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Form of workROLE SUMMARY
The Lead Portfolio Analyst (PA) serves as a subject matter expert for their assigned T. Rowe Price investment strategy(s) and a representative of those investment portfolios across the firm. The Lead PA is primarily responsible for analyzing investment portfolios and developing in-depth institutional-level portfolio analysis, messaging, and content to inform key stakeholders. The Lead PA leverages the time of both the portfolio manager and portfolio specialist while working to ensure the consistency, accuracy, and integrity of investment messages across all regions, distribution channels, and audiences. Analysis and content developed by the Lead PA supports the firm's efforts to provide outstanding client service and to gather and retain assets. The Lead PA must continuously grow and adapt to meet changing demands and a wide range of requests for support as markets, strategy lifecycles, and performance cycles evolve over time. The Lead PA must excel at working independently, collaborating with key professionals, and leading projects to completion. The role is responsible for representing the investment divisions on project teams and collaborating effectively with various groups across the enterprise. As a senior member of the team, the associate in this role is expected to act as a leader in the group by proactively improving the group's analytical methodology, enhancing information and spearheading group initiatives.
Principal Responsibilities
Research & Analysis
- Conduct analysis on assigned investment strategies while incorporating financial market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning to support the needs of the portfolio manager or portfolio specialist. Research conducted by the Lead PA will often provide direct support for marketing, sales, and client service efforts.
- Create custom analysis either to anticipate client concerns or to respond to client inquiries in a time sensitive environment on a global scale.
- Maintain knowledge necessary to act as a subject matter expert on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers. Subject matter expertise is used to support existing strategies and may be used to bolster new product initiatives.
- Create quality and nuanced investment messaging to effectively communicate and position results of analysis and inform key stakeholders. Messages are appropriately tailored for specific audiences and regions.
- Develop and deliver quarterly strategy updates to inform the enterprise of investment results and views on assigned strategies.
- Maintain expertise on multiple investment data applications to extract investment data and conduct analysis.
Provide Leverage to Other Investment Professionals
- Represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions.
- Act as an authoritative investment resource for content creation including custom presentations, exhibits, and analysis (i.e. mini kits, capital market decks, matrixes, new product collateral, etc.) used by investment staff, portfolio specialists and other business units, including distribution. Content is often appropriately tailored to applicable audience and region.
- Represent investment staff's perspective on sales and marketing collateral; this can include development, review and/or sign-off responsibilities.
- Potentially participate and/or lead client meetings and/or client investment reviews, depending on coverage area and business needs.
Franchise & Asset Class Support
- Maintain relationships necessary to navigate an often-complex organizational structure and evolving regulatory environment to respond to client needs.
- Contribute to an informed salesforce by providing general education, onboarding, one-on-one coaching, and the facilitation of quarterly meetings with distribution associates. Messages are often appropriately tailored to business unit and region.
- Educate and train diverse teams within T. Rowe Price on capital markets, investments, economics, asset classes, and investment portfolios. Messages are often appropriately tailored to business unit and region.
- Provide franchise support on RFPs as well as written commentaries on assigned strategy coverage.
- Support the full sales cycle (obtain consultant ratings, prospecting, sales meeting preparation, real-time sales, finals, and client service meeting follow-up, client retention inquiries).
- Help raise and maintain brand awareness globally by working with marketing, PR, distribution, and other enterprise groups.
- Mentor new and junior members of the team.
PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS
Typical Qualifications:
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 8+ years of total relevant work experience
Preferred Qualifications:
- 8+ years of investment experience
- CFA and/or Master's degree
- Asset class expertise
- Significant institutional and/or intermediary investor experience
- Outstanding analytical skills, including the use of Excel
- Strong communication skills
- Can work independently on analysis and messaging
- Can navigate the organization and build relationships
- Can lead and drive analytical projects to successful conclusions
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.
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, colour, 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.
