Lead Analyst, Investment Solutions, Portfolio Constructions (Colorado & Baltimore)

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. 

About this Position

The Portfolio Construction Analyst serves as the chief resource to the Portfolio Construction Services (PCS) team and specifically the Portfolio Construction Specialists, in their efforts to provide bespoke analysis, commentary, and insights to financial professionals. For example, one of our popular services is the asset allocation model review where the analyst, in collaboration with the specialist, generates proposals utilizing T. Rowe Price (TRP) product solutions to create better designed asset allocation models for our financial professional clients. Analysts also support PCS in its efforts to deliver thought provoking market insights or improve our offer by developing new tools and services.  

The PCS team is charged with supporting T. Rowe Price’s US Intermediaries Wealth Management division in their efforts to gather and retain clients, ultimately looking to increase T. Rowe Price’s assets under management from financial professionals in the Broker Dealer, RIA and Bank and Trust and Private Bank communities. PCS team success is measured by asset flow and client retention; an analyst’s success will reflect their ability to contribute to those goals by supporting our efforts to generate bespoke/actionable content.  

A strong candidate is motivated to learn new information through self-work and prepared to learn through collaboration with other PCS and TRP investment associates. They will show evidence of their ability to gather information in an organized systematic fashion and delve into that information to develop actionable insights. They must be able to tell a story from the data represented. Success requires a mix of strong analytical skill and verbal and oral communication abilities.

Role Summary

• Requires specialized knowledge and expertise in their own job discipline and deep experience in integrating related disciplinary knowledge. 
• Leads disciplinary or cross-functional program of notable risk; uses sophisticated analytical thought to identify innovative solutions. 
• Accountable for work of self and others; sets standards around which others will operate. 
• Works independently, with guidance in only the most complex situations. 
• Acts as advisor to management and key external stakeholders on broad ranging projects. 
• Applies strong analytical skill set and broad investment experience to research and provide analytical support to internal and external clients.
• Provides advice to stakeholders on portfolio construction services and related investment solutions.
• Contributes to the development of the firm's intellectual capital.

Responsibilities

• Collaborates with lead analysts and T. Rowe Price relationship manager to gain an understanding of the client's needs and strategic vision.
• Performs analyses to support guidance provided to clients on targeted portfolio construction and investment solutions.
• Provides consultation, performance reviews, and analytical services to internal audiences, articulating the strength of T. Rowe Price funds, services, and offers.
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