Portfolio Construction Analyst

• Serve as the chief resource to the Portfolio Construction Services team and Portfolio Construction Specialists
• Provide bespoke analysis, commentary, and insights to financial professionals
• Generate asset allocation model review proposals using T. Rowe Price product solutions
• Support custom models and develop market insights, tools, and services
• Collaborate with lead analysts and relationship managers to understand client needs and strategic vision
• Perform analyses supporting guidance on targeted portfolio construction and investment solutions
• Provide consultation, performance reviews, and analytical services to internal audiences
• Articulate the strengths of T. Rowe Price funds, services, and offers
• Escalate highly complex questions and issues as needed
• Gather information to perform analyses that inform client decision-making and advice
• Identify strengths and weaknesses of tools and methodologies and determine improvement opportunities
• Contribute to analyses, frameworks, tools, methodologies, and intellectual capital
• Perform research, gap analyses, and broader market reviews
• Monitor market developments, industry research, and evolving investment themes
• Develop networks in asset allocation, portfolio construction, and related disciplines
• Provide guidance to junior stakeholders on portfolio construction tools and tactics
• Attend industry and key client events to develop industry relationships

• Bachelor's degree or equivalent combination of education and relevant experience
• 5+ years of total relevant work experience
• Specialized knowledge and expertise in the job discipline
• Deep experience integrating related disciplinary knowledge
• Strong analytical skills and verbal and oral communication abilities
• Ability to gather information systematically and develop actionable insights from data
• Ability to collaborate effectively across investment, relationship management, and consulting functions
• Passion for financial markets and familiarity with Modern Portfolio Theory concepts preferred
• CFA designation or demonstrated commitment through recent passage of at least the Level 1 exam preferred
• Comfort with all asset classes preferred
• Previous manager research experience strongly preferred
• Robust industry knowledge, including T. Rowe Price and non-T. Rowe Price investment strategies
• Experience with Morningstar Direct preferred
• Demonstrated ability with Excel, preferably building financial models
• Comfort working with AI-enabled tools and interest in leveraging emerging technologies
• FINRA licenses are not required and will not be supported

Demonstrates expertise in portfolio construction and asset allocation, providing analytical insights and bespoke solutions to financial professionals. Strong collaboration skills are essential for engaging with clients and internal teams to drive informed decision-making.

• Portfolio Construction Expertise
• Analytical Skills
• CFA Designation
• Experience with Morningstar Direct
• Financial Modeling in Excel

• Portfolio Construction
• Asset Allocation
• Analytical Services
• Market Research
• Financial Modeling
• Data Analysis
• Investment Solutions
• Bespoke Analysis
• Modern Portfolio Theory
• Gap Analysis

• Verbal Communication
• Oral Communication
• Collaboration
• Client Relationship Management
• Consulting Skills

• CFA Designation
• Level 1 CFA Exam

• T. Rowe Price
• Investment Strategies
• Financial Markets
• Asset Classes
• Portfolio Construction Services

• Morningstar Direct
• AI-Enabled Tools
• Financial Analysis Tools