Senior Portfolio Investment Analyst – Fixed Income

Requisition Number: 80700

Position Title:

External Description:

Role Summary

The Senior Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions group. The PIA works directly alongside portfolio managers and traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also be expected to provide support to the investment process and perform ad-hoc analysis related to the strategies.

Responsibilities

• Portfolio Modeling: Partner directly with the portfolio management team on the day-to-day modeling of the strategy through exposure monitoring, trade allocations and cash flow management.
• Work with internal systems designed for portfolio management and trade modeling
• Coordinate with the analysts, portfolio managers, traders, compliance and legal on portfolio and security transactions
• Monitor portfolio analytics and generate and run accurate orders through the trade cycle
• Determine accurate interest rate and currency hedging information, and other related daily portfolio functions.

Qualifications

Required:

• Bachelor's degree in Business, Finance, Economics, or Math or the equivalent combination of education and relevant experience
• 3+ years T. Rowe Price or related experience
• Prior experience with Equity OR Fixed Income Portfolios
• Savvy use of technology in combination with a data driven mindset
• Strong analytical skills and the ability to solve problems
• Ability to quickly process information, draw relevant conclusions, and clearly summarize results.
• Ability to determine priorities, plan, organize and follow-through on assignments
• Effective written and verbal communication and organizational skills
• Project management experience

Preferred:

• Progress towards an MBA, MS in Finance, or CFA designation
• Strong preference for candidates with fixed income experience.
• Knowledge of derivatives and multiple asset classes

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: Senior Portfolio Investment Analyst – Fixed Income

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.