Lead Analyst, Investment Solutions/Portfolio Construction

Requisition Number: 76503

Position Title:

External Description:

Role Summary
This role provides advanced analytical expertise to deliver tailored competitor insights that help relationship managers generate sales opportunities with intermediary clients. Key focus areas include:

• Delivering competitive analytics and investment strategy training in individual and group settings
• Leading product-specific discussions with sales teams and clients, covering T. Rowe Price and non-T. Rowe Price strategies
• Driving special projects to uncover sales opportunities and scale services
• Supporting and promoting focus strategies and strategic partner opportunities
• Maintaining alignment and deep knowledge of the firm’s distribution strategy and tactics

Responsibilities

• Partner with relationship managers to evaluate client needs and deliver tailored competitor and market insights that aligns with their needs.
• Contribute to the development and refinement of tools, methodologies, and intellectual capital. Support the scaling and commercialization of services and ensure clients derive maximum value from these resources.
• Stay current on investment themes, industry research, and market trends. Build networks across the firm and broader industry, leveraging insights to enhance team processes and elevate collective expertise.
• Mentor junior colleagues on portfolio construction and effective use of tools.
• Represent the firm at industry and client events to enhance market visibility.

Qualifications
Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• Minimum 8 years of relevant investment or analytical experience

Preferred:

• CFA or progress toward designation
• Broad investment knowledge across asset classes; manager research experience a plus
• Familiarity with tools like Morningstar, eVestment, or similar analytical tools
• Strong communication skills with the ability to translate data into actionable insights
• Deep understanding of U.S. investment distribution channels and products

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: Lead Analyst, Investment Solutions/Portfolio Construction

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.