Senior Portfolio Investment Analyst – Multi-Asset/ETFs

Requisition Number: 80699

Position Title:

External Description:

Role Summary

The Senior Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions group and partners closely with Portfolio Managers, and traders to support the growing ETF business and the day-to-day management of Multi-Asset funds. The team supports cross-asset portfolio modeling with a specialization in derivatives and builds tools that expand capabilities for new client and regulatory mandates while introducing controls that reduce risk and strengthen the operating environment. The Senior PIA is expected to bring sound judgment, strong cross-functional partnership, and a continuous-improvement mindset to a complex and fast-moving investment platform.

Responsibilities

• Independently oversee strategy coverage and day-to-day portfolio implementation, escalating issues thoughtfully and driving resolution with a strong risk and control mindset.
• Collaborate with Portfolio Managers and traders to determine implementation processes for new strategies.
• Continue to evaluate and refine modeling capabilities to adapt to changing needs and ensure future state scalability.
• Coordinate with Capital Markets teams to support new ETF launches and the ongoing management of funds, including modeling, rebalancing, monitoring, and publishing proxy basket composition.
• Serve as a subject matter expert on portfolio modeling and implementation, providing guidance on complex issues and helping stakeholders navigate sophisticated workflows.
• Build and enhance modeling tools that expand the team's ability to support new client requirements and evolving regulatory mandates.
• Design and strengthen controls that improve process discipline, promote best practices, and reduce operational and investment risk.
• Support derivatives modeling across asset classes and contribute to the continued evolution of the team's cross-asset capabilities.
• Establish and maintain a strong understanding of each Portfolio Manager's investment process and translate that understanding into efficient portfolio implementation.
• Collaborate with PIAs across the Baltimore, London, and Hong Kong trading desks to share information, align on best practices, and drive consistency across regions.
• Partner with Compliance and Legal to interpret investment requirements, resolve guideline questions, and determine the best approach for monitoring compliance.

Qualifications

Required:

• Bachelor's degree in Business, Finance, Economics, Math, or a related field, or the equivalent combination of education and relevant experience
• 3+ years of T. Rowe Price or relevant industry experience
• Prior experience supporting equity, ETF, or cross-asset portfolios
• Strong analytical and problem-solving skills, with the ability to assess issues quickly and develop practical solutions
• Demonstrated ability to process information efficiently, draw sound conclusions, and communicate recommendations clearly
• Data-driven mindset with strong technology aptitude
• Ability to prioritize, plan, organize, and execute effectively across multiple responsibilities
• Effective written and verbal communication skills, along with strong organizational discipline
• Project management experience

Preferred:

• Progress toward an MBA, MS in Finance, or CFA designation
• Direct experience with equity portfolios and ETFs
• Experience supporting ETF launches, fund implementation, or Capital Markets-related workflows
• Knowledge of derivatives and portfolio modeling across multiple asset classes
• Experience developing or enhancing modeling tools, controls, or process automation

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.

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Community / Marketing Title: Senior Portfolio Investment Analyst – Multi-Asset/ETFs

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.