Portfolio Specialist – Stable Value

Requisition Number: 80841

Position Title:

External Description:

Role Summary

The primary role of the Portfolio Specialist is to support portfolio managers across a range of fixed income strategies, by representing them in meetings and communications with institutional and intermediary prospects, clients, consultants, and internal staff.

This specialist will be supporting the Stable Value franchise. They will also be conversant on fixed income markets generally.

This role will require collaboration with other specialists located in our Baltimore offices.

A primary objective of the role is to actively engage with clients, prospects and consultants such that we minimize the amount of time spent by portfolio management teams communicating with prospects, clients, and consultants; enabling investors to place maximum focus on the investment process, while at the same time helping to ensure that the firm excels in its sales and client service efforts. The Portfolio Specialist owns the message of strategies supported and works closely with portfolio analysts, institutional writers, and other internal staff to ensure that all communications, marketing materials, RFP responses, etc. are current and accurate.

The specialist is required to travel to meet with clients, prospects and consultants located across the US.

The Portfolio Specialist also works closely with sales, consultant relations, client service and other internal staff to communicate relevant information regarding the investment strategies supported, including reviewing investment performance, portfolio composition and characteristics, rationale for holdings, investment decisions, etc. The Portfolio Specialist is accompanied by sales and client service professionals in meetings and presentations.

Responsibilities

• Support the gathering and retention of assets under management by working closely with sales and client service professionals. Serve as the representative of the portfolio manager in meetings with institutional and intermediary prospects, clients, and consultants.
• Partner and coordinate with portfolio manager(s) on franchise management of respective strategy. This includes acting as gatekeeper to portfolio managers, strategic business plan execution and partnering with portfolio managers in the development and marketing of new products.
• Maintain in-depth knowledge of investment strategies covered. Attend investment meetings, read research reports, utilize information services, etc. to maintain knowledge base required to successfully represent portfolio managers and investment strategies covered.
• Serve as the expert for investment strategies covered. Provide investment strategy and performance context, voice, and messaging guidance to internal staff, including portfolio analysts, institutional writers, and other staff responsible for producing and delivering content to internal and external audiences.
• Provide investment strategy education to internal staff in one-on-one or group settings as appropriate.

Qualifications

Required:

• Undergraduate degree from an accredited institution and significant, relevant work experience.
• Prior experience with stable value products at an asset manager or wrap provider preferred.
• Strong preference for buy side experience in portfolio management, investment research, or institutional client service.
• Previous experience working with defined contribution plans and/or plan sponsors.
• Must have a passion for the investment business with a deep understanding of investment concepts and have a strong working knowledge of investment strategies and tactics.
• Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.
• Exceptional relationship management skills with ability to interact well with portfolio managers, other investment professionals, sales and client service professionals, and institutional clients and consultants.
• Strong interpersonal, communication, and presentation skills.
• Ability to work well within a collegial, but fast paced and unstructured environment.
• Highly motivated and a self-starter.
• Possess a high level of personal integrity and a passion for achieving competitive results.
• Possess a high energy level and drive to succeed coupled with the poise and temperament necessary to work effectively in a team environment.

Preferred:

• Strong preference for candidates possessing a CFA and/or an MBA.
• Relevant experience can include portfolio management, investment research, investment consulting, or institutional client service.

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:

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Community / Marketing Title: Portfolio Specialist – Stable Value

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.