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 a member of the investment organization. The primary role of the Portfolio Specialist is to support portfolio managers and investment teams by representing them in meetings and communications with institutional prospects, clients, consultants, and internal staff.
A primary objective of the role is to minimize the amount of time spent by portfolio managers and their investment teams meeting and communicating with prospects, clients, and consultants; enabling portfolio management teams to place maximum focus on the investment process, while at the same time helping to ensure that the firm excels in its sales and client service efforts.
The Portfolio Specialist works closely with sales, consultant relations, client service and other internal staff to communicate relevant information regarding the investment strategies supported; including reviewing investment performance, portfolio composition and characteristics, rationale for holdings, investment decisions, etc. The Portfolio Specialist is accompanied by sales and client service professionals in meetings and presentations and participates with registered personnel in meetings and presentations regarding all vehicles related to the strategies.
Responsibilities
- Supports the gathering and retention of assets under management by working closely with sales and client service professionals. Serves as the representative of the portfolio manager or as a member of the investment team in meetings with institutional and intermediary prospects, clients, and consultants. Travel to support these activities is required.
- Maintains in-depth knowledge of investment strategies covered. Attend investment meetings, read research reports, utilize information services, etc. to maintain knowledge base required to successfully represent portfolio managers and investment strategies covered.
- Serve as the expert for investment strategies covered. Provide investment strategy and performance context, voice, and messaging guidance to internal staff, including portfolio analysts, institutional writers, and other staff responsible for producing and delivering content to internal and external audiences.
- Provide investment strategy education to internal staff in one-on-one or group settings as appropriate.
Qualifications
Required:
- Undergraduate degree from an accredited institution and 10 years of relevant work experience.
- Must have a passion for the investment business with a deep understanding of investment concepts and have a strong working knowledge of value style investment strategies and tactics.
- Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.
- Must possess exceptional relationship management skills and work well with portfolio managers, other investment professionals, and sales and client service professionals.
- Willingness to travel with an expectation of 20-30% of time spent.
- Must possess strong interpersonal, communication, and presentation skills.
- Must work well within a collegial, but fast-paced environment.
- Must work well in an unstructured environment.
- Must be highly motivated and a self-starter.
- Passion for achieving competitive results.
- Possess a high level of personal integrity.
- Must possess a service orientation.
- High energy level and drive to succeed coupled with the poise and temperament necessary to work effectively in a team environment.
Preferred:
- Minimum of 10 years of experience in the investment management industry. Relevant experience can include portfolio management, investment research, investment consulting, or institutional/intermediary client service. Previous experience working with value-style equity strategies is preferred. MBA and/or CFA highly desired.
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.
$175,000.00-$275,000.00 for the location of: Maryland, Colorado, Washington and remote workers$175,000.00-$275,000.00 for the location of: Washington, D.C.
$175,000.00-$275,000.00 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
- Undergraduate degree from an accredited institution and 10 years of relevant work experience
- Strong working knowledge of value style investment strategies
- Exceptional relationship management skills
- Strong interpersonal, communication, and presentation skills
- Willingness to travel 20-30% of the time
- Minimum of 10 years experience in the investment management industry
- Relevant experience in portfolio management, investment research, investment consulting, or client service
- MBA and/or CFA
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.
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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.
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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.
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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.
