Portfolio Investment Analyst - Equity

T. Rowe Price • Baltimore, MD

2d • $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 investment strategies.

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, with the ability to apply these 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 the portfolio management team on daily 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
• Annual bonus eligibility
• 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