Senior Portfolio Investment Analyst – Multi-Asset and ETFs

GR8 People, Inc.; Baltimore (MD); Hybrid; USD 95,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

Hybrid work schedule

Health and wellness benefits

Paid time off

Family care resources

Job summary

T. Rowe Price is seeking a Senior Portfolio Investment Analyst to support ETF business growth and day-to-day multi-asset fund management. You will work with portfolio managers and traders to implement strategies and refine cross-asset modeling tools.

The role emphasizes risk controls, collaboration across regional desks, and the ability to translate investment processes into scalable, efficient workflows in a hybrid environment.

Qualifications

• Bachelor's degree and relevant experience required.
• 4+ years in investment or asset management.
• Experience with equity, ETF, or cross-asset portfolios.
• Strong analytical and problem-solving skills.
• Data-driven with technology aptitude.
• Ability to prioritize and manage multiple tasks.
• Excellent written and verbal communication; project management experience.

Responsibilities

• Oversee strategy coverage and daily portfolio implementation with a risk-focused mindset.
• Collaborate with portfolio managers and traders on new strategies.
• Refine modeling capabilities for scalability and changing needs.
• Coordinate with Capital Markets for ETF launches and ongoing fund management.
• Serve as expert on portfolio modeling and provide guidance on complex issues.
• Build tools to support new client requirements and regulatory mandates.
• Design controls to improve process discipline and reduce risk.
• Support derivatives modeling across asset classes.
• Understand investment processes of portfolio managers and translate into efficient implementations.
• Collaborate with PIAs across multiple trading desks to share best practices.

Skills

Analytical thinking

Problem solving

Communication

Project management

Data-driven mindset

Technology aptitude

Prioritization

Cross-functional collaboration

Education

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

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 and partners closely with Portfolio Managers, and traders to support the growing ETF business and the day-to-day management of Multi-Asset funds. The team supports cross-asset portfolio modeling with a specialization in derivatives and builds tools that expand capabilities for new client and regulatory mandates while introducing controls that reduce risk and strengthen the operating environment. The Senior PIA is expected to bring sound judgment, strong cross-functional partnership, and a continuous-improvement mindset to a complex and fast-moving investment platform.

Responsibilities

• Independently oversee strategy coverage and day-to-day portfolio implementation, escalating issues thoughtfully and driving resolution with a strong risk and control mindset.
• Collaborate with Portfolio Managers and traders to determine implementation processes for new strategies.
• Continue to evaluate and refine modeling capabilities to adapt to changing needs and ensure future state scalability.
• Coordinate with Capital Markets teams to support new ETF launches and the ongoing management of funds, including modeling, rebalancing, monitoring, and publishing proxy basket composition.
• Serve as a subject matter expert on portfolio modeling and implementation, providing guidance on complex issues and helping stakeholders navigate sophisticated workflows.
• Build and enhance modeling tools that expand the team's ability to support new client requirements and evolving regulatory mandates.
• Design and strengthen controls that improve process discipline, promote best practices, and reduce operational and investment risk.
• Support derivatives modeling across asset classes and contribute to the continued evolution of the team's cross-asset capabilities.
• Establish and maintain a strong understanding of each Portfolio Manager's investment process and translate that understanding into efficient portfolio implementation.
• Collaborate with PIAs across the Baltimore, London, and Hong Kong trading desks to share information, align on best practices, and drive consistency across regions.
• Partner with Compliance and Legal to interpret investment requirements, resolve guideline questions, and determine the best approach for monitoring compliance.

Qualifications

Required:

• Bachelor's degree in Business, Finance, Economics, Math, or a related field, or the equivalent combination of education and relevant experience
• 4+ years of T. Rowe Price or relevant industry experience
• Prior experience supporting equity, ETF, or cross-asset portfolios
• Strong analytical and problem-solving skills, with the ability to assess issues quickly and develop practical solutions
• Demonstrated ability to process information efficiently, draw sound conclusions, and communicate recommendations clearly
• Data-driven mindset with strong technology aptitude
• Ability to prioritize, plan, organize, and execute effectively across multiple responsibilities
• Effective written and verbal communication skills, along with strong organizational discipline
• Project management experience

Preferred:

• Progress toward an MBA, MS in Finance, or CFA designation
• Direct experience with equity portfolios and ETFs
• Experience supporting ETF launches, fund implementation, or Capital Markets-related workflows
• Knowledge of derivatives and portfolio modeling across multiple asset classes
• Experience developing or enhancing modeling tools, controls, or process automation

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.

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.