Portfolio Specialist– U.S. Large-Cap Value Equities

T. Rowe Price • Baltimore, MD

1d • Hybrid

About The Position

T. Rowe Price is a premier global asset management organization with over 85 years of experience, providing investment solutions and a broad range of equity, fixed income, and multi-asset capabilities. The firm takes an active, independent approach to investing, aiming to help clients thrive. The company emphasizes a collaborative culture that values diversity and offers resources, compensation, benefits, and flexibility to enrich associates' lives. The Portfolio Specialist is a member of the investment organization, primarily supporting portfolio managers and investment teams by representing them in meetings and communications with institutional prospects, clients, consultants, and internal staff. A key objective is to minimize the time portfolio managers spend on these communications, allowing them to focus on the investment process while ensuring excellent sales and client service. The specialist collaborates with sales, consultant relations, and client service teams to convey information about investment strategies, including performance, portfolio composition, holdings rationale, and investment decisions. They participate in meetings and presentations with registered personnel regarding all strategy-related vehicles.

Requirements

• Undergraduate degree from an accredited institution and 10 years of relevant work experience.
• Must have a passion for the investment business with a deep understanding of investment concepts and have a strong working knowledge of value style investment strategies and tactics.
• Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.
• Must possess exceptional relationship management skills and work well with portfolio managers, other investment professionals, and sales and client service professionals.
• Willingness to travel with an expectation of 20-30% of time spent.
• Must possess strong interpersonal, communication, and presentation skills.
• Must work well within a collegial, but fast-paced environment.
• Must work well in an unstructured environment.
• Must be highly motivated and a self-starter.
• Passion for achieving competitive results.
• Possess a high level of personal integrity.
• Must possess a service orientation.
• High energy level and drive to succeed coupled with the poise and temperament necessary to work effectively in a team environment.

Nice To Haves

• Minimum of 10 years of experience in the investment management industry. Relevant experience can include portfolio management, investment research, investment consulting, or institutional/intermediary client service.
• Previous experience working with value-style equity strategies is preferred.
• MBA and/or CFA highly desired.

Responsibilities

• Supports the gathering and retention of assets under management by working closely with sales and client service professionals.
• Serves as the representative of the portfolio manager or as a member of the investment team in meetings with institutional and intermediary prospects, clients, and consultants. Travel to support these activities is required.
• Maintains in-depth knowledge of investment strategies covered. Attend investment meetings, read research reports, utilize information services, etc. to maintain knowledge base required to successfully represent portfolio managers and investment strategies covered.
• Serve as the expert for investment strategies covered. Provide investment strategy and performance context, voice, and messaging guidance to internal staff, including portfolio analysts, institutional writers, and other staff responsible for producing and delivering content to internal and external audiences.
• Provide investment strategy education to internal staff in one-on-one or group settings as appropriate.

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: Senior