Product Analyst, Investment Strategy, Model Portfolios

Requisition Number: 76375

Position Title:

External Description:

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.
• Partners with Product teams to build the business cases for new and existing firm offerings in the marketplace, often focusing on highly complex products and/or clients. Demonstrates knowledge of assigned products, the marketplace, industry, and client need to drive product growth/development and maximize profitability. Identifies opportunities and provides recommendations around product enhancements or market growth. Creates, manages, and delivers customized analyses reflecting advanced professional insights.
• 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
• 5+ years of total relevant work experience
• FINRA licenses are not required and will not be supported for this role.

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 customer outcomes leading to beneficial commercial results.
• Outstanding verbal, written (primarily PowerPoint), and interpersonal skills
• Strong analytical skills with ability to gather meaningful data and synthesize it to represent a story. Familiarity with Morningstar Direct a plus.
• Professional curiosity to identify and drive new ideas of opportunity.
• Enthusiastic and optimistic with a drive to succeed and willingness to take managed risks.
• Ability to manage time and shifting priorities effectively while in a challenging operating environment, and under minimal guidance
• The preferred candidate should be able to take conceptual instructions or guidance and then have the initiative and creativity to create the readily accessible and repeatable exhibits or reports

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 two days per week from home.

City:

State:

Community / Marketing Title: Product Analyst, Investment Strategy, Model Portfolios

Company Profile:

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.