Lead Portfolio Analyst

5 months ago

Sydney, Australia T. Rowe Price Group, Inc. Full time

Lead Portfolio Analyst - Equity

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

**ROLE SUMMARY**

**Principal Responsibilities**

**Research & Analysis**
- Conduct analysis on assigned investment strategies while incorporating financial market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning to support the needs of the portfolio manager or portfolio specialist. Research conducted by the Lead PA will often provide direct support for marketing, sales, and client service efforts.
- Create custom analysis either to anticipate client concerns or to respond to client inquiries in a time sensitive environment on a global scale.
- Create quality and nuanced investment messaging to effectively communicate and position results of analysis and inform key stakeholders. Messages are appropriately tailored for specific audiences and regions.
- Develop and deliver quarterly strategy updates to inform the enterprise of investment results and views on assigned strategies.

**Provide Leverage to Other Investment Professionals**
- Represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions.
- Act as an authoritative investment resource for content creation including custom presentations, exhibits, and analysis (i.e. mini kits, capital market decks, matrixes, new product collateral, etc.) used by investment staff, portfolio specialists and other business units, including distribution. Content is often appropriately tailored to applicable audience and region.
- Represent investment staff's perspective on sales and marketing collateral; this can include development, review and/or sign-off responsibilities.
- Potentially participate and/or lead client meetings and/or client investment reviews, depending on coverage area and business needs.

**Franchise & Asset Class Support**
- Maintain relationships necessary to navigate an often-complex organizational structure and evolving regulatory environment to respond to client needs.
- Contribute to an informed salesforce by providing general education, onboarding, one-on-one coaching, and the facilitation of quarterly meetings with distribution associates. Messages are often appropriately tailored to business unit and region.
- Educate and train diverse teams within T. Rowe Price on capital markets, investments, economics, asset classes, and investment portfolios. Messages are often appropriately tailored to business unit and region.
- Provide franchise support on RFPs as well as written commentaries on assigned strategy coverage.
- Support the full sales cycle (obtain consultant ratings, prospecting, sales meeting preparation, real-time sales, finals, and client service meeting follow-up, client retention inquiries).
- Help raise and maintain brand awareness globally by working with marketing, PR, distribution, and other enterprise groups.
- Mentor new and junior members of the team.

**PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS**

**Typical Qualifications**:

- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 8+ years of total relevant work experience

**Preferred Qualifications**:

- 8+ years of investment experience
- CFA and/or Master's degree
- Asset class expertise
- Significant institutional and/or intermediary investor experience
- Outstanding analytical skills, including the use of Excel
- Strong communication skills
- Can work independently on analysis and messaging
- Can navigate the organization and build relationships
- Can lead and drive analytical projects to successful conclusions

**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.

**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, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientati

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