Senior Portfolio Analyst Jobs in Silver Spring, MD

Role Summary

The Senior Portfolio Analyst (PA) serves as a subject matter resource for their assigned T. Rowe Price investment strategy(s) and a representative of those investment portfolios across the firm. The Senior PA is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to inform key stakeholders. The Senior 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 Senior PA supports the firm's efforts to provide outstanding client service and to gather and retain assets. The Senior 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 Senior 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 strategies while incorporating financial market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning to support the needs of the portfolio manager or portfolio specialist. Research conducted by the Senior PA may also provide direct support for marketing, sales, and client service efforts.
• Create custom analysis, often under the direction of the 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 portfolio specialist, to effectively communicate and position results of analysis and inform key stakeholders.
• Develop and deliver quarterly strategy updates often in conjunction with the portfolio 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 within T. Rowe Price 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.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience

Preferred:

• 6+ years of investment experience
• CFA and/or Master's degree
• Strong asset class knowledge
• Substantial Institutional and/or intermediary investor experience
• Advanced analytical skills, including the use of Excel
• Strong communication skills
• Ability to work independently on analysis and messaging
• Ability to navigate the organization and build relationships

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.