Senior Portfolio Analyst, Fixed Income

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. 

ROLE SUMMARY

The Senior Portfolio Analyst (PA) serves as a subject matter resource for specific T. Rowe Price investment strategy(s) and a representative of those investment portfolios across the firm.  The Senior PA is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to inform key stakeholders, with a focus on bond portfolios with specific sustainable investments objectives and ESG characteristics.

The Senior PA has the opportunity to engage with both the portfolio manager and portfolio specialist, and any other senior or lead portfolio analyst that may be on the team while working to help ensure the consistency, accuracy, and integrity of investment messages across relevant regions, distribution channels, and audiences. Analysis and content developed by the Senior PA supports the firm’s efforts to provide outstanding client service and to gather and retain assets.

The Senior PA must continuously grow and adapt to meet changing demands and a wide range of requests for support as markets, strategy lifecycles, and performance cycles evolve over time.  The Senior PA must excel at working independently, collaborating with key professionals, and leading projects to completion.  The role is responsible for participating on project teams and collaborating effectively with various groups across the enterprise.

PRINCIPAL RESPONSIBILITIES

Research & Analysis

•Conduct analysis on assigned investment strategies while incorporating financial market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning to support the needs of the portfolio manager or portfolio specialist.  Research conducted by the Senior PA may also provide direct support for marketing, sales, and client service efforts.

•Create custom analysis, often under the direction of the portfolio specialist, either to anticipate client concerns or to respond to client inquiries in a time sensitive environment on a global scale.

•Develop and maintain knowledge necessary to act as a subject matter resource on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers.  This includes knowledge around ESG integration and measurement of sustainable investment objectives. Subject matter knowledge is used to support existing strategies and may be used to bolster new product initiatives.

•Create quality and nuanced investment messaging, often in conjunction with the portfolio specialist, to effectively communicate and position results of analysis and inform key stakeholders.

•Develop and deliver quarterly strategy updates often in conjunction with the portfolio specialist to inform the enterprise of investment results and views on assigned strategies.

•Grow and maintain expertise on multiple investment data applications to extract investment data and conduct analysis.

Provide Leverage to Other Investment Professionals

•Support and in some cases represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions.

•Act as an investment resource for content creation including custom presentations, exhibits and analysis (i.e. mini kits, capital market decks, matrixes, new product collateral, etc.) used by investment staff, portfolio specialists and other business units, including distribution.

•Assist with the creation of model portfolios and onboarding of customized mandates.

•Provide investment support for, and sometimes represent investment staff’s perspective on sales and marketing collateral; this can include development, review and/or sign-off responsibilities.

•Potentially participate in client meetings and/or client investment reviews, depending on coverage area and business needs

Franchise & Asset Class Support

•Develop and maintain relationships necessary to navigate an often-complex organizational structure and evolving regulatory environment to respond to client needs.

•Educate and train diverse teams within T. Rowe Price on assigned investment portfolios.

•Provide franchise support on RFPs as well as written commentaries on assigned strategy coverage.

•Support the full sales cycle (obtain consultant ratings, prospecting, sales meeting preparation, real-time sales, finals, onboarding and client service meeting follow-up, client retention inquiries) as well as the effort for portfolio customization.

•Help raise and maintain brand awareness globally by working with marketing, PR, distribution, and other enterprise groups.

•Assist in mentoring new and junior members of the team.

PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS

Required:

• Minimum of 3 years Asset Management experience in a related field
• Charter Financial Analyst Accreditation (CFA) or currently working towards the CFA
• Solid understanding of Fixed Income and corporate bonds
• Professional interest in Environment, Social and Governance (ESG) issues
• Good knowledge of derivative instruments
• Experience with market data services (Bloomberg, PORT, Haver) and advanced Excel skills
• Strong communication skills 
• Can work independently on analysis and messaging 
• Can navigate the organization and build relationships

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. 

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, 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.