Investment Director, Multi Asset Model Portfolios

T. Rowe Price
Baltimore, Washington DC
Workplace: HybridFull timeUSD 150,000 - 225,000 annuallyFunction: Executive & General ManagementExperience: 7+ yearsEducation: bachelorsSkills: ["Client communication","Strategic thinking","Analysis","Writing","Relationship building"]

Own the design, development, and evolution of custom model portfolios within the Models Investment Team. Translate client objectives and constraints into scalable multi-asset portfolio frameworks, partner with portfolio managers on recommendations and proposals, and represent the team in client and prospect meetings. Contribute to strategic and tactical asset allocation analysis, and develop investment communications and thought leadership content for distribution partners and broader audiences.

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T. Rowe Price
T. Rowe Price
2 days ago

Investment Director, Multi Asset Model Portfolios

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Last checked: 21 hours agoStatus: Live

Job Summary

Own the design, development, and evolution of custom model portfolios within the Models Investment Team. Translate client objectives and constraints into scalable multi-asset portfolio frameworks, partner with portfolio managers on recommendations and proposals, and represent the team in client and prospect meetings. Contribute to strategic and tactical asset allocation analysis, and develop investment communications and thought leadership content for distribution partners and broader audiences.
Location: Baltimore, Washington DC
Workplace: Hybrid
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Lead early stages of custom model development by translating client objectives, investment preferences, constraints, and platform requirements into portfolio frameworks.
  • •Partner with portfolio managers to refine recommendations, prepare proposals, and present model solutions to clients and prospects.
  • •Provide ongoing oversight, review, and evolution of custom model portfolios.
  • •Advise clients on model portfolio construction, model selection, and implementation; represent the Models Investment Team in meetings and portfolio reviews.
  • •Develop investment communications and thought leadership, including investment commentary, allocation/risk rationale updates, and custom presentations.

Pay and Benefits

Salary: USD 150,000 - 225,000 annually
Perks:Annual BonusRetirementHealth InsuranceTherapyFertility BenefitsAdoption Benefits

Key Requirements

  • •Bachelor’s degree required.
  • •7+ years of relevant investment experience focused on portfolio construction and multi-asset/model portfolios.
  • •Strong understanding of capital markets, portfolio risk, asset allocation, investment products, and portfolio implementation.
  • •Experience working with financial advisors, registered investment advisors, wealth management firms, platforms, or institutional clients.
  • •Ability to understand complex client needs and translate them into practical portfolio solutions, with clear written communication.
Experience:7+ yearsMulti-asset investingModel portfoliosWealth managementInstitutional clientsRegistered investment advisors
Education:Bachelor's
Skills:Client communicationStrategic thinkingAnalysisWritingRelationship building
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