About the Role
The Portfolio Specialist is a critical link between portfolio management, distribution, clients, and broader business partners, requiring deep investment expertise and strong commercial judgment to help position, represent, and develop investment capabilities.
Responsibilities
- Serve as a core member of the US Growth Equity and the Global Tech Equity teams, contributing to portfolio, market, performance, client, and product discussions.
- Own the strategy’s commercial and investment narrative, ensuring clear, consistent and compelling messaging for diverse audiences.
- Build deep partnerships with portfolio managers to accurately represent their process, positioning, and investment views.
- Act as an Equity expert, articulating investment philosophy, process, position, performance, risk profile, competitive positioning, and investment relevance for clients.
- Drive commercial growth through client engagement, prospecting, consultant support, marketing, and distribution partnership.
- Shape solutions, content, and positioning that connect investment insights to evolving client needs.
- Lead effort with distribution on marketing and PR activities, as well as clients’ events, related to US and Global Tech equities.
- Travel regularly to Baltimore and EMEA to support investment team and distribution efforts.
Requirements
- Minimum of 10 years of buy-side experience in a similar role, portfolio management, investment research, investment consulting, or institutional client service.
- Prior experience with fundamental US Equity and Global Tech equity strategies.
- Demonstrated ability to communicate complex investment concepts clearly to a wide range of audiences.
- Proven ability to navigate global investment organizations and collaborate effectively with portfolio managers, investment professionals, product, marketing, sales, and client service teams.
- High level of energy and leadership, with a track record of supporting commercialization efforts and driving initiatives to completion in a team-oriented environment.
- Comfortable using AI-enabled tools and workflows for analysis, data aggregation, and content generation, while maintaining responsibility for validation, interpretation, and quality control.
- English language proficiency is essential.
- Other European languages are optional.
Skills
- Investment expertise
- Commercial judgement
- Client engagement
- Business development
- Equity expert
- AI-enabled tools
Location
- Baltimore
- EMEA
Work Type
- Full-time
Experience Level
- Minimum of 10 years of buy-side experience
Benefits
- Resources to support career path
- Compensation
- Benefits
- Flexibility
About the Company
- T. Rowe Price is a premier global asset management organization with more than 85 years of experience.
- They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.
- They take an active, independent approach to investing, offering a dynamic perspective and meaningful partnership.
- They believe doing the right thing for clients and associates is good business.
- They offer opportunities to create real impact at work and in the community.
- They foster a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Equal Opportunity
- T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race.
- They provide equal opportunity and fair and consistent treatment for all.
- Employment decisions are made 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.
