Posted in General Business 30+ days ago.
Type: Full-Time
Location: Baltimore, Maryland
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
The primary role of the Portfolio Specialist is to support portfolio managers across a range of fixed income strategies, by representing them in meetings and communications with institutional and intermediary prospects, clients, consultants, and internal staff.
This specialist will be the lead on the Emerging Market Bond and Emerging Market Corporate Bond strategies as well as providing regional support for other Emerging Market debt strategies. They will also be conversant on fixed income markets generally. This role will require collaboration with other specialists located in our London and APAC offices.
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 owns the message of strategies supported and works closely with portfolio analysts, institutional writers, and other internal staff to ensure that all communications, marketing materials, RFP responses, etc. are current and accurate.
The specialist is required to travel to meet with clients, prospects and consultants primarily in the US but potentially also in other regions. Given the global nature of our EM debt team, some travel to other investment offices will be necessary in order to stay connected with the investment teams.
The Portfolio Specialist also 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.
Principal Responsibilities:
Support the gathering and retention of assets under management by working closely with sales and client service professionals. Serve as the representative of the portfolio manager in meetings with institutional and intermediary prospects, clients, and consultants.
Maintain 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.
TYPICAL QUALIFICATIONS:
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Work Flexibility
This role is eligible for remote work up to two days a week.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
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Commitment to Diversity, Equity, and Inclusion:
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.
Benefits: We invest in our people through a wide range of programs and benefits, including:
Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.
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