Lead Portfolio Investment Analyst - Equities

T. Rowe Price
Baltimore
Workplace: HybridFull timeUSD 110,000 - 140,000 annuallyFunction: Capital Markets, Trading & QuantExperience: 5+ yearsEducation: bachelorsSkills: ["Problem-solving","Communication","Organizational skills","Process improvement","Mentorship"]

Lead portfolio investment modeling and implementation efforts for equity and multi-asset strategies within the Investment and Trading Solutions Group. Partner with portfolio managers, traders, and global trading teams to replicate and operationalize investment ideas across related funds and client portfolios, ensuring guideline compliance and cash-flow requirements. Oversee complex portfolio customization, measure strategy performance, resolve modeling issues, and drive process improvements while mentoring associates and supporting client presentations and due diligence.

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T. Rowe Price
T. Rowe Price
2 days ago

Lead Portfolio Investment Analyst - Equities

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Last checked: 9 hours agoStatus: Live

Job Summary

Lead portfolio investment modeling and implementation efforts for equity and multi-asset strategies within the Investment and Trading Solutions Group. Partner with portfolio managers, traders, and global trading teams to replicate and operationalize investment ideas across related funds and client portfolios, ensuring guideline compliance and cash-flow requirements. Oversee complex portfolio customization, measure strategy performance, resolve modeling issues, and drive process improvements while mentoring associates and supporting client presentations and due diligence.
Location: Baltimore
Workplace: Hybrid
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Sr. Manager level

Key Responsibilities

  • •Oversee investment activities across complex portfolios, including account customization, interpretation of investment guidelines, compliance issue resolution, and performance oversight.
  • •Serve as an escalation point for portfolio modeling issues and partner with portfolio managers, traders, and business partners to improve processes and operational effectiveness.
  • •Measure strategy performance and collaborate with global trading partners to ensure seamless implementation of investment and trading strategies.
  • •Act as a subject matter expert on portfolio modeling, supporting investment, client service, and operations stakeholders, including client presentations or due diligence as needed.
  • •Lead projects to expand and improve portfolio modeling capabilities, and provide guidance and mentorship to less experienced associates.

Pay and Benefits

Salary: USD 110,000 - 140,000 annually
Perks:Annual BonusRetirementHybrid WorkPaid LeaveFamily Care

Key Requirements

  • •Bachelor’s degree in Business, Finance, Economics, Mathematics, or an equivalent combination of education and relevant experience.
  • •5+ years of T. Rowe Price or related industry experience.
  • •Strong analytical and problem-solving capabilities.
  • •Knowledge of investments, portfolio construction, stock trading, derivatives, and multiple asset classes.
  • •Ability to process information quickly, draw conclusions, and communicate findings clearly.
Experience:5+ yearsAsset managementPortfolio modelingMulti-asset investment strategies
Education:Bachelor's in Business, Finance, Economics, Mathematics
Skills:Problem-solvingCommunicationOrganizational skillsProcess improvementMentorship
Certifications:CFAFRMCAIAMBA

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