Portfolio Strategist

4 weeks ago


Dunkirk, New York, United States T Rowe Price Group, Inc Full time
Portfolio Analyst - Equity

At T. Rowe Price Group, Inc, we are seeking a highly skilled Portfolio Analyst - Equity to join our team. As a Portfolio Analyst - Equity, you will play a critical role in analyzing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to inform key stakeholders.

Key Responsibilities:
  • Research & Analysis: Conduct analysis on assigned investment portfolios, 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.
  • Provide Leverage to Other Investment Professionals: Support and represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions.
  • 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.
Requirements:
  • Bachelor's degree or the equivalent combination of education and relevant experience.
  • 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.

We are an equal opportunity employer and value 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.