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  • Lead Analyst, Investment Solutions/Portfolio…

    T. Rowe Price (Baltimore, MD)



    Apply Now

    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, y ou can expect opportunities to create real impact at work and in your community. Y ou’ll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you’ll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .

     

    Join us for the opportunity to g row and make a difference in ways that matter to you .

     

    Role SummaryThis role provides advanced analytical expertise to deliver tailored competitor insights that help relationship managers generate sales opportunities with intermediary clients. Key focus areas include:

     

    + Delivering competitive analytics and investment strategy training in individual and group settings

    + Leading product-specific discussions with sales teams and clients, covering T. Rowe Price and non-T. Rowe Price strategies

    + Driving special projects to uncover sales opportunities and scale services

    + Supporting and promoting focus strategies and strategic partner opportunities

    + Maintaining alignment and deep knowledge of the firm’s distribution strategy and tactics

    Responsibilities

    + Partner with relationship managers to evaluate client needs and deliver tailored competitor and market insights that aligns with their needs.

    + Contribute to the development and refinement of tools, methodologies, and intellectual capital. Support the scaling and commercialization of services and ensure clients derive maximum value from these resources.

    + Stay current on investment themes, industry research, and market trends. Build networks across the firm and broader industry, leveraging insights to enhance team processes and elevate collective expertise.

    + Mentor junior colleagues on portfolio construction and effective use of tools.

    + Represent the firm at industry and client events to enhance market visibility.

    QualificationsRequired:

    + Bachelor's degree or the equivalent combination of education and relevant experience AND

    + Minimum 8 years of relevant investment or analytical experience

    Preferred:

    + CFA or progress toward designation

    + Broad investment knowledge across asset classes; manager research experience a plus

    + Familiarity with tools like Morningstar, eVestment, or similar analytical tools

    + Strong communication skills with the ability to translate data into actionable insights

    + Deep understanding of U.S. investment distribution channels and products

    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 two days per week from home.

     

    Base Salary Ranges

     

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

     

    $104,000.00 - $189,000.00 for the location of: Maryland, Colorado, Washington and remote workers

     

    $104,000.00 - $189,000.00 for the location of: Washington, D.C.

     

    $104,000.00 - $189,000.00 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. (https://www.troweprice.com/corporate/us/en/careers/benefits.html)

     

    T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

     


    Apply Now



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