Lead Portfolio Analyst, Fixed Income, Global Multi-Sector Bond Strategy 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, Fixed IncomeIndustries

Requirements

Serve as a subject matter expert for assigned T. Rowe Price investment strategy(s) and represent those portfolios across the firm
Excel at working independently, collaborating with key professionals, and leading projects to completion
Represent the investment divisions on project teams and collaborate effectively with various groups across the enterprise
Act as a senior leader in the group by proactively improving analytical methodology, enhancing information, and spearheading group initiatives
Maintain knowledge necessary to act as a subject matter expert on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers
Maintain expertise on multiple investment data applications to extract investment data and conduct analysis
Continuously grow and adapt to meet changing demands, markets, strategy lifecycles, and performance cycles

Responsibilities

Conduct analysis on assigned investment strategies incorporating financial market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning to support portfolio manager or portfolio specialist needs, often for marketing, sales, and client service
Create custom analysis to anticipate client concerns or respond to client inquiries in a time-sensitive environment on a global scale
Create quality and nuanced investment messaging to communicate and position results of analysis, tailored for specific audiences and regions
Develop and deliver quarterly strategy updates to inform the enterprise of investment results and views on assigned strategies
Represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and formal requests

Skills

Portfolio Analysis

Fixed Income

Bond Strategy

Investment Messaging

Risk Management

Market Analysis

Institutional Investing

Strategy Lifecycle

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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