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.
Provide investment strategy education to internal staff in one-on-one or group settings as appropriate.
Requirements
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 investment concepts and have a strong working knowledge of value style investment strategies and tactics.
Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.
Must possess exceptional relationship management skills and work well with portfolio managers, other investment professionals, and sales and client service professionals.
Willingness to travel with an expectation of 20-30% of time spent.
Must possess strong interpersonal, communication, and presentation skills.
Must work well within a collegial, but fast-paced environment.
Must work well in an unstructured environment.
Must be highly motivated and a self-starter.
Passion for achieving competitive results.
Possess a high level of personal integrity.
Must possess a service orientation.
High energy level and drive to succeed coupled with the poise and temperament necessary to work effectively in a team environment.
Preferred:
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybri
Benefits
Equity / stock options
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 Portfolio Specialist is a member of the investment organization. The primary role of the Portfolio Specialist is to support portfolio managers and investment teams by representing them in meetings and communications with institutional prospects, clients, consultants, and internal staff.
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.
Troweprice · Baltimore, MD