Product Analyst, Model Portfolios

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, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.  

Join us for the opportunity to grow and make a difference in ways that matter to you. 

Role Summary

The position will support product strategy, management, development, and positioning for T. Rowe Price Model Portfolios. The candidate will partner with Investments, Global Product, and Distribution on various Model Portfolio related projects and for ongoing product management support.  This position also emphasizes project management skills to enable effective communication of critical milestones occurring with various product initiatives. In conjunction with business leads across multiple divisions, the analyst is responsible for identifying issues, analyzing alternative approaches, and supporting cross-functional teams to implement solutions.

Responsibilities

• Supports product management activities associated with the launch/introduction, restructuring, merging, closing of Models. Partners with Legal, Finance, Risk, etc. to ensure successful implementation. Evaluates economic success of products.

• Works across operations, distribution, investments and corporate divisions to investigate a variety of topics, including client eligibility, regulatory changes, and industry best practices.

• Product analysts will manage the overall analysis as well as craft the findings into a comprehensive report that highlights key findings and implications for TRP product development. 

• Gather input from many internal and external data sources and then making sense out of all of the information.  Final findings will typically be presented to senior leaders in Global Product, Global Distribution and/or Investments.

• Assist in assessing and enhancing existing processes for model portfolios, with a focus on identifying areas for efficiency gains and adopting best practices.

• Utilize data analysis techniques to interpret and report on key business metrics, providing actionable insights to drive business performance.

• Supports planning, preparation, and execution of product governance meetings for boards, committees, key stakeholder groups. Includes providing highly complex analytical support, documentation summarizing business issues, and presenting materials as appropriate.

• Where applicable, works with various internal groups (portfolio specialist, sales, and marketing teams) to develop and execute against a strategic marketing plan to enhance delivery of optimal net new business and ensure the effectiveness of product collateral.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND

• 2+ years of total relevant work experience within financial services

• Knowledge and/or experience with asset management products

• Working knowledge of PowerPoint and Excel

Preferred:

• Knowledge of Model Portfolios and other related intermediary investment strategies, markets, and competitive offerings a plus.

• Execution experience with regards to product strategy, product development, and product management work, successfully ensuring delivery of good custom