Lead Portfolio Investment Analyst

T. Rowe Price-posted 3 months ago
$115,000 - $135,000/Yr
Full-time • Mid Level
Baltimore, MD
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The Lead Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions group. The PIA works directly alongside portfolio managers and traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The primary purpose of the role is to use their knowledge of the portfolio investment strategy and client requirements to oversee each account’s investment activities. This includes account customization, interpreting account guidelines, resolves compliance issues and oversees performance composites. The incumbent will liaise and partner with client-facing staff to pro-actively represent portfolio strategy, model account implementation and investment related issues, as well as increase visibility of the department within the firm. Having mastered the daily workflow of a single asset class, the Lead PIA will leverage their expertise and assume additional multi-asset responsibilities.

  • Independently assumes coverage for strategies, escalating issues as necessary with pre-established thought process for resolution.
  • Guides more junior team members on more complex modeling issues.
  • Proactively assumes responsibility for projects that increase efficiency and promote best practice within the team, reducing risk.
  • Most senior individual contributor with strong understanding of the portfolio modeling processes.
  • Serves as proxy/back up to Team Lead.
  • Demonstrates sound judgement and problem solving to address quick strike issue containment, resolution and prevention, as well as long term technological outlook and implementation.
  • Manage trading and portfolio manager relationships including coordinating accurate and timely communication of changes across the trading division.
  • Measure strategy performance and work with global trading partners to ensure seamless implementation of investment and trading strategies.
  • Serves as a subject matter expert on modeling when working with various functions and groups within the firm including investments, client service, and operations.
  • May be involved in client presentations and/or due diligence meetings as necessary.
  • Engage in advanced project work to further the team’s research, development, and collaboration efforts.
  • Establishes and maintains understanding of Portfolio Manager’s investment process.
  • Works with traders to determine process for implementation of new accounts and consults with traders on behalf of Portfolio Managers to resolve trading issues.
  • Communicates with other PIA’s on the Baltimore, London and Hong Kong trading desks regarding trades, accounts and best practices.
  • Works with Compliance and Legal to clarify and resolve investment strategy issues and determine best method for tracking compliance with those requirements.
  • Bachelor's degree in Business, Finance, Economics, or Math or the equivalent combination of education and relevant experience.
  • 3+ years T. Rowe Price or related experience.
  • Prior experience with Equity OR Fixed Income Portfolios.
  • Savvy use of technology in combination with a data driven mindset.
  • Strong analytical skills and the ability to solve problems.
  • Ability to quickly process information, draw relevant conclusions, and clearly summarize results.
  • Ability to determine priorities, plan, organize and follow-through on assignments.
  • Effective written and verbal communication and organizational skills.
  • Project management experience.
  • Progress towards an MBA, MS in Finance, or CFA designation.
  • Knowledge of derivatives and multiple asset classes.
  • 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.
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