Senior Portfolio Investment Analyst – Equity

T. Rowe Price; Baltimore (MD); Hybrid; USD 95,000 - 110,000; 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

Family care resources

Job summary

T. Rowe Price, a premier global asset management firm, is seeking a Senior Portfolio Investment Analyst to support portfolio modeling, analysis, and trade execution within the Investment and Trading Solutions group in a hybrid role.

You will work closely with portfolio managers and traders, performing ad-hoc analyses to support investment processes and optimize strategy outcomes. A strong background in equity analytics, data-driven mindset, and collaboration are essential.

Qualifications

• Bachelor’s degree or equivalent in Business, Finance, Economics, or Math.
• 3+ years of experience in similar role at T. Rowe Price or related field.
• Strong equity analytics knowledge and ability to apply concepts to portfolio problems.

Responsibilities

• Partner with portfolio management on day-to-day model development, exposure monitoring, and cash flow management.
• Use internal systems for portfolio management and trade modeling.
• Coordinate with analysts, PMs, traders, compliance, and legal on transactions.
• Monitor portfolio analytics and process orders through the trade cycle.
• Determine accurate interest rate and currency hedging information and daily portfolio functions.

Skills

Equity analytics

Data-driven mindset

Interpersonal skills

Project management

Creative thinking

Detail-oriented

Education

Bachelor's degree in Business/Finance/Economics/Math

Tools

Internal portfolio systems

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.

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

Role Summary

The Senior Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions group. The PIA works directly alongside 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

• 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.

Qualifications

Required:

• 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

Preferred:

• 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 advantage

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.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$95,000.00-$110,000.00 for the location of: Maryland, Colorado, Washington and remote workers

$95,000.00-$110,000.00 for the location of: Washington, D.C.

$95,000.00-$110,000.00 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

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.