Lead Portfolio Investment Analyst

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.

The Portfolio Investment Analyst (PIA) partners closely with Portfolio Managers and Traders to support the day‑to‑day implementation and management of investment portfolios. The role applies investment and portfolio analytics to support portfolio construction, implementation, and monitoring across Equity, Fixed Income, and/or Multi‑Asset strategies. The PIA plays a critical role in supporting the investment process and ensuring portfolios are managed in line with client objectives and investment guidelines.

Key Responsibilities

Partner with Portfolio Managers and Traders on the day‑to‑day implementation and management of portfolios

Apply portfolio and investment analytics to monitor exposures, risks, and portfolio characteristics

Support portfolio modeling activities, including trade allocations, cash flow management, and exposure analysis

Work with internal systems designed for portfolio management and trade modeling

Monitor portfolio analytics and support the generation and execution of accurate orders through the trade cycle

Coordinate with analysts, traders, compliance, legal, and other partners on portfolio and security transactions

Provide analytical support to the investment process, including ad‑hoc analysis related to investment strategies

Contribute to continuous improvement of portfolio implementation processes and controls

Qualifications

Required

Bachelor’s degree in Business, Finance, Economics, Math, or a related field

5+ years of relevant investment or financial services experience, with some experience in a similar analytical role e.g. Portfolio Implementation, PM Assistant or Middle Office with an interest in moving into this area

Strong foundation in investment and portfolio management concepts

Analytical mindset with the ability to apply quantitative concepts to practical portfolio problems

Strong attention to detail and ability to manage multiple priorities

Expert in MS Excel and experienced using AI tools e.g. Co-Pilot

Effective written and verbal communication skill, able to communicative effectively with all areas of the business, and confidently pitch ideas

Ability to work collaboratively in a fast‑paced investment environment, and flexibly when priorities require

High level of ownership and accountability

Ability to work with urgency while maintaining strong attention to detail and commitment to delivering high-quality, client-focused outcomes with an investment oriented approach

Preferred

Progress toward or completion of an MBA, MS in Finance, or CFA designation

Prior experience supporting Equity or Multi‑Asset portfolios

Experience working with portfolio management, analytics, or trading systems e.g. Charles River

Coding skills in Python would be an advantage.

Work Flexibility:

This position is eligible for hybrid working up to one day per week (usually Friday)

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.