The Associate Portfolio Analyst is primarily responsible for assisting the portfolio analyst in analyzing investment portfolios and supporting other investment staff. The associate portfolio analyst leverages the time of the portfolio analyst, portfolio specialist, and portfolio manager by providing analysis and expertise on assigned investment strategies. Analysis and content developed by the portfolio analyst team supports the firm’s efforts to provide outstanding client service and to gather and retain assets. The associate portfolio analyst must continuously grow and adapt to meet changing demands and a wide range of requests for support as markets, strategy lifecycles, and performance cycles change over time. The associate portfolio analyst must excel at working independently while collaborating with many groups across the enterprise.
**There are two open positions.
Data, Research & Analysis:
Grow and maintain expertise on multiple investment data applications to extract investment data, interpret results, and assist with analysis.
Conduct investment analysis, in conjunction with the portfolio analyst, on assigned investment portfolios, considering financial market conditions, competitor landscape, asset class characteristics, portfolio construction, and positioning. Analysis conducted provides direct support for marketing, sales, and client service efforts.
Under the direction of the portfolio analyst, create custom analysis either to anticipate client concerns or to respond to client inquiries in a time sensitive environment and on a global scale.
Develop and maintain knowledge on markets, portfolios, portfolio manager views, benchmarks, and peers.
Assist with quarterly strategy updates to inform the enterprise of investment results and views on assigned strategies.
Provide leverage to other investment professionals:
Support portfolio analysts, portfolio specialists, and portfolio managers in addressing internal distribution inquiries as well as prospect, client, and consultant questions.
Work closely with portfolio analyst in the content creation process, including custom presentations, exhibits, and analysis (i.e. mini kits, capital market decks, matrixes, new product collateral, etc.) used by Investment Management, portfolio specialists, and the Business Units.
Provide investment support for the creation and updating of sales and marketing collateral.
Franchise and asset class support:
Develop and maintain relationships necessary to navigate an complex organizational structure and evolving regulatory environment to respond to client needs.
Contribute to an informed sales group by providing general education and support for distribution associates.
Educate and train diverse groups of TRP associates about assigned investment portfolios.
Assist with client questionnaires for assigned investment strategies.
College degree in Finance, Economics, or other business-related field and 4+ years of investment experience
Progress toward Master of Business Administration (MBA) or related degree and/or Chartered Financial Analyst (CFA) designation
Institutional investment knowledge
College degree and 2 years of related investment work experience
Outstanding analytical skills, both quantitative and qualitative
Able to prioritize work and meet deadlines
Self-motivated, enthusiastic, responsible, with excellent attention to detail
Excellent written and verbal communication skills, with experience in communicating investment matters
Collaborative individual, capable of building and maintaining strong relationships with portfolio analysts, portfolio specialists, and portfolio managers
Internal Number: 49390
T. Rowe Price - Who We Are
• Globally diversified investment management firm based in Baltimore, Maryland managing $1.3 trillion in assets (as of 9/30/20) with offices in 16 countries
• Preeminent investment research organization that has consistently produced strong investment performance over the long term
• Analysts consistently recognized as some of the best in the industry
• Corporate culture based on diversity of thought, collaboration and development
• Senior management team made up of individuals with 24 years of experience on average