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Equity Portfolio Specialist

2 months ago


Dunkirk, New York, United States T Rowe Price Group, Inc Full time
Position Overview:

The Investment Portfolio Analyst plays a crucial role as a subject matter expert for designated T. Rowe Price investment strategies, representing these portfolios throughout the organization. This position is primarily tasked with the evaluation of investment portfolios and the creation of institutional-level portfolio analysis, messaging, and content aimed at informing key stakeholders. The Analyst collaborates closely with portfolio managers, portfolio specialists, and senior analysts to ensure the consistency, accuracy, and integrity of investment communications across various regions and audiences.

Key Responsibilities:

Research & Analysis
  • Perform comprehensive analysis on assigned investment portfolios, considering financial market conditions, competitor insights, asset class features, and portfolio construction to support the portfolio manager and team.
  • Generate tailored analyses, often under the guidance of senior analysts, to proactively address client concerns or respond to inquiries in a timely manner.
  • Develop and maintain expertise in market trends, portfolio strategies, benchmarks, and peer performance to support existing initiatives and new product developments.
  • Craft high-quality investment messaging in collaboration with senior analysts to effectively communicate analysis results to stakeholders.
  • Deliver quarterly strategy updates to inform the organization about investment performance and perspectives on assigned strategies.
  • Enhance proficiency in multiple investment data applications to extract and analyze relevant data.
Collaboration with Investment Professionals
  • Support portfolio managers and specialists in addressing inquiries from associates and clients, including follow-up questions from prospects and consultants.
  • Contribute to the creation of investment content, including presentations and analytical reports, utilized by investment teams and other business units.
  • Provide insights for sales and marketing materials, ensuring alignment with investment staff perspectives.
  • Participate in client meetings and investment reviews as needed based on business requirements.
Franchise & Asset Class Support
  • Build and maintain relationships to navigate complex organizational structures and respond effectively to client needs.
  • Educate and train sales teams on assigned investment portfolios through various formats, including one-on-one coaching and group sessions.
  • Assist in franchise support for RFPs and written commentaries related to assigned strategies.
  • Support the complete sales cycle, including obtaining consultant ratings and client service follow-ups.
  • Collaborate with marketing and distribution teams to enhance brand awareness globally.
  • Mentor junior team members to foster their professional development.
Qualifications:
  • Bachelor's degree or equivalent combination of education and relevant experience.
  • Minimum of 2 years of relevant work experience.
Preferred Qualifications:
  • 4+ years of experience in investment analysis.
  • Progress towards or possession of CFA and/or a Master's degree.
  • Experience with various asset classes.
  • Demonstrated analytical skills, particularly in Excel.
  • Strong verbal and written communication abilities.
Work Flexibility:

This position offers a flexible in-office schedule.

Company Commitment:

T. Rowe Price is dedicated to fostering a diverse and inclusive workplace, ensuring equity and opportunity for all associates. Our commitment to diversity enhances our ability to serve clients effectively and create value. We believe in the importance of belonging and support our associates through various programs and benefits.