Portfolio Analyst, Fixed Income

T. Rowe Price
Baltimore
Workplace: HybridFull timeUSD 90,000 - 130,000 annuallyFunction: Product ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Analytical skills","Communication","Execution skills","Adaptability","Curiosity"]

Analyze investment portfolios for assigned strategies and serve as a subject-matter resource across the firm. Build institutional-level portfolio analysis, messaging, and content to support key stakeholders, using AI-enabled analytics and automation to aggregate data, run recurring analysis, and produce time-sensitive outputs. Validate and quality-check analysis, develop fluency in investment data sources, and help prepare quarterly strategy updates while supporting client and internal inquiries.

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T. Rowe Price
T. Rowe Price
1 month ago

Portfolio Analyst, Fixed Income

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 days agoStatus: Live

Job Summary

Analyze investment portfolios for assigned strategies and serve as a subject-matter resource across the firm. Build institutional-level portfolio analysis, messaging, and content to support key stakeholders, using AI-enabled analytics and automation to aggregate data, run recurring analysis, and produce time-sensitive outputs. Validate and quality-check analysis, develop fluency in investment data sources, and help prepare quarterly strategy updates while supporting client and internal inquiries.
Location: Baltimore
Workplace: Hybrid
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Conduct portfolio analysis covering market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning.
  • •Use AI-enabled analytics and automation to aggregate data, perform recurring analysis, and generate initial analytical outputs for review.
  • •Create custom, time-sensitive analysis by refining and validating outputs to ensure accuracy, consistency, and alignment with approved messaging.
  • •Develop fluency in investment data sources, including how data is constructed and limitations/considerations.
  • •Support portfolio managers and specialists with client/consultant/internal inquiries, including creating presentations, exhibits, and supporting quarterly strategy updates.

Pay and Benefits

Salary: USD 90,000 - 130,000 annually
Perks:Annual BonusRetirementHybrid WorkHealth InsuranceOnline TherapyPaid LeaveFertility Benefits

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •2+ years of relevant work experience.
  • •Proven analytical and communication skills.
  • •Progress towards or has CFA and/or a Master’s degree.
  • •Fixed income investment experience and comfort using AI-enabled tools, automation, or analytics responsibly to execute analytical and content work.
Experience:2+ yearsAsset managementInvestment portfoliosFixed incomePortfolio analysis
Education:Bachelor's
Skills:Analytical skillsCommunicationExecution skillsAdaptabilityCuriosity
Certifications:CFA
Tech Stack:AI-enabled analyticsAutomationData aggregation

Company Brief

T. Rowe Price
Global investment management firm offering mutual funds, retirement services, and advisory solutions for individual and institutional investors. Manages assets across equities, fixed income, multi-asset, and alternative strategies.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Baltimore, United States
Founded: 1937
WebsiteLinkedIn