Portfolio Investment Analyst – Equity

T. Rowe Price • Baltimore, MD

10d • Hybrid

About The Position

This Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions Group and is a member of the Global Trading team. The PIA works directly alongside Equity and Multi-Asset portfolio managers and traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also be expected to provide support to the investment process and perform ad-hoc analysis related to the strategies.

Requirements

• Business, finance, quantitative finance, economics or scientific degree with 2+ years of investment experience.
• Thorough knowledge in equity, derivative and fixed income analytics, along with the ability to apply the concepts to solve practical portfolio problems.
• Working knowledge of portfolio management process is a significant advantage.
• Strong interpersonal skills and the ability to work within teams.
• Highly self-motivated and detail-oriented.
• Ability to manage complex tasks and individual deliverables
• Strong project management skills
• Ability to think creatively under a wide range of deadlines

Nice To Haves

• Progress towards an MBA, MS in Finance, or CFA designation.
• Direct experience with equity portfolios

Responsibilities

• Act as the go to person on advanced order entry for traders and portfolio investment analysts
• Responsible for facilitating advanced trading processes from order entry issue resolution
• Portfolio Modeling: Partner directly with the portfolio management team on the day-to-day modeling of the strategy through exposure monitoring, trade allocations and cash flow management.
• Work with internal systems designed for portfolio management and trade modeling
• Coordinate with the analysts, portfolio managers, traders, compliance and legal on portfolio and security transactions
• Monitor portfolio analytics and generate and manage accurate orders through the trade cycle

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: Mid Level