Senior 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)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Investment ManagementIndustries

Requirements

Bachelor’s degree in business, Finance, Economics, Math
5+ years of T. Rowe Price or related experience
Thorough knowledge in fixed income/equity analytics, along with the ability to apply the concepts to solve practical portfolio problems
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 fixed income/equity portfolios
Understanding of ETFs and Separately Managed Accounts/Model Delivery (SMA) products
Experience extracting, transforming, and manipulating data, with a strong understanding of APIs (REST, SOAP), relational databases, JSON, XML
Programming experience in R and another language (Python, C/C++)

Responsibilities

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
Determine accurate interest rate and currency hedging information, and other related daily portfolio functions
Provide support to the investment process and perform ad-hoc analysis related to the strategies

Skills

Portfolio Modeling

Exposure Monitoring

Trade Allocations

Cash Flow Management

Portfolio Management Systems

Trade Modeling

Portfolio Analytics

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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