A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives.
We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job.
If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us.
This Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions Group and is a member of the Global Trading team. 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.
o 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.
o Work with internal systems designed for portfolio management and trade modeling
o Coordinate with the analysts, portfolio managers, traders, compliance and legal on portfolio and security transactions
o Monitor portfolio analytics and generate and run accurate orders through the trade cycle
o Business, finance, quantitative finance, economics or scientific degree with 2+ years of investment experience.
o Detailed knowledge in equity analytics, along with the ability to apply the concepts to tackle practical portfolio problems.
o Working knowledge of portfolio management process is a significant advantage.
o Strong interpersonal skills and the ability to work within teams.
o Highly ambitious and detail-oriented.
o Ability to handle complex tasks and individual deliverables
o Strong project management skills
o Ability to think creatively under a wide range of deadlines
o Progress towards an MBA, MS in Finance, or CFA designation
o Direct experience with equity portfolios
o ETF and/or Fixed Income experience
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, colour, 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.