Investment Strategist

T. Rowe Price
Baltimore
Workplace: HybridFull timeUSD 200,000 - 300,000 annuallyFunction: Consulting & AdvisoryExperience: 7-10 yearsSkills: ["Communication","Relationship management","Presentation","Interpersonal skills","Leadership"]

Deliver investment insights and macro, equity, and fixed-income perspectives to clients, prospects, advisors, and consultants. Curate and translate capital markets views into clear, consultative narratives that support positioning across T. Rowe Price capabilities. Partner with investment strategists and portfolio specialists to build and present client-facing messaging, while driving growth through engagements, prospecting support, and retention efforts—alongside a 35–50% travel schedule.

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T. Rowe Price
T. Rowe Price
2 days ago

Investment Strategist

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Job Summary

Deliver investment insights and macro, equity, and fixed-income perspectives to clients, prospects, advisors, and consultants. Curate and translate capital markets views into clear, consultative narratives that support positioning across T. Rowe Price capabilities. Partner with investment strategists and portfolio specialists to build and present client-facing messaging, while driving growth through engagements, prospecting support, and retention efforts—alongside a 35–50% travel schedule.
Location: Baltimore
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Maintain broad knowledge of investment perspectives across equity, fixed income, and multi-asset by attending relevant investment meetings.
  • •Partner with global equity/fixed income strategists and portfolio specialist/analyst teams to construct and deliver presentations, content, and messaging aligned with T. Rowe Price views.
  • •Represent capital market views in meetings with prospects, clients, and consultants, including both 1:1 and group presentations.
  • •Translate investment insights into client-facing messages and match client needs to appropriate T. Rowe Price offerings, handing off for deeper strategy or solution needs when required.
  • •Support asset gathering and retention by working with sales and relationship management teams within the US Intermediary channel while driving commercial growth through engagements and prospecting support.
Travel: High travel

Pay and Benefits

Salary: USD 200,000 - 300,000 annually
Perks:Annual BonusRetirementHybrid WorkPaid Leave

Key Requirements

  • •Minimum 7–10 years of experience in the investment management industry, including areas such as investment research, portfolio analysis, investment consulting, or institutional/intermediary client service.
  • •Willingness to travel for field engagements and conferences.
  • •Deep understanding of investment concepts with strong working knowledge of investment strategies and tactics.
  • •Proven ability to communicate complex investment concepts effectively to a wide variety of audiences.
  • •Exceptional relationship management skills with strong interpersonal, communication, and presentation skills.
Experience:7-10 yearsInvestment managementCapital marketsPortfolio analysisInvestment consulting
Skills:CommunicationRelationship managementPresentationInterpersonal skillsLeadership
Certifications:CFA

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