Senior Portfolio Investment Analyst – Fixed Income

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

Benefits offered by this job

Hybrid work schedule

Health and wellness benefits

Annual bonus eligibility

Generous retirement plan

Job summary

T. Rowe Price seeks a Senior Portfolio Investment Analyst to work with portfolio managers and traders on daily portfolio modeling and management of accounts and orders. You will support the investment process with ad-hoc analysis related to strategies.

The role requires a Bachelor's degree and 3+ years of experience in equity or fixed income portfolios, with strong analytical and communication skills. A hybrid work schedule is offered with competitive compensation.

Qualifications

• 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.
• Prior experience with Equity OR Fixed Income Portfolios.
• Savvy use of technology in combination with a data driven mindset.
• Strong analytical skills and the ability to solve problems.
• Ability to quickly process information, draw relevant conclusions, and clearly summarize results.
• Ability to determine priorities, plan, organize and follow-through on assignments.
• Effective written and verbal communication and organizational skills.
• Project management experience.
• Progress towards an MBA, MS in Finance, or CFA designation.
• Strong preference for candidates with fixed income experience.
• Knowledge of derivatives and multiple asset classes.

Responsibilities

• 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.

Skills

Analytical skills

Data-driven mindset

Project management

Communication

Prioritization

Education

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

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, 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

ÂThe 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

• Prior experience with Equity OR Fixed Income Portfolios

• Savvy use of technology in combination with a data driven mindset

• Strong analytical skills and the ability to solve problems

• Ability to quickly process information, draw relevant conclusions, and clearly summarize results.

• Ability to determine priorities, plan, organize and follow-through on assignments

• Effective written and verbal communication and organizational skills

• Project management experience

Preferred:

• Progress towards an MBA, MS in Finance, or CFA designation

• Strong preference for candidates with fixed income experience.

• Knowledge of derivatives and multiple asset classes

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

• 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.