Senior Multi-Asset Portfolio Investment Analyst TRPIM
About The Position
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary This Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and Trading Solutions Group and is a collaborative member of the TRPIM investment process. The PIA works directly alongside 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
- Bachelor's degree in business, Finance, Economics, Math
- 5+ years of T. Rowe Price or related experience
- Thorough knowledge in fixed income/equity 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 fixed income/equity portfolios
- Understanding of ETFs and Separately Managed Accounts/Model Delivery (SMA) products
- Experience extracting, transforming, and manipulating data, with a strong understanding of APIs (REST, SOAP), relational databases, JSON, XML
- Programming experience in R and another language (Python, C/C++)
Responsibilities
- 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 run accurate orders through the trade cycle
- Determine accurate interest rate and currency hedging information, and other related daily portfolio functions
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
