Portfolio Analyst- Equity (Req ID 74058)
Role Summary
The Portfolio Analyst (PA) is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messages and content to inform key stakeholders about T. Rowe Price’s investment portfolios. The portfolio analyst 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. The portfolio analyst serves as a subject matter resource for their assigned investment strategies and serves as a representative of those investment strategies across the firm. Analysis and content developed by the portfolio analyst supports the firm’s efforts to provide outstanding client service and to gather and retain assets. The portfolio analyst must continuously grow and adapt to meet changing demands and a wide range of requests for support as markets, strategy lifecycles and performance cycles change over time. The 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 many groups across the enterprise.
Qualifications
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND -2+ years of total relevant work experience
Preferred:
- 4+ years of investment experience
- Progress towards or has CFA and/or Master's degree
- Fixed Income investment experience
- Some institutional and/or intermediary investor experience
- Proven analytical skills • Strong communication skills
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.