Lead Fixed Income Portfolio Investment Analyst

Posted:
9/6/2024, 8:09:48 AM

Location(s):
Baltimore, Maryland, United States ⋅ Maryland, United States

Experience Level(s):
Senior

Field(s):
Finance & Banking

Workplace Type:
Hybrid

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.

SCOPE

The Lead Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions group and is a member of the Global Trading team. The Lead PIA works directly alongside portfolio managers and traders to assist with the day-to-day portfolio implementation and management of accounts and orders. The Lead PIA will also be expected to provide support to the investment process and perform ad-hoc analysis related to the strategies.

PRINCIPAL RESPONSIBILITIES

  • Partner directly with the portfolio management team on the day-to-day modeling of the strategy through exposure monitoring, trade allocations and cash flow management

  • Independently assume coverage for strategies, escalating issues as necessary with pre-established thought process for resolution

  • Coordinate with the analysts, portfolio managers, traders, compliance and legal on portfolio and security transactions

  • Proactively assume responsibility for projects that increase efficiency and promote best practices within the team, reducing risk

  • Serves as a subject matter expert on fixed income modeling when working with various functions and groups within the firm including investments, client services, and operations

  • Manage trading and portfolio manager relationships including coordinating accurate and timely communication of changes across the trading division

  • Work effectively with internal systems designed for portfolio management and trade modeling

  • Monitor portfolio analytics and generate and run accurate orders through the trade cycle

  • Determine accurate interest rate and currency hedging information, and other related daily portfolio functions specific to the desk assigned

  • Guide more junior team members on complex modeling issues

QUALIFICATIONS

Required:

  • 5+ years T. Rowe Price or related experience

  • Bachelor's degree in Business, Finance, Economics, Math

Preferred:

  • Completed, or in pursuit of, advanced degree or CFA, FRM or CAIA

  • Savvy use of technology in combination with a data driven mindset

  • Proficiency in programming languages, such as R or Python, and a demonstrated ability to apply those skills

  • Strong analytical skills and the ability to solve problems

  • Knowledge of investments, portfolios, and financial markets

  • Knowledge of fixed income markets and instruments, including derivatives

  • Ability to quickly process information, draw relevant conclusions, and clearly summarize results

  • Ability to determine priorities, plan, organize, and follow through on assignments

  • Effective written and verbal communication and organizational skills

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.

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:

  • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
  • Flexible and remote work opportunities
  • Health care benefits (medical, dental, vision)
  • Tuition assistance
  • Wellness programs (fitness reimbursement, Employee Assistance Program)

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.

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.