Portfolio Specialist – Capital Appreciation Strategies Suite

Requisition Number: 79732

Position Title:

External Description:

Role Summary

The Portfolio Specialist is a senior member of the investment organization responsible for supporting T. Rowe Price’s Capital Appreciation franchise. The investment strategies within this franchise are multi-asset investing across equities and fixed income. 

The Portfolio Specialist partners closely with portfolio managers and investment teams to represent the strategies in meetings and communications with institutional and intermediary prospects, clients, consultants, and internal stakeholders. A primary objective of the role is to leverage the time portfolio managers spend in client-facing activities, enabling greater focus on the investment process while ensuring high-quality investment communication and client engagement.

The role requires deep investment knowledge, strong commercial judgment, and the ability to clearly articulate portfolio construction, risk management, and performance outcomes to sophisticated audiences.

Willing to consider a remote arrangement.

Responsibilities

• Serve as a primary investment representative for the strategies within the Capital Appreciation franchise in meetings with institutional and intermediary prospects, clients, and consultants, alongside sales and client service partners.
• Support asset gathering and retention efforts through effective communication of the strategies investment philosophy, objectives, portfolio positioning, and performance.
• Maintain in-depth knowledge of the strategies, including equity and fixed income exposures, security selection, asset allocation, and risk management.
• Provide clear performance attribution and market context, with an emphasis on how each strategy seeks to deliver its stated objective
• Own the investment message for the franchise and partner with internal teams (portfolio analysts, institutional writers, marketing, and RFP teams) to ensure accuracy and consistency across all client-facing materials.
• Collaborate closely with portfolio managers and analysts by attending investment meetings and staying aligned with evolving views and portfolio decisions.
• Partner effectively with portfolio specialists in other regions to support global sales efforts.
• Educate internal distribution, consultant relations, and client service teams in group and one-on-one settings.
• Contribute to broader market and portfolio construction discussions when appropriate, including non-product-specific conversations related to capital markets and risk management.
• Travel as required to support client, consultant, and internal engagement.

Qualifications

Required:

• Bachelor’s degree from an accredited institution.
• Minimum 7–10 years of experience in the investment management industry.
• Strong buy-side experience, preferably in portfolio management, investment research, equity or multi-asset investing, or institutional and/or intermediary client-facing roles.
• Deep understanding of equity and fixed income markets, asset allocation, and risk-aware investment strategies.
• Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.
• Proven track record of successful franchise management focused on growing and servicing a diverse client base.
• Exceptional interpersonal, communication, presentation, and relationship-management skills.
• Ability to operate effectively in a collaborative, fast-paced, and unstructured environment.
• High level of personal integrity, motivation, and service orientation.
• High energy level and drive to succeed coupled with the poise and temperament necessary to work effectively in a team environment.

Preferred:

• Prior experience working directly with portfolio managers or investment teams.
• MBA and/or CFA designation strongly preferred.

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 one day per week from home.

City:

State:

Community / Marketing Title: Portfolio Specialist – Capital Appreciation Strategies Suite

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.