Role Summary

The Portfolio Specialist is part of the Investment Division and is a key member of the investment team. The position is a critical link between portfolio management, distribution, clients, and broader business partners. It requires deep investment expertise, strong commercial judgement, and close collaboration with portfolio managers to help position, represent, and develop our capabilities.

In partnership with the PMs, the Portfolio Specialist acts as the strategic lead for the investment messaging across assigned strategies. The role is both investment-led and client facing, where the Portfolio Specialist coordinates the success of potential opportunities by working closely with a team of portfolio analysts, institutional writers, RFP editors and other associates, as well as playing a key role with the asset retention of existing clients and business development initiatives.

The role requires the ability to drive high-impact engagements with clients and prospects to better understand their specific needs and propose potential solutions around existing capabilities, and to translate insights into clear, compelling messages for clients, prospects, consultants, and internal stakeholders.

For this position, the Portfolio Specialist will initially lead the promotion of the US Mid-Cap Growth Equity strategy with an expectation of expanded small and mid-cap strategy coverage in due course. The strategies operate within T. Rowe Price Investment Management. It will require at the onset a commercial mindset and a willingness to educate our clients on our investment approach, to service a large book of investors, as well as being able to present our capabilities both internally and externally.

Responsibilities

• Serve as the primary US Mid-Cap Growth Equity portfolio specialist contributing to portfolio, market, performance, client, and product discussions.
• Alongside the portfolio managers, own the strategy's commercial and investment narrative, ensuring clear, consistent and compelling messaging for diverse audiences.
• Build deep partnerships with portfolio managers to accurately represent their process, positioning, and investment views.
• Act as an equity expert, articulating investment philosophy, process, portfolio positioning, performance, risk profile, competitive positioning, and investment relevance for clients.
• Drive commercial growth through client engagement, prospecting, consultant support, marketing, and distribution partnership. Shape solutions, content, and positioning that connect investment insights to evolving client needs.
• Lead effort with distribution on marketing and PR activities, as well as client events, related to US Mid-Cap Growth Equity.
• Travel regularly in North America to support the investment team and distribution efforts.
• The position location is preferably based in Baltimore.

What this role offers

This role is ideal for someone who enjoys sitting at the intersection of investment management, client engagement, and business development. You will work side by side with portfolio managers, develop deep expertise in T. Rowe Price Investment Management's equity capabilities, influence commercial outcomes, and drive business growth, thereby contributing directly to the evolution and success of a strategic franchise.

Qualifications

Required:

• Prior experience with US equity strategies, preferably with US mid-cap growth equities and/or US small and mid-cap equities.
• Demonstrated ability to communicate complex investment concepts clearly to a wide range of audiences.
• Proven ability to navigate global investment organizations and collaborate effectively with portfolio managers, investment professionals, product, marketing, sales, and client service teams.
• High level of energy and leadership, with a track record of supporting commercialization efforts and driving initiatives to completion in a team-oriented environment.
• Comfortable using AI-enabled tools and workflows for analysis, data aggregation, and content generation, while maintaining responsibility for validation, interpretation, and quality control.

Preferred:

• Minimum of 10 years of investment experience in a similar role, portfolio management, investment research, investment consulting, or institutional client service.

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.

$200,000.00-$300,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$200,000.00-$300,000.00 for the location of: Washington, D.C.
$200,000.00-$300,000.00 for the location of: New York, California

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.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

• Competitive compensation

• Annual bonus eligibility

• A generous retirement plan

• Hybrid work schedule

• Health and wellness benefits, including online therapy

• Paid time off for vacation, illness, medical appointments, and volunteering days

• Family care resources, including fertility and adoption benefits

Learn more about our benefits.