- SALARY:NONE
- Baltimore, Maryland
Baltimore, Maryland
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.
We are a
premierassetmanagerfocused on delivering global investment management excellence and retirement services that investors can rely on today and in the future.
The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
PRIMARY PURPOSE OF THE POSITION
This Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions group. The PIA works directly alongside Equity 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.
PRINCIPAL 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
QUALIFICATIONS
Required
- Bachelors degree in Business, Finance, Economics, Math
- Thorough knowledge in equity analytics, along with the ability to apply the concepts to solve practical portfolio problems
- Savvy use of technology in combination with a data driven mindset
- 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 equity portfolios
- ETF and/or Fixed Income experience
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for remote work up to one day a week.
Commitment to Diversity, Equity,
and
Inclusion
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients.
Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community.
We know that a sense of belonging is key not only to your success at the firm, but also to your ability
Benefits
We invest in our people through a wide range of programs and benefits, including
- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
- Flexible and remote work opportunities
- Health care benefits (medical, dental, vision)
- Tuition assistance
- Wellness programs (fitness reimbursement, Employee Assistance Program)
Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering.