Product Analyst, Model Portfolios

T. Rowe Price; Baltimore (MD); On-site; USD 75,500 - 129,000; Full time

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

Generous retirement plan

Hybrid work schedule

Health and wellness benefits

Paid time off for vacation and medical appointments

Family care resources

Job summary

A leading global asset management firm seeks a Product Analyst to support product strategy and management for Model Portfolios. In this role, you'll collaborate across divisions, analyze complex issues, and develop comprehensive reports to enhance product development. Join us for a chance to make impactful contributions in a supportive environment.

Qualifications

• Bachelor's degree or equivalent experience required.
• 5+ years of relevant work experience preferred.
• Strong analytical and communication skills needed.

Responsibilities

• Support product management activities for Model Portfolios.
• Analyze issues and support cross-functional teams.
• Develop business cases for new products in the marketplace.

Skills

Analytical Skills

Communication Skills

Project Management

Interpersonal Skills

Education

Bachelor's degree

Tools

PowerPoint

Morningstar Direct

Job description

2 days ago Be among the first 25 applicants

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, 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 position will support product strategy, management, development, and positioning for T. Rowe Price Model Portfolios. The candidate will partner with Investments, Global Product, and Distribution on various Model Portfolio related projects and for ongoing product management support. This position also emphasizes project management skills to enable effective communication of critical milestones occurring with various product initiatives. In conjunction with business leads across multiple divisions, the analyst is responsible for identifying issues, analyzing alternative approaches, and supporting cross-functional teams to implement solutions.

Responsibilities

• Supports product management activities associated with the launch/introduction, restructuring, merging, closing of Models. Partners with Legal, Finance, Risk, etc. to ensure successful implementation. Evaluates economic success of products.
• Works across operations, distribution, investments and corporate divisions to investigate a variety of topics, including client eligibility, regulatory changes, and industry best practices.
• Product analysts will manage the overall analysis as well as craft the findings into a comprehensive report that highlights key findings and implications for TRP product development.
• Gather input from many internal and external data sources and then making sense out of all of the information. Final findings will typically be presented to senior leaders in Global Product, Global Distribution and/or Investments.
• Partners with Product teams to build the business cases for new and existing firm offerings in the marketplace, often focusing on highly complex products and/or clients. Demonstrates knowledge of assigned products, the marketplace, industry, and client need to drive product growth/development and maximize profitability. Identifies opportunities and provides recommendations around product enhancements or market growth. Creates, manages, and delivers customized analyses reflecting advanced professional insights.
• Supports planning, preparation, and execution of product governance meetings for boards, committees, key stakeholder groups. Includes providing highly complex analytical support, documentation summarizing business issues, and presenting materials as appropriate.
• Where applicable, works with various internal groups (portfolio specialist, sales, and marketing teams) to develop and execute against a strategic marketing plan to enhance delivery of optimal net new business and ensure the effectiveness of product collateral.
  
  

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience
  
  

Preferred

• Knowledge of Model Portfolios and other related intermediary investment strategies, markets, and competitive offerings a plus.
• Execution experience with regards to product strategy, product development, and product management work, successfully ensuring delivery of good customer outcomes leading to beneficial commercial results.
• Outstanding verbal, written (primarily PowerPoint), and interpersonal skills
• Strong analytical skills with ability to gather meaningful data and synthesize it to represent a story. Familiarity with Morningstar Direct a plus.
• Professional curiosity to identify and drive new ideas of opportunity.
• Enthusiastic and optimistic with a drive to succeed and willingness to take managed risks.
• Ability to manage time and shifting priorities effectively while in a challenging operating environment, and under minimal guidance
• The preferred candidate should be able to take conceptual instructions or guidance and then have the initiative and creativity to create the readily accessible and repeatable exhibits or reports
  
  

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.

$75,500.00 - $129,000.00 for the location of: Maryland, Colorado, Washington and remote workers

$83,000.00 - $142,000.00 for the location of: Washington, D.C.

$94,500.00 - $161,000.00 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 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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst

• Industries

  Financial Services and Investment Management

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