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About the Role

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.

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

Requirements

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 communicate 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

Skills

MS Excel
AI tools e.g. Co-Pilot
Python

Location

Hybrid

Work Type

Hybrid

Experience Level

5+ years

Education Level

Bachelor’s degree
MBA
MS in Finance
CFA designation

About the Company

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term.