Portfolio Specialist – Mid-Cap Growth Equity

Requisition Number: 83567

Position Title:

External Description:

Role Summary

The Portfolio Specialist is part of the Investment Division and is a key member of the investment team. The position is a critical link between portfolio management, distribution, clients, and broader business partners. It requires deep investment expertise, strong commercial judgement, and close collaboration with portfolio managers to help position, represent, and develop our capabilities.

In partnership with the PMs, the Portfolio Specialist acts as the strategic lead for the investment messaging across assigned strategies. The role is both investment-led and client facing, where the Portfolio Specialist coordinates the success of potential opportunities by working closely with a team of portfolio analysts, institutional writers, RFP editors and other associates, as well as playing a key role with the asset retention of existing clients and business development initiatives.

The role requires the ability to drive high-impact engagements with clients and prospects to better understand their specific needs and propose potential solutions around existing capabilities, and to translate insights into clear, compelling messages for clients, prospects, consultants, and internal stakeholders.

For this position, the Portfolio Specialist will initially lead the promotion of the US Mid-Cap Growth Equity strategy with an expectation of expanded small and mid-cap strategy coverage in due course. The strategies operate within T. Rowe Price Investment Management. It will require at the onset a commercial mindset and a willingness to educate our clients on our investment approach, to service a large book of investors, as well as being able to present our capabilities both internally and externally.

Responsibilities

• Serve as the primary US Mid-Cap Growth Equity portfolio specialist contributing to portfolio, market, performance, client, and product discussions.
• Alongside the portfolio managers, own the strategy’s commercial and investment narrative, ensuring clear, consistent and compelling messaging for diverse audiences.
• Build deep partnerships with portfolio managers to accurately represent their process, positioning, and investment views.
• Act as an equity expert, articulating investment philosophy, process, portfolio positioning, performance, risk profile, competitive positioning, and investment relevance for clients.
• Drive commercial growth through client engagement, prospecting, consultant support, marketing, and distribution partnership. Shape solutions, content, and positioning that connect investment insights to evolving client needs.
• Lead effort with distribution on marketing and PR activities, as well as client events, related to US Mid-Cap Growth Equity.
• Travel regularly in North America to support the investment team and distribution efforts.
• The position location is preferably based in Baltimore.

What this role offers

This role is ideal for someone who enjoys sitting at the intersection of investment management, client engagement, and business development. You will work side by side with portfolio managers, develop deep expertise in T. Rowe Price Investment Management’s equity capabilities, influence commercial outcomes, and drive business growth, thereby contributing directly to the evolution and success of a strategic franchise.

Qualifications

Required:

• Prior experience with US equity strategies, preferably with US mid-cap growth equities and/or US small and mid-cap equities.
• Demonstrated ability to communicate complex investment concepts clearly to a wide range of audiences.
• Proven ability to navigate global investment organizations and collaborate effectively with portfolio managers, investment professionals, product, marketing, sales, and client service teams.
• High level of energy and leadership, with a track record of supporting commercialization efforts and driving initiatives to completion in a team-oriented environment.
• Comfortable using AI-enabled tools and workflows for analysis, data aggregation, and content generation, while maintaining responsibility for validation, interpretation, and quality control.

Preferred:

• Minimum of 10 years of investment experience in a similar role, 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.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$200,000.00-$300,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$200,000.00-$300,000.00 for the location of: Washington, D.C.
$200,000.00-$300,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

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.

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Community / Marketing Title: Portfolio Specialist – Mid-Cap Growth Equity

Company Profile:

Location_formattedLocationLong: Baltimore, 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.