Portfolio Analyst

4 weeks ago

Maryland Line, United States T Rowe Price Group, Inc Full time
Requisition Number: 69705

Position Title:

External Description:

ROLE SUMMARY

The Portfolio Analyst (PA) serves as a subject matter resource for their assigned T. Rowe Price investment strategies and a representative of those investment portfolios across the firm. The PA is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to inform key stakeholders. The PA leverages the time of both the portfolio manager and portfolio specialist, and any other senior or lead portfolio analyst that may be on the team while working to help ensure the consistency, accuracy, and integrity of investment messages across relevant regions, distribution channels, and audiences. Analysis and content developed by the portfolio analyst supports the firm's efforts to provide outstanding client service and to gather and retain assets. The PA must continuously grow and adapt to meet changing demands and a wide range of requests for support as markets, strategy lifecycles, and performance cycles evolve over time. The PA must excel at working independently, collaborating with key professionals, and leading projects to completion. The role is responsible for participating on project teams and collaborating effectively with various groups across the enterprise.

RESPONSIBILITIES

Research & Analysis
  • Conduct analysis on assigned investment portfolios while incorporating financial market conditions, competitor analysis, asset class characteristics, portfolio construction and positioning to support the needs of the portfolio manager, portfolio specialist or lead/senior portfolio analyst. Research conducted by the portfolio analyst may also provide direct support for marketing, sales, and client service efforts.
  • Create custom analysis, often under the direction of the senior or lead portfolio analyst and/or portfolio specialist, either to anticipate client concerns or to respond to client inquiries in a time sensitive environment on a global scale.
  • Develop and maintain knowledge necessary to act as a subject matter resource on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers. Subject matter knowledge is used to support existing strategies and may be used to bolster new product initiatives.
  • Create quality and nuanced investment messaging, often in conjunction with the senior or lead portfolio analyst and/or portfolio specialist, to effectively communicate and position results of analysis and inform key stakeholders.
  • Develop and deliver quarterly strategy updates often in conjunction with portfolio analyst and/or specialist to inform the enterprise of investment results and views on assigned strategies.
  • Grow and maintain expertise on multiple investment data applications to extract investment data and conduct analysis.
Provide Leverage to Other Investment Professionals
  • Support and in some cases represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions.
  • Act as an investment resource for content creation including custom presentations, exhibits and analysis (i.e. mini kits, capital market decks, matrixes, new product collateral, etc.) used by investment staff, portfolio specialists and other business units, including distribution.
  • Provide investment support for, and sometimes represent investment staff's perspective on sales and marketing collateral, this can include development, review and/or sign-off responsibilities.
  • Potentially participate in client meetings and/or client investment reviews, depending on coverage area and business needs.
Franchise & Asset Class Support
  • Develop and maintain relationships necessary to navigate an often-complex organizational structure and evolving regulatory environment to respond to client needs.
  • Contribute to an informed salesforce by providing general education, onboarding, one-on-one coaching, and the facilitation of quarterly meetings with distribution associates.
  • Educate and train diverse teams of TRP associates on assigned investment portfolios.
  • Provide franchise support on RFPs as well as written commentaries on assigned strategy coverage.
  • Support the full sales cycle (obtain consultant ratings, prospecting, sales meeting preparation, real-time sales, finals, and client service meeting follow-up, client retention inquiries).
  • Help raise and maintain brand awareness globally by working with marketing, PR, distribution and other enterprise groups.
  • Assist in mentoring new and junior members of the team.
Typical Qualifications:
  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 2+ years of total relevant work experience
Preferred Qualifications:
  • 4+ years of investment experience
  • Progress towards or has CFA and/or Master's degree
  • Asset class experience
  • Some institutional and/or intermediary investor experience
  • Proven analytical skills, including the use of Excel
  • Strong communication skills


FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

The in-office schedule will be 4:1.

City:

State:

Community / Marketing Title: Portfolio Analyst - Equity

Company Profile:

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion:We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions• Flexible and remote work opportunities• Health care benefits (medical, dental, vision)• Tuition assistance• Wellness programs (fitness reimbursement, Employee Assistance Program)Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering.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.

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