Portfolio Investment Analyst - Equity

T. Rowe Price • Baltimore, MD

19h • $80,000 - $95,000 • Hybrid

About The Position

The Portfolio Investment Analyst (PIA) is part of the Investment and Trading Solutions Group and Global Trading team. The role works directly with Equity and Multi-Asset portfolio managers and traders to support day-to-day portfolio modeling and account and order management. The analyst also supports the investment process and performs ad hoc analysis related to the strategies.

The position is based in Baltimore, Maryland, and is eligible for a hybrid schedule with up to one day per week working from home. The listed base salary range is $80,000–$95,000. Employees may also be eligible for a discretionary bonus based on company and individual performance.

Requirements

• A degree in business, finance, quantitative finance, economics, or a scientific field.
• At least 2 years of investment experience.
• Thorough knowledge of equity, derivative, and fixed-income analytics, and the ability to apply those concepts to practical portfolio problems.
• Strong interpersonal skills and the ability to work within teams.
• High motivation and attention to detail.
• 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

• Working knowledge of the portfolio management process.
• Progress toward an MBA, MS in Finance, or CFA designation.
• Direct experience with equity portfolios.

Responsibilities

• Serve as the go-to person for advanced order entry for traders and portfolio investment analysts.
• Facilitate advanced trading processes, including resolving order-entry issues.
• Partner with portfolio managers on day-to-day strategy modeling, including exposure monitoring, trade allocations, and cash flow management.
• Use internal systems for portfolio management and trade modeling.
• Coordinate portfolio and security transactions with analysts, portfolio managers, traders, compliance, and legal teams.
• Monitor portfolio analytics and generate and manage accurate orders throughout the trade cycle.
• Support the investment process and perform ad hoc analysis related to strategies.

Benefits

• Competitive compensation and discretionary bonus eligibility.
• Generous retirement plan.
• Hybrid work schedule and flexible or remote work opportunities.
• Health and wellness benefits, including medical, dental, and vision coverage, online therapy, fitness reimbursement, and an Employee Assistance Program.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.
• Employee stock purchase plan with matching contributions.
• Tuition assistance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level