Additional Information
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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .
Join us for the opportunity to g row and make a difference in ways that matter to you .
Role Summary
The primary role of the Portfolio Specialist is to support portfolio managers across a range of fixed income strategies, by representing them in meetings and communications with institutional and intermediary prospects, clients, consultants, and internal staff.
This specialist will be supporting the Stable Value franchise. They will also be conversant on fixed income markets generally.
This role will require collaboration with other specialists located in our Baltimore offices.
A primary objective of the role is to actively engage with clients, prospects and consultants such that we minimize the amount of time spent by portfolio management teams communicating with prospects, clients, and consultants; enabling investors 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 owns the message of strategies supported and works closely with portfolio analysts, institutional writers, and other internal staff to ensure that all communications, marketing materials, RFP responses, etc. are current and accurate.
The specialist is required to travel to meet with clients, prospects and consultants located across the US.
The Portfolio Specialist also 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.
Troweprice · Baltimore, MD