail-oriented.
• Ability to manage complex tasks and individual deliverables
• Strong project management skills
• Ability to think creatively under a wide range of deadlines
• Preferred: Progress towards an MBA, MS in Finance, or CFA designation.
• Direct experience with equity portfolios

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.
• $80,000.00-$95,000.00 for the location of: Maryland, Colorado, Washington and remote workers
• $80,000.00-$95,000.00 for the location of: Washington, D.C.
• $80,000.00-$95,000.00 for the location of: New York, California

Placement 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 benefits

Learn more about our benefits.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and