Senior Portfolio Investment Analyst – Equity

T. Rowe Price Hong Kong; Baltimore (MD); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Health benefits

Online therapy

Family care resources

Job summary

T. Rowe Price is seeking a skilled professional to support portfolio analytics and day-to-day modeling with portfolio management and trading teams in Baltimore.

You will coordinate with analysts, traders, and compliance to ensure accurate trade execution and risk management while applying quantitative methods to practical portfolio problems. A degree in finance-related fields and CFA or MBA progress are strongly preferred.

Qualifications

• Bachelor’s degree in Business, Finance, Economics or Math or equivalent experience.
• 3+ years of experience in T. Rowe Price or related field.
• Direct experience with equity portfolios; ETF/fixed income experience is a plus.

Responsibilities

• Model portfolios with portfolio management team; monitor exposure and cash flow.
• Work with internal systems for portfolio modeling and trade support.
• Coordinate with analysts, traders, compliance and legal on transactions.
• Monitor analytics and generate accurate orders through trade cycle.
• Determine hedging information and other daily portfolio functions.

Skills

Equity analytics

Portfolio management

Data-driven mindset

Interpersonal skills

Project management

Education

Bachelor's degree in Business, Finance, Economics, or Math

Progress towards MBA / CFA designation

Tools

Portfolio management systems

Excel

Data analysis tools

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, 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.* 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 run accurate orders through the trade cycle* Determine accurate interest rate and currency hedging information, and other related daily portfolio functions.* Bachelor's degree in Business, Finance, Economics, or Math or the equivalent combination of education and relevant experience* 3+ years T. Rowe Price or related experience* Thorough knowledge in equity analytics, along with the ability to apply the concepts to solve practical portfolio problems* Savvy use of technology in combination with a data driven mindset* 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* Progress towards an MBA, MS in Finance, or CFA designation* Direct experience with equity portfolios* ETF and/or Fixed Income experience* Working knowledge of portfolio management process is a significant advantagePlacement 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.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 compensationHealth and wellness benefits, including online therapyFamily care resources, including fertility and adoption benefits