Portfolio Specialist - U.S. Equity, International Equity and Global Equity Structured Research
Listed on 2026-06-22
-
Finance & Banking
Financial Consultant, Wealth Management, Portfolio Manager
TO APPLYAt 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
A primary objective of the role is to minimize the amount of time spent by portfolio managers and their investment teams meeting and communicating with prospects, clients, and consultants; enabling portfolio management teams to place maximum focus on the investment process, while at the same time helping to ensure that the firm excels in its sales and client service efforts.
The Portfolio Specialist works closely with sales, consultant relations, client service and other internal staff to communicate relevant information regarding the investment strategies supported; including reviewing investment performance, portfolio composition and characteristics, rationale for holdings, investment decisions, etc. The Portfolio Specialist is accompanied by sales and client service professionals in meetings and presentations and participates with registered personnel in meetings and presentations regarding all vehicles related to the strategies.
There is a strong preference for the Portfolio Specialist to sit in the Baltimore location, but we will consider a remote arrangement for the ideal candidate.
Responsibilities
- Serve as the Portfolio Specialist for the firm’s U.S., International, and Global Equity Structured Research strategies covering North America. These strategies are fundamental actively managed, risk-controlled equity portfolios with decision making driven by research analysts overseen by a Portfolio Oversight Committee.
- Supports the gathering and retention of assets under management by working closely with sales and client service professionals. Serves as the representative of the portfolio manager(s) or as a member of the investment team in meetings with institutional and intermediary prospects, clients, and consultants. Travel to support these activities is required.
- Maintains in-depth knowledge of investment strategies covered. Attend investment meetings, read research reports, utilize information services, etc. to maintain knowledge base required to successfully represent portfolio managers and investment strategies covered.
- Serve as the expert for investment strategies covered. Provide investment strategy and performance context, voice, and messaging guidance to internal staff, including portfolio analysts, institutional writers, and other staff responsible for producing and delivering content to internal and external audiences.
- Partner effectively with fellow portfolio specialists to promote the asset class and the firm’s capabilities.
- Provide investment strategy education to internal staff in one-on-one or group settings as appropriate.
Required:
- Undergraduate degree from an accredited institution and 10 years of relevant work experience.
- Must have a passion for the investment business with a deep understanding of…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).