Senior Portfolio Investment Analyst (Hybrid)

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

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.