Investment Specialist – Equities

Requisition Number: 81329

Position Title:

External Description:

Role Summary

The primary purpose of the Investment Specialist role is to provide leverage to the investment organization by sharing T. Rowe Price’s investment insights on global equities primarily (but not exclusively) to US Intermediary (USI) prospects, clients, and consultants. As a member of the investment organization, and especially through partnering with Portfolio Specialists and Portfolio Analysts, this individual will maintain subject matter expertise within their asset class. They will be responsible for tying together various investment and market insights of their assigned asset class to develop content and share those perspectives with clients, allowing for more well-informed investment decisions and for more consultative conversations between the TRP sales team and the financial advisors. This role will spend the majority of the time (between 35-50%) traveling in the field and at conferences with the sales teams, supporting T. Rowe Price’s positioning in the market and ongoing sales and client retention efforts.

Responsibilities

• Maintain broad knowledge of investment perspectives within assigned asset class by attending relevant investment meetings and leveraging insights from the investment staff.  Partner with the equity Investment Specialists as well as Portfolio Specialist/Portfolio Analyst teams within the Investment Specialist Group to construct presentations and messaging that is broadly reflective of T. Rowe Price’s view of global equities.   
• Collaborate with U.S. and international Investment Specialists to create content that will be proactively distributed to the field sales teams on a frequent basis to enable those teams to have informed discussions with their end clients.  The USI distribution team will be the Associate Investment Specialist’s primary internal client.
• Support the gathering and retention of assets under management by working closely with sales and client service professionals, with a focus on the Broker/Dealer, Registered Investment Advisor (RIA) and Regional Bank distribution channels - though their work may extend to other audiences and channels as needed.  The role also serves as an extension of the investment team representing their asset class in meetings with prospects, clients, and consultants.  Meeting types may vary to include one-to-one meetings as well as larger group presentations of 50 or more.
• In partnership with distribution colleagues, stay up to date on T. Rowe Price’s broader investment offerings to consult on client needs and potentially match with a T. Rowe Price product offering.  When necessary, handoff to Portfolio Analyst or Portfolio Specialist when additional depth is required on any given strategy. 
• A heavy travel schedule will exist, one can expect 35-50% of their time on the road supporting our distribution partners.
• Provide education to internal staff in one-on-one or group settings as appropriate.

Qualifications

Required:

• Minimum of 7-10 years of experience in the investment management industry.  Relevant experience can include investment research, portfolio analysis, investment consulting, or institutional/intermediary client service.
• Must be willing to travel
• 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 investment professionals (internal and external), sales and client service professionals, and institutional/intermediary clients and consultants.
• Strong interpersonal, communication, and presentation skills.
• Demonstrated ability to create compelling presentations that turn complex financial data into visually stimulating and easily digestible graphics/designs.  This activity would be in conjunction with the Presentation Design Team.
• Has demonstrated leadership capabilities managing strategy/franchise/or product group.
• Client facing experience.

Preferred:

• MBA and/or CFA highly desired (or highly tenured investment individual).
• Relevant asset-class experience desired.
• Ability to work well within a collegial, but fast-paced and unstructured environment.
• Highly motivated and a self-starter who possesses a high level of personal integrity and a passion for achieving competitive results.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

City:

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Community / Marketing Title: Investment Specialist – Equities

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.