Portfolio Construction Analyst

T. Rowe Price
Baltimore
Workplace: HybridFull timeUSD 107,000 - 194,000 annuallyFunction: Construction, Civil & Site EngineeringExperience: 5+ yearsEducation: bachelorsSkills: ["Analytical skills","Communication","Collaboration","Storytelling with data","Organized analysis"]

Serve as a key resource for the Portfolio Construction Services team, partnering with Portfolio Construction Specialists and relationship managers to produce bespoke asset allocation analyses and commentary. Conduct research, performance reviews, and market and gap analyses to support targeted portfolio construction and investment solutions. Identify improvements to tools and methodologies, develop frameworks and intellectual capital, and provide actionable insights that enhance client retention and asset flow.

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T. Rowe Price
T. Rowe Price
13 hours ago

Portfolio Construction Analyst

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Last checked: 13 hours agoStatus: Live

Job Summary

Serve as a key resource for the Portfolio Construction Services team, partnering with Portfolio Construction Specialists and relationship managers to produce bespoke asset allocation analyses and commentary. Conduct research, performance reviews, and market and gap analyses to support targeted portfolio construction and investment solutions. Identify improvements to tools and methodologies, develop frameworks and intellectual capital, and provide actionable insights that enhance client retention and asset flow.
Location: Baltimore
Workplace: Hybrid
Employment Type: Full time
Job Function: Construction, Civil & Site Engineering
Seniority: Mid level

Key Responsibilities

  • •Collaborate with lead analysts and relationship managers to understand client needs and strategic vision.
  • •Perform analyses to support client guidance on targeted portfolio construction and investment solutions.
  • •Provide consultation and performance reviews to internal audiences, articulating strengths of funds, services, and offers.
  • •Identify strengths and weaknesses in portfolio construction tools and methodologies and recommend improvements.
  • •Stay current on market developments and industry research, and develop analyses, frameworks, and intellectual capital.

Pay and Benefits

Salary: USD 107,000 - 194,000 annually
Perks:Annual BonusRetirementPaid LeaveHybrid Work

Key Requirements

  • •Bachelor's degree (or equivalent combination of education and relevant experience) and 5+ years of total relevant work experience.
  • •Passion for financial markets with familiarity with Modern Portfolio Theory, proven by CFA designation or completion of at least CFA Level 1.
  • •Experience across all asset classes as an investment generalist.
  • •Ability to collaborate effectively across investment, relationship management, and consulting functions.
  • •Demonstrated ability with Excel, preferably building financial models.
Experience:5+ yearsAsset managementWealth managementFinancial markets
Education:Bachelor's
Skills:Analytical skillsCommunicationCollaborationStorytelling with dataOrganized analysis
Certifications:CFA
Tech Stack:ExcelMorningstar DirectAI-enabled tools

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