Senior Portfolio Analyst – TRPIM Equity

Hartford Funds; Baltimore (MD); Hybrid; USD 85,000 - 125,000; Full time

Job summary

A leading company in the financial sector is seeking a Senior Portfolio Analyst in Baltimore. This role involves providing expertise in investment strategies and conducting detailed analyses to support portfolio management. The ideal candidate will have strong analytical skills, relevant experience, and a commitment to client service. A hybrid work schedule and competitive compensation are offered.

Benefits

Competitive compensation

Annual bonus eligibility

Retirement plan

Health and wellness benefits

Paid time off

Hybrid work schedule

Qualifications

• 5+ years of relevant work experience.
• Preferred: 6+ years of investment experience.
• Strong institutional or intermediary investor experience.

Responsibilities

• Conduct analysis on assigned investment strategies.
• Create custom analysis for client inquiries.
• Educate teams on investment portfolios.

Skills

Analytical skills

Communication skills

Asset class knowledge

Proficiency in Excel

Education

Bachelor's degree

CFA and/or Master's degree

Job description

Job Listing Summary

Senior Portfolio Analyst – TRPIM Equity

Location: Baltimore, MD

Employment Type: Full-Time

Role Summary

The Senior Portfolio Analyst (PA) serves as a subject matter resource for assigned investment strategies and represents those portfolios across the firm. The role involves analyzing investment portfolios and developing institutional-level portfolio analysis to inform key stakeholders.

Key Responsibilities

• Conduct analysis on assigned investment strategies, incorporating financial market conditions and competitor analysis.
• Create custom analysis to address client concerns or inquiries.
• Develop and maintain knowledge to act as a subject matter resource on markets and portfolios.
• Create quality investment messaging and deliver quarterly strategy updates.
• Support portfolio managers and specialists in client inquiries and content creation.
• Educate and train teams within T. Rowe Price on assigned investment portfolios.
• Assist in mentoring new and junior team members.

Required Experience

• 5+ years of total relevant work experience.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• Preferred: 6+ years of investment experience, CFA and/or Master's degree.
• Strong asset class knowledge and substantial institutional or intermediary investor experience.
• Advanced analytical skills, including proficiency in Excel.
• Strong communication skills and ability to work independently.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Compensation

Base Salary Range: $85,000.00 - $125,000.00, depending on experience and skills.

Commitment to Diversity, Equity, and Inclusion

T. Rowe Price values diversity and is committed to equal opportunity and fair treatment for all associates and applicants.

Benefits

Competitive compensation, annual bonus eligibility, retirement plan, hybrid work schedule, health and wellness benefits, and paid time off.