Portfolio Investment Analyst – Equity

Role Summary

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 and Multi-Asset 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.

Responsibilities

• Act as the go to person on advanced order entry for traders and portfolio investment analysts

• Responsible for facilitating advanced trading processes from order entry issue resolution

• 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 manage accurate orders through the trade cycle

Qualifications

Required:

• Business, finance, quantitative finance, economics or scientific degree with 2+ years of investment experience.

• Thorough knowledge in equity, derivative and fixed income 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 equity portfolios

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

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, color, 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.