Lead Portfolio Analyst – TRPIM

Role Summary

The Lead Portfolio Analyst (PA) serves as a subject matter expert for their assigned T. Rowe Price investment strategy(s) and a representative of those investment portfolios across the firm. The Lead PA is primarily responsible for analyzing investment portfolios and developing in-depth institutional-level portfolio analysis, messaging, and content to inform key stakeholders. The Lead PA leverages the time of both the portfolio manager and portfolio specialist while working to ensure the consistency, accuracy, and integrity of investment messages across all regions, distribution channels, and audiences.

Analysis and content developed by the Lead PA supports the firm’s efforts to provide outstanding client service and to gather and retain assets. The Lead PA must continuously grow and adapt to meet changing demands and a wide range of requests for support as markets, strategy life cycles, and performance cycles evolve over time. The Lead PA must excel at working independently, collaborating with key professionals, and leading projects to completion.

The role is responsible for representing the investment divisions on project teams and collaborating effectively with various groups across the enterprise. As a senior member of the team, the individual in this role is expected to act as a leader in the group by proactively improving the group’s analytical methodology, enhancing information, and spearheading group initiatives.

• 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 Lead PA will often provide direct support for marketing, sales, and client service efforts.
• Create custom analysis either to anticipate client concerns or to respond to client inquiries in a time-sensitive environment on a global scale.
• Maintain knowledge necessary to act as a subject matter expert on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers. Subject matter expertise is used to support existing strategies and may be used to bolster new product initiatives.
• Create quality and nuanced investment messaging to effectively communicate and position results of analysis and inform key stakeholders. Messages are appropriately tailored for specific audiences and regions.
• Develop and deliver quarterly strategy updates to inform the enterprise of investment results and views on assigned strategies.
• Maintain expertise on multiple investment data applications to extract investment data and conduct analysis.

• 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 authoritative 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. Content is often appropriately tailored to applicable audience and region.
• Represent investment staff’s perspective on sales and marketing collateral; this can include development, review, and/or sign-off responsibilities.
• Potentially participate and/or lead client meetings and/or client investment reviews, depending on coverage area and business needs.

• Maintain relationships necessary to navigate an often-complex organizational structure and evolving regulatory environment to respond to client needs.
• Contribute to an informed salesforce by providing general education, onboarding, one-on-one coaching, and the facilitation of quarterly meetings with distribution associates. Messages are often appropriately tailored to business unit and region.
• Educate and train diverse teams within T. Rowe Price on capital markets, investments, economics, asset classes, and investment…