Portfolio Analyst

Role Summary

The Portfolio Analyst (PA) serves as a subject matter resource for assigned T. Rowe Price investment strategies and represents those portfolios across the firm. The PA is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to inform key stakeholders. The PA leverages the time of portfolio managers, portfolio specialists, and senior analysts while ensuring consistency, accuracy, and integrity of investment messaging.

Responsibilities

• Research & Analysis
• Conduct portfolio analysis incorporating market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning.
• Execute responsibilities using AI-enabled analytics and automation to aggregate data, perform recurring analysis, identify comparisons, and generate initial analytical outputs, subject to appropriate human review.
• Create custom, time-sensitive analysis by refining and validating outputs to ensure analytical accuracy, consistency, and alignment with approved investment messaging.
• Build and maintain subject matter knowledge of assigned portfolios, benchmarks, peers, and portfolio manager positioning through ongoing analysis, interaction with investment partners, and review of investment materials.
• Support the preparation of quarterly strategy updates with senior review and guidance.
• Provide Leverage To Other Investment Professionals
• Support portfolio managers and specialists in responding to client, consultant, and internal inquiries.
• Aid in the creation of presentations, exhibits, and analysis; identify and employ opportunities to leverage AI to improve speed, consistency, and scalability of outputs.
• Franchise & Asset Class Support
• Support RFPs and written commentaries ensuring outputs are aligned with approved content and reviewed for accuracy.
• Participate in education, onboarding, and training efforts to build understanding of investment strategies, markets, and asset classes.

Qualifications

• Bachelor’s degree or equivalent experience
• 2+ years of relevant work experience
• Proven analytical and communication skills
• Progress towards or has CFA and/or Master's degree
• Fixed Income investment experience
• Demonstrated interest in and comfort with using AI-enabled tools, automation, or analytics to execute analytical and content-related work efficiently and responsibly
• FINRA Requirements: FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes.

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured Employee Benefits To Enrich Your Life 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 Learn More About Our Benefits.