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.
We are hiring multiple Lead Portfolio Investment Analysts to join our Fixed Income and Equity teams.
Role Summary
The Lead 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 primary purpose of the role is to use their knowledge of the portfolio investment strategy and client requirements to oversee each account’s investment activities. This includes account customization, interpreting account guidelines, resolves compliance issues and oversees performance composites. The incumbent will liaise and partner with client-facing staff to pro-actively represent portfolio strategy, model account implementation and investment related issues, as well as increase visibility of the department within the firm. Having mastered the daily workflow of a single asset class, the Lead PIA will leverage their expertise and assume additional multi-asset responsibilities.
Responsibilities
- Independently assumes coverage for strategies, escalating issues as necessary with pre-established thought process for resolution. Guides more junior team members on more complex modeling issues. Proactively assumes responsibility for projects that increase efficiency and promote best practice within the team, reducing risk. Most senior individual contributor with strong understanding of the portfolio modeling processes. Serves as proxy/back up to Team Lead
- Demonstrates sound judgement and problem solving to address quick strike issue containment, resolution and prevention, as well as long term technological outlook and implementation
- Manage trading and portfolio manager relationships including coordinating accurate and timely communication of changes across the trading division
- Measure strategy performance and work with global trading partners to ensure seamless implementation of investment and trading strategies
- Serves as a subject matter expert on modeling when working with various functions and groups within the firm including investments, client service, and operations. May be involved in client presentations and/or due diligence meetings as necessary
- Engage in advanced project work to further the team’s research, development, and collaboration efforts
- Establishes and maintains understanding of Portfolio Manager’s investment process
- Works with traders to determine process for implementation of new accounts and consults with traders on behalf of Portfolio Managers to resolve trading issues
- Communicates with other PIA’s on the Baltimore, London and Hong Kong trading desks regarding trades, accounts and best practices
- Works with Compliance and Legal to clarify and resolve investment strategy issues and determine best method for tracking compliance with those requirements
Qualifications
Required:
- Bachelor's degree in Business, Finance, Economics, or Math or the equivalent combination of education and relevant experience AND
- 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
- Direct experience with equity portfolios
- ETF and/or Fixed Income experience
- Knowledge of derivatives and multiple asset classes
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.
$115,000.00-$135,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$115,000.00-$135,000.00 for the location of: Washington, D.C.
$115,000.00-$135,000.00 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:
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Competitive compensation
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Annual bonus eligibility
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A generous retirement plan
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Hybrid work schedule
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Health and wellness benefits, including online therapy
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Paid time off for vacation, illness, medical appointments, and volunteering days
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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.
Top Skills
What We Do
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.
Headquartered in Baltimore, Maryland, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors.
At T. Rowe Price, we believe in strategic investing. It has guided how we do business for more than 80 years, and it’s driven by independent thinking and rigorous research. So our clients can be confident that we’ll strive to select the right investments as we help them achieve their objectives. Strategic investing means that we don’t stop at surface level analysis. Instead, we go beyond the numbers. Our investment professionals travel the world, visiting the companies they evaluate. It’s this passion for exploration and understanding that has helped inform better decision-making and prudent risk management for our clients since its founding by Thomas Rowe Price Jr. in 1937.
