Senior Portfolio Investment Analyst – Equity
About The Position
The Senior Portfolio Investment Analyst (PIA) is part of the Investment and Trading Solutions group and works directly with portfolio managers and traders to support day-to-day portfolio modeling and account and order management. The role also supports the investment process and performs ad-hoc analysis related to the strategies. The PIA partners with portfolio management on strategy modeling, including exposure monitoring, trade allocations, and cash flow management. The role uses internal portfolio management and trade modeling systems, coordinates with analysts, portfolio managers, traders, compliance, and legal on portfolio and security transactions, and monitors portfolio analytics while generating and running orders through the trade cycle. The PIA also determines interest-rate and currency hedging information and performs other related daily portfolio functions. This role is eligible for hybrid work, with up to one day per week from home. U.S. applicants must have work authorization that does not now or in the future require visa sponsorship. FINRA licenses are not required and will not be supported for this role.
Requirements
- Bachelor’s degree in Business, Finance, Economics, or Math, or an equivalent combination of education and relevant experience.
- At least 3 years of T. Rowe Price or related experience.
- Thorough knowledge of equity analytics and the ability to apply concepts to practical portfolio problems.
- Savvy use of technology combined with a data-driven mindset.
- Strong interpersonal skills and 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 toward an MBA, MS in Finance, or CFA designation.
- Direct experience with equity portfolios.
- ETF and/or fixed-income experience.
- Working knowledge of the portfolio management process.
Responsibilities
- Partner directly with the portfolio management team 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 with 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 perform other related daily portfolio functions.
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
