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
Join a team responsible for modeling, replicating, and implementing portfolio managers' investment ideas across related funds and client portfolios while ensuring adherence to client guidelines and projected cash flow requirements.
The Lead Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions Group and is a member of the Global Trading team. The Lead PIA works directly alongside Equity and Multi-Asset portfolio managers and traders and serves as a senior technical expert and team leader, leveraging deep portfolio modeling expertise to support investment implementation, drive process improvements, and influence key stakeholders across the organization.
Responsibilities
- Oversee investment activities across complex portfolios, including account customization, interpretation of investment guidelines, compliance issue resolution, and performance oversight.
- Serve as an escalation point for portfolio modeling issues and partner with portfolio managers, traders, and internal business partners to improve processes, strategy execution, and operational effectiveness.
- Measure strategy performance and collaborate with global trading partners to ensure seamless implementation of investment and trading strategies.
- Serve as a subject matter expert on portfolio modeling, supporting investment, client service, and operations stakeholders and participating in client presentations or due diligence activities as needed.
- Lead projects that enhance research, development, collaboration, and the continued expansion of portfolio modeling capabilities.
Provide guidance and mentorship to less experienced associates, influence change across teams, and contribute to recruiting, development, and talent initiatives.
Qualifications
Required:
- Bachelor's degree in Business, Finance, Economics, Mathematics, or the equivalent combination of education and relevant experience.
- 5+ years of T. Rowe Price or related industry experience.
- Strong analytical and problem-solving capabilities.
- Knowledge of investments, portfolio construction, stock trading, derivatives, and multiple asset classes.
- Ability to quickly process information, draw relevant conclusions, and communicate findings clearly.
- Strong written, verbal, and organizational communication skills.
- Demonstrated ability to leverage technology and data-driven approaches to support investment analysis and decision-making.
- Progress toward or completion of CFA, FRM, CAIA, MBA, or other advanced finance-related credentials.
- Experience serving as a subject matter expert for portfolio modeling, investment implementation, or portfolio construction activities.
- Experience leading projects, implementing process improvements, and influencing stakeholders across functions.
- Experience working with global trading partners and multi-asset investment strategies.
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.
$110,000.00-$140,000.00 for the location of: Maryland, Colorado, Washington and remote workers$110,000.00-$140,000.00 for the location of: Washington, D.C.
$110,000.00-$140,000.00 for the location of: New York, California
Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
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. Here, you can expect equal opportunity and fair and consistent treatment for all.
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.
Skills Required
- Bachelor's degree in Business, Finance, Economics, Mathematics, or equivalent education and relevant experience
- 5+ years of T. Rowe Price or related industry experience
- Strong analytical and problem-solving capabilities
- Knowledge of investments, portfolio construction, stock trading, derivatives, and multiple asset classes
- Ability to quickly process information, draw relevant conclusions, and communicate findings clearly
- Strong written, verbal, and organizational communication skills
- Ability to leverage technology and data-driven approaches to support investment analysis and decision-making
- Progress toward or completion of CFA, FRM, CAIA, MBA, or another advanced finance-related credential
- Subject-matter expertise in portfolio modeling, investment implementation, or portfolio construction
- Experience leading projects, implementing process improvements, and influencing cross-functional stakeholders
- Experience working with global trading partners and multi-asset investment strategies
T. Rowe Price Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about T. Rowe Price and has not been reviewed or approved by T. Rowe Price.
-
Retirement Support — Retirement offerings are positioned as a standout, including strong 401(k) matching/contributions and related long-term savings features. Employee stock purchase options are also cited as part of the overall rewards structure that adds value beyond base pay.
-
Leave & Time Off Breadth — Time-off benefits are repeatedly framed as generous, including sizeable PTO allotments and multiple paid-leave categories. This breadth of leave is described as a meaningful component of the overall rewards package.
-
Career-Linked Recognition & Rewards — Annual bonuses and performance-linked rewards are described as common components of total compensation. Tuition assistance and development support are also presented as rewards that reinforce longer-term career growth.
T. Rowe Price Insights
What We Do
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. Headquartered in Baltimore, Maryland, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors. At T. Rowe Price, we believe in strategic investing. It has guided how we do business for more than 80 years, and it’s driven by independent thinking and rigorous research. So our clients can be confident that we’ll strive to select the right investments as we help them achieve their objectives. Strategic investing means that we don’t stop at surface level analysis. Instead, we go beyond the numbers. Our investment professionals travel the world, visiting the companies they evaluate. It’s this passion for exploration and understanding that has helped inform better decision-making and prudent risk management for our clients since its founding by Thomas Rowe Price Jr. in 1937.
.png)
