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Small Cap Equity Portfolio Manager Jobs (NOW HIRING)

NY · On-site

Your responsibilities Managing a designated part of the equity portfolios across OFE, DFE and PPK funds. Building active investment positions and sector exposures while balancing expected returns ...

Portfolio Manager, Private Equity Portfolio Construction and Risk Trending AustralianSuper is the largest superannuation fund in Australia - in the top 20 largest funds globally and top 50 asset ...

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Small Cap Equity Portfolio Manager information

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$37K

$100.5K

$187.5K

How much do small cap equity portfolio manager jobs pay per year?

As of Sep 13, 2026, the average yearly pay for small cap equity portfolio manager in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What is a small cap equity portfolio manager?

A Small Cap Equity Portfolio Manager is a financial professional responsible for managing investment portfolios that primarily invest in small capitalization (small cap) companies. These managers research, select, and monitor stocks of companies with relatively low market capitalization, typically ranging from $300 million to $2 billion. Their goal is to achieve strong returns for clients by identifying promising small businesses with growth potential while managing risks specific to this segment. They often use a combination of fundamental and technical analysis to make investment decisions and may work for investment firms, banks, or asset management companies.

What are the key skills and qualifications needed to thrive as a small cap equity portfolio manager?

To thrive as a Small Cap Equity Portfolio Manager, you need strong analytical abilities, in-depth knowledge of financial markets, and typically a finance-related degree or CFA certification. Familiarity with financial modeling software, Bloomberg Terminal, and portfolio management systems is crucial for making informed investment decisions. Excellent communication, decision-making, and risk management skills help differentiate top performers in this role. These competencies are essential for identifying promising small-cap investments, managing risk, and delivering strong returns for clients.

What are some common challenges faced by small cap equity portfolio managers, and how can they be addressed?

Small Cap Equity Portfolio Managers often encounter challenges such as limited liquidity, higher volatility, and a lack of comprehensive analyst coverage compared to large-cap stocks. These factors can make it more difficult to execute trades efficiently and to assess the true value of potential investments. To address these challenges, managers typically conduct thorough fundamental research, maintain disciplined risk management strategies, and foster strong relationships with company management teams. Collaborating closely with analysts and leveraging specialized research tools also helps in identifying promising small-cap opportunities.

What is the difference between Small Cap Equity Portfolio Manager vs Equity Analyst?

AspectSmall Cap Equity Portfolio ManagerEquity Analyst
Primary RoleManages investment portfolios focused on small cap stocks, making buy/sell decisionsResearches and analyzes stocks to provide investment recommendations
Required CredentialsTypically CFA, Series 7/63, and relevant experienceOften CFA or similar certifications, strong financial analysis skills
Work EnvironmentActive portfolio management, client interaction, market monitoringResearch-focused, report writing, data analysis
Industry UsageAsset management firms, hedge funds, mutual fundsInvestment banks, research firms, asset managers

While both roles require strong financial analysis and relevant certifications, the Small Cap Equity Portfolio Manager actively manages small cap stock portfolios, making investment decisions, whereas the Equity Analyst primarily conducts research and provides recommendations without direct portfolio management responsibilities.

What are popular job titles related to Small Cap Equity Portfolio Manager jobs?

For Small Cap Equity Portfolio Manager jobs, the most frequently searched job titles are:

Infographic showing various Small Cap Equity Portfolio Manager job openings in the United States as of September 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Portfolio Specialist a" Mid-Cap Growth Equity

Baltimore, MD • On-site

T Rowe Price
Funds, Trusts and Financial Programs • 5 - 10K employees

Full-time

Medical, Life, Retirement, PTO

Posted 3 days ago

New


T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz


Job description

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.A

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. Youall enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, youall find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.AA

Join us for the opportunity to grow and make a difference in ways that matter to you.A

Role Summary

The Portfolio Specialist is part of the Investment Division and is a key member of the investment team. The position is a critical link between portfolio management, distribution, clients, and broader business partners. It requires deep investment expertise, strong commercial judgement, and close collaboration with portfolio managers to help position, represent, and develop our capabilities.

In partnership with the PMs, the Portfolio Specialist acts as the strategic lead for the investment messaging across assigned strategies. The role is both investment-led and client facing, where the Portfolio Specialist coordinates the success of potential opportunities by working closely with a team of portfolio analysts, institutional writers, RFP editors and other associates, as well as playing a key role with the asset retention of existing clients and business development initiatives.

The role requires the ability to drive high-impact engagements with clients and prospects to better understand their specific needs and propose potential solutions around existing capabilities, and to translate insights into clear, compelling messages for clients, prospects, consultants, and internal stakeholders.

For this position, the Portfolio Specialist will initially lead the promotion of the US Mid-Cap Growth Equity strategy with an expectation of expanded small and mid-cap strategy coverage in due course. The strategies operate within T. Rowe Price Investment Management. It will require at the onset a commercial mindset and a willingness to educate our clients on our investment approach, to service a large book of investors, as well as being able to present our capabilities both internally and externally.

Responsibilities

  • Serve as the primary US Mid-Cap Growth Equity portfolio specialist contributing to portfolio, market, performance, client, and product discussions.
  • Alongside the portfolio managers, own the strategyas commercial and investment narrative, ensuring clear, consistent and compelling messaging for diverse audiences.
  • Build deep partnerships with portfolio managers to accurately represent their process, positioning, and investment views.
  • Act as an equity expert, articulating investment philosophy, process, portfolio positioning, performance, risk profile, competitive positioning, and investment relevance for clients.
  • Drive commercial growth through client engagement, prospecting, consultant support, marketing, and distribution partnership. Shape solutions, content, and positioning that connect investment insights to evolving client needs.
  • Lead effort with distribution on marketing and PR activities, as well as client events, related to US Mid-Cap Growth Equity.
  • Travel regularly in North America to support the investment team and distribution efforts.
  • The position location is preferably based in Baltimore.

What this role offers

This role is ideal for someone who enjoys sitting at the intersection of investment management, client engagement, and business development. You will work side by side with portfolio managers, develop deep expertise in T. Rowe Price Investment Managementas equity capabilities, influence commercial outcomes, and drive business growth, thereby contributing directly to the evolution and success of a strategic franchise.

Qualifications

Required:

  • Prior experience with US equity strategies, preferably with US mid-cap growth equities and/or US small and mid-cap equities.
  • Demonstrated ability to communicate complex investment concepts clearly to a wide range of audiences.
  • Proven ability to navigate global investment organizations and collaborate effectively with portfolio managers, investment professionals, product, marketing, sales, and client service teams.
  • High level of energy and leadership, with a track record of supporting commercialization efforts and driving initiatives to completion in a team-oriented environment.
  • Comfortable using AI-enabled tools and workflows for analysis, data aggregation, and content generation, while maintaining responsibility for validation, interpretation, and quality control.

Preferred:

  • Minimum of 10 years of investment experience in a similar role, portfolio management, investment research, investment consulting, or institutional client service.

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.

$200,000.00-$300,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$200,000.00-$300,000.00 for the location of: Washington, D.C.
$200,000.00-$300,000.00 for the location of: New York, California

Placement within the range provided above is based on the individualas relevant experience and skills for the role.A Base salary is only one component of our total compensation package.A 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.A

Benefits

We value your goals and needs, at work and in life. As an associate, youall be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.AAA

AA

Featured employee benefits to enrich your life: AA

  • Competitive compensationAA

  • Annual bonus eligibilityAA

  • A generous retirement planAA

  • Hybrid work scheduleAA

  • Health and wellness benefits, including online therapyAA

  • Paid time off for vacation, illness, medical appointments, and volunteering daysAA

  • Family care resources, including fertility and adoption benefitsAA

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Learn more about our benefits.AA

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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