Senior Portfolio Investment Analyst - Fixed Income
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Responsibilities
- Portfolio Modeling: Partner directly with the portfolio management team on the day-to-day modeling of the strategy through exposure monitoring, trade allocations and cash flow management.
- Work with internal systems designed for portfolio management and trade modeling
- Coordinate with the analysts, portfolio managers, traders, compliance and legal on portfolio and security transactions
- Monitor portfolio analytics and generate and run accurate orders through the trade cycle
- Determine accurate interest rate and currency hedging information, and other related daily portfolio functions.
Requirements
- Required:
- Bachelor's degree in Business, Finance, Economics, or Math or the equivalent combination of education and relevant experience
- 3+ years T. Rowe Price or related experience
- Prior experience with Equity OR Fixed Income Portfolios
- Savvy use of technology in combination with a data driven mindset
- Strong analytical skills and the ability to solve problems
- Ability to quickly process information, draw relevant conclusions, and clearly summarize results.
- Ability to determine priorities, plan, organize and follow-through on assignments
- Effective written and verbal communication and organizational skills
- Project management experience
- Preferred:
- Progress towards an MBA, MS in Finance, or CFA designation
- Strong preference for candidates with fixed income experience.
- Knowledge of derivatives and multiple asset classes
- FINRA Requirements
- FINRA licenses are not required and will not be supported for this role.
- Work Flexibility
- This role is eligible for hybrid work, with up to one day per week from home.
- Base Salary Ranges
- Please review the job posting for the location of this specific opportunity.
- $95,000.00-$110,000.00 for the location of: Maryland, Colorado, Washington and remote workers
- $95,000.00-$110,000.00 for the location of: Washington, D.C.
- $95,000.00-$110,000.00 for the location of: New York, California
- Commitment to Diversity, Equity, and Inclusion
Benefits
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 Senior Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions group. The PIA works directly alongside portfolio managers and traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also be expected to provide support to the investment process and perform ad-hoc analysis related to the strategies.
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