Portfolio Investment Analyst - Equity

T. Rowe Price • Baltimore, MD

15h • Hybrid

About The Position

The Portfolio Investment Analyst (PIA) works within the Investment and Trading Solutions Group as a member of the 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 conducts ad hoc analysis related to the strategies.

The PIA facilitates advanced trading processes, helps resolve order-entry issues, and partners with portfolio managers on strategy modeling, including exposure monitoring, trade allocations, and cash flow management. The role uses internal portfolio management and trade modeling systems, coordinates portfolio and security transactions with analysts, portfolio managers, traders, compliance, and legal, and monitors portfolio analytics and orders throughout the trade cycle. This role is eligible for hybrid work, with up to one day per week from home.

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 these concepts to practical portfolio problems.
• 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

• 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 management teams on day-to-day strategy modeling, including exposure monitoring, trade allocations, and cash flow management.
• Work with internal systems designed for portfolio management and trade modeling.
• Coordinate portfolio and security transactions with analysts, portfolio managers, traders, compliance, and legal.
• Monitor portfolio analytics and generate and manage accurate orders throughout the trade cycle.
• Support the investment process and perform ad hoc analysis related to the 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