Lead Multi-Asset Portfolio Investment Analyst - TRPIM at T. Rowe Price

Baltimore, Maryland, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Investment Management, FinanceIndustries

Requirements

Bachelor's degree in Business, Finance, Economics, Math
7+ years of T. Rowe Price or related experience
Savvy use of technology in combination with a data driven mindset
Strong analytical skills and the ability to solve problems

Responsibilities

Independently assumes coverage for strategies, escalating issues as necessary with pre-established thought process for resolution
Guides junior team members on more complex modeling issues
Proactively assumes responsibility for projects that increase efficiency and promote best practice within the team, reducing risk
Most senior individual contributor with strong understanding of the portfolio modeling processes
Serves as proxy/back up to Team Lead
Demonstrates sound judgement and problem solving to address quick strike issue containment, resolution and prevention, as well as long term technological outlook and implementation
Manage trading and portfolio manager relationships including coordinating accurate and timely communication of changes across Trading
Measure strategy performance and work with global trading partners to ensure seamless implementation of investment and trading strategies
Serves as a subject matter expert on modeling when working with various functions and groups within the firm including investments, client service, and operations
May be involved in client presentations and/or due diligence meetings as necessary
Engage in advanced project work to further the team’s research, development, and collaboration efforts
Establishes and maintains understanding of Portfolio Manager’s investment process
Works with traders to determine process for implementation of new accounts and consults with traders on behalf of Portfolio Managers to resolve trading issues
Works with Compliance and Legal to clarify and resolve investment strategy issues and determine best method for tracking compliance with those requirements
Helps facilitate and support ITS processes and procedures around new product implementation

Skills

Portfolio Management

Asset Management

Investment Analysis

Compliance

Performance Composites

Multi-Asset

Equity

Fixed Income

Account Customization

Client Liaison

T. Rowe Price

Global asset management and investment advisory services

About T. Rowe Price

T. Rowe Price provides investment advisory services and retirement solutions to individual investors, financial intermediaries, and institutions. The firm employs a disciplined investment approach supported by extensive research to deliver long-term value. It generates revenue mainly through management fees based on the assets it manages, which amounted to $1.569 trillion as of June 30, 2024. T. Rowe Price serves a wide range of clients, including individual investors, retirement plan sponsors, and institutional investors like endowments and foundations. Its global reach and experienced investment teams enable the firm to offer various investment strategies and products, helping clients achieve their financial goals.

Baltimore, MarylandHeadquarters

1937Year Founded

$78,115.8MTotal Funding

IPOCompany Stage

Quantitative Finance, Financial ServicesIndustries

10,001+Employees

Benefits

Paid Volunteer Time

Parental Leave

Learning & Growth Resources

Matching Charitable Gifts

Health Care Benefits

Generous Retirement Plan

Risks

Increased competition from AI-powered platforms challenges T. Rowe Price's traditional strategies.

Departure of key personnel may impact T. Rowe Price's wealth management capabilities.

High valuations of AI startups could divert capital from traditional asset management firms.

Differentiation

T. Rowe Price offers a comprehensive range of investment strategies across various asset classes.

The firm emphasizes long-term value through disciplined investment and extensive research capabilities.

T. Rowe Price's global reach and diverse client base enhance its market position.

Upsides

Growing interest in AI-driven investment strategies presents new opportunities for T. Rowe Price.

The rise of quantum technology aligns with T. Rowe Price's focus on tech startups.

Collaboration trends in biotech offer potential investment opportunities in genetic medicine.

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