Role SummaryThe Senior Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions group. The PIA works directly alongside 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- 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 run accurate orders through the trade cycle
- Determine accurate interest rate and currency hedging information, and other related daily portfolio functions.
QualificationsRequired:- Bachelor's degree in Business, Finance, Economics, or Math or the equivalent combination of education and relevant experience
- 3+ years T. Rowe Price or related experience
- Thorough knowledge in equity analytics, along with the ability to apply the concepts to solve practical portfolio problems
- Savvy use of technology in combination with a data driven mindset
- 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
- ETF and/or Fixed Income experience
- Working knowledge of portfolio management process is a significant advantage
FINRA RequirementsFINRA licenses are not required and will not be supported for this role.
Work FlexibilityThis role is eligible for hybrid work, with up to one day per week from home.
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).Base Salary RangesPlease review the job posting for the location of this specific opportunity.
$95,000.00-$110,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$95,000.00-$110,000.00 for the location of: Washington, D.C.
$95,000.00-$110,000.00 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.
BenefitsWe 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:
- A generous retirement plan
- 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.
