Multi-Asset Senior Portfolio Investment Analyst – TRPIM
At a glance
Senior Investment & Corporate Development role at T. Rowe Price. Baltimore · full-time · $95,000–$110,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Model portfolios with portfolio managers, tracking exposures, trade allocations and cash movements
- Coordinate portfolio and security transactions with research analysts, traders, compliance and legal
- Review portfolio analytics and carry orders through the trading process accurately
- Calculate interest-rate and currency hedges, and handle related daily portfolio tasks
- Support investment decisions with strategy analysis and work in portfolio and trade-modeling systems
What you bring
- A bachelor’s degree in business, finance, economics or math, plus at least four years of work experience
- Strong command of fixed-income and equity analytics, with the ability to use them on practical portfolio problems
- You work well with teams, stay detail-focused and self-directed, and can manage complex tasks and deadlines
Who this fits
This senior analyst role suits someone who works closely with portfolio managers and traders on day-to-day portfolio activity. It is hybrid, with up to one work-from-home day each week; FINRA licenses are neither required nor supported.
From the employer
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.
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. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
This Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and Trading Solutions Group and is a collaborative member of the TRPIM investment process. The PIA works directly alongside portfolio managers and traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also be expected to provide support to the investment process and perform ad-hoc analysis related to the strategies.
Responsibilities
- Portfolio Modeling: Partner directly with the portfolio management team on the day-to-day modeling of the strategy through exposure monitoring, trade allocations and cash flow management.
- Work with internal systems designed for portfolio management and trade modeling
- Coordinate with the analysts, portfolio managers, traders, compliance and legal on portfolio and security transactions
- Monitor portfolio analytics and generate and run accurate orders through the trade cycle
- Determine accurate interest rate and currency hedging information, and other related daily portfolio functions.
Qualifications
Required:
- Bachelor’s degree in business, Finance, Economics, Math
- 4+ years of work experience
- Thorough knowledge in fixed income/equity analytics, along with the ability to apply the concepts to solve practical portfolio problems.
- Working knowledge of portfolio management process is a significant advantage.
- Strong interpersonal skills and the ability to work within teams.
- Highly self-motivated and detail oriented.
- Ability to manage complex tasks and individual deliverables
- Strong project management skills
- Ability to think creatively under a wide range of deadlines
Preferred:
- Progress towards an MBA, MS in Finance, or CFA designation.
- Direct experience with fixed income/equity portfolios and derivatives
- Understanding of ETFs and Separately Managed Accounts/Model Delivery (SMA) products
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.
$95,000.00-$110,000.00 for the location of: Maryland, Colorado, Washington and remote workers$95,000.00-$110,000.00 for the location of: Washington, D.C.
$95,000.00-$110,000.00 for the location of: New York, California
Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. 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.
Benefits
We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits
Learn more about our benefits.