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
The Portfolio Specialist is part of the Investment Division and is a key member of the investment team. The position is a critical link between portfolio management, distribution, clients, and broader business partners. It requires deep investment expertise, strong commercial judgement, and close collaboration with portfolio managers to help position, represent, and develop our capabilities.
In partnership with the PMs, the Portfolio Specialist acts as the strategic lead for the investment messaging across assigned strategies. The role is both investment-led and client facing, where the Portfolio Specialist coordinates the success of potential opportunities by working closely with a team of portfolio analysts, institutional writers, RFP editors and other associates, as well as playing a key role with the asset retention of existing clients and business development initiatives.
The role requires the ability to drive high-impact engagements with clients and prospects to better understand their specific needs and propose potential solutions around existing capabilities, and to translate insights into clear, compelling messages for clients, prospects, consultants, and internal stakeholders.
For this position, the Portfolio Specialist will initially lead the promotion of the US Mid-Cap Growth Equity strategy with an expectation of expanded small and mid-cap strategy coverage in due course. The strategies operate within T. Rowe Price Investment Management. It will require at the onset a commercial mindset and a willingness to educate our clients on our investment approach, to service a large book of investors, as well as being able to present our capabilities both internally and externally.
Responsibilities
- Serve as the primary US Mid-Cap Growth Equity portfolio specialist contributing to portfolio, market, performance, client, and product discussions.
- Alongside the portfolio managers, own the strategy’s commercial and investment narrative, ensuring clear, consistent and compelling messaging for diverse audiences.
- Build deep partnerships with portfolio managers to accurately represent their process, positioning, and investment views.
- Act as an equity expert, articulating investment philosophy, process, portfolio positioning, performance, risk profile, competitive positioning, and investment relevance for clients.
- Drive commercial growth through client engagement, prospecting, consultant support, marketing, and distribution partnership. Shape solutions, content, and positioning that connect investment insights to evolving client needs.
- Lead effort with distribution on marketing and PR activities, as well as client events, related to US Mid-Cap Growth Equity.
- Travel regularly in North America to support the investment team and distribution efforts.
- The position location is preferably based in Baltimore.
What this role offers
This role is ideal for someone who enjoys sitting at the intersection of investment management, client engagement, and business development. You will work side by side with portfolio managers, develop deep expertise in T. Rowe Price Investment Management’s equity capabilities, influence commercial outcomes, and drive business growth, thereby contributing directly to the evolution and success of a strategic franchise.
Qualifications
Required:
- Prior experience with US equity strategies, preferably with US mid-cap growth equities and/or US small and mid-cap equities.
- Demonstrated ability to communicate complex investment concepts clearly to a wide range of audiences.
- Proven ability to navigate global investment organizations and collaborate effectively with portfolio managers, investment professionals, product, marketing, sales, and client service teams.
- High level of energy and leadership, with a track record of supporting commercialization efforts and driving initiatives to completion in a team-oriented environment.
- Comfortable using AI-enabled tools and workflows for analysis, data aggregation, and content generation, while maintaining responsibility for validation, interpretation, and quality control.
Preferred:
- Minimum of 10 years of investment experience in a similar role, portfolio management, investment research, investment consulting, or institutional client service.
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.
$200,000.00-$300,000.00 for the location of: Maryland, Colorado, Washington and remote workers$200,000.00-$300,000.00 for the location of: Washington, D.C.
$200,000.00-$300,000.00 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
- Prior experience with US equity strategies, preferably US mid-cap growth equities and/or US small and mid-cap equities
- Ability to communicate complex investment concepts clearly to diverse audiences
- Ability to navigate global investment organizations and collaborate with portfolio managers, investment professionals, product, marketing, sales, and client service teams
- High energy and leadership with a track record of supporting commercialization efforts and driving initiatives to completion in a team-oriented environment
- Comfort using AI-enabled tools and workflows for analysis, data aggregation, and content generation, with responsibility for validation, interpretation, and quality control
- At least 10 years of investment experience in a similar role, portfolio management, investment research, investment consulting, or institutional client service
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.
