Investment Specialist – Equities

T. Rowe Price • Baltimore, MD

7d • Remote

About The Position

The primary purpose of the Investment Specialist role is to provide leverage to the investment organization by sharing T. Rowe Price’s investment insights on global equities primarily (but not exclusively) to US Intermediary (USI) prospects, clients, and consultants. As a member of the investment organization, and especially through partnering with Portfolio Specialists and Portfolio Analysts, this individual will maintain subject matter expertise within their asset class. They will be responsible for tying together various investment and market insights of their assigned asset class to develop content and share those perspectives with clients, allowing for more well-informed investment decisions and for more consultative conversations between the TRP sales team and the financial advisors. This role will spend the majority of the time (between 35-50%) traveling in the field and at conferences with the sales teams, supporting T. Rowe Price’s positioning in the market and ongoing sales and client retention efforts.

Requirements

• Minimum of 7-10 years of experience in the investment management industry.
• Relevant experience can include investment research, portfolio analysis, investment consulting, or institutional/intermediary client service.
• Must be willing to travel
• Must have a passion for the investment business with a deep understanding of investment concepts and have a strong working knowledge of investment strategies and tactics.
• Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.
• Exceptional relationship management skills with ability to interact well with investment professionals (internal and external), sales and client service professionals, and institutional/intermediary clients and consultants.
• Strong interpersonal, communication, and presentation skills.
• Demonstrated ability to create compelling presentations that turn complex financial data into visually stimulating and easily digestible graphics/designs.
• Has demonstrated leadership capabilities managing strategy/franchise/or product group.
• Client facing experience.

Nice To Haves

• MBA and/or CFA highly desired (or highly tenured investment individual).
• Relevant asset-class experience desired.
• Ability to work well within a collegial, but fast-paced and unstructured environment.
• Highly motivated and a self-starter who possesses a high level of personal integrity and a passion for achieving competitive results.

Responsibilities

• Maintain broad knowledge of investment perspectives within assigned asset class by attending relevant investment meetings and leveraging insights from the investment staff.
• Partner with the equity Investment Specialists as well as Portfolio Specialist/Portfolio Analyst teams within the Investment Specialist Group to construct presentations and messaging that is broadly reflective of T. Rowe Price’s view of global equities.
• Collaborate with U.S. and international Investment Specialists to create content that will be proactively distributed to the field sales teams on a frequent basis to enable those teams to have informed discussions with their end clients.
• Support the gathering and retention of assets under management by working closely with sales and client service professionals, with a focus on the Broker/Dealer, Registered Investment Advisor (RIA) and Regional Bank distribution channels - though their work may extend to other audiences and channels as needed.
• Serve as an extension of the investment team representing their asset class in meetings with prospects, clients, and consultants.
• In partnership with distribution colleagues, stay up to date on T. Rowe Price’s broader investment offerings to consult on client needs and potentially match with a T. Rowe Price product offering.
• When necessary, handoff to Portfolio Analyst or Portfolio Specialist when additional depth is required on any given strategy.
• Provide education to internal staff in one-on-one or group settings as appropriate.

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed