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About the Role

The Senior Portfolio Analyst (PA) acts as a subject matter resource for assigned T. Rowe Price investment strategies and franchises. The Senior PA is primarily responsible for analyzing investment portfolios and capabilities, supporting the commercial process around client queries and RfPs, and developing institutional-level portfolio analysis, messaging, and content to inform key stakeholders. This role focuses on supporting the T. Rowe Price Environment, Social & Governance (ESG) approach and its integration into the investment process, requiring expertise on broader ESG topics and awareness of the regulatory landscape.

Responsibilities

Support the full sales cycle on queries related to T. Rowe Price Environment, Social & Governance (ESG) approach.
Generate quality answers to support DDQs, RFPs and written commentaries; conduct portfolio analysis incorporating research from Responsible Investing and Corporate Governance teams, portfolio managers and Investment Strategists.
Lead the production of quarterly strategy updates for internal and external purposes.
Execute responsibilities using AI-enabled analytics and automation to aggregate data, perform recurring analysis, identify comparisons, synthesize information, and generate initial analytical outputs, subject to human review.
Participate in the production of forward-thinking ESG studies in collaboration with other stakeholders.
Act as an investment resource for content creation, including custom presentations, exhibits, and analysis; identify and employ opportunities to leverage AI to improve speed, consistency, scalability, and quality of outputs.
Provide investment support for sales and marketing collateral, including development, review, and sign-off responsibilities.
Help with the development of education, onboarding, and training modules to build internal understanding of the T. Rowe Price Environment, Social & Governance (ESG) approach.

Requirements

Bachelor’s degree or equivalent experience.
Minimum of 5 years Asset Management experience in a related field.
Passion for Environment, Social and Governance (ESG) issues.
Proven experience using ESG analytical resources such as Sustainalytics and MSCI ESG Ratings.
Self-motivated, enthusiastic, responsible, with excellent attention to detail.
Ability to lead and drive analytical projects to successful conclusions.

Skills

Environment, Social & Governance (ESG) approach
ESG topics such as carbon footprint, climate transition, human rights
Regulatory landscape awareness
AI-enabled tools and workflows
Data aggregation
Content generation
Analysis
Investment portfolios
Client queries
RfPs
DDQs
Institutional-level portfolio analysis
Messaging
Content development
Sales cycle support
Client service
Written commentaries
Quarterly strategy updates
Investment letters
Standard presentations
Custom presentations
Exhibits
Sales and marketing collateral
Education, onboarding, and training modules
Sustainalytics
MSCI ESG Ratings

Location

Hybrid

Work Type

Hybrid
Full-time

Experience Level

Senior
5 years Asset Management experience

Education Level

Bachelor’s degree or equivalent experience
Charter Financial Analyst Accreditation (CFA) or currently working towards the CFA (Preferred)

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 have a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Equal Opportunity

T. Rowe Price thrives because our company culture is built on inclusion and 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.
Associates can expect equal opportunity and fair and consistent treatment for all.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race.
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.