T. Rowe Price Associate Analyst, Asset Allocation in Baltimore, Maryland
Our mission as a leading investment management firm is to help our clients achieve their long-term financial goals. We believe our associates are the key to this mission and we are always looking for talented individuals who share our commitment to our client’s success.If you’re looking for challenging work experiences and the ability to learn in a collaborative culture, we invite you to explore the opportunities available at T. Rowe Price.
PRIMARY PURPOSE OF THE POSITION
This position will provide multiple aspects of product and portfolio management support associated with the additional customized client portfolios expected within Asset Allocation. The Associate Analyst would partner with Portfolio Managers in developing research and presentation materials for institutional clients & prospects in the U.S. and international markets. This position will also facilitate the development of Asset Allocation Committee related analysis and the ongoing integration of higher level investment information content.
Ongoing associate analyst responsibilities shall include:
Coordinating analysis in support of client and prospect portfolio design and discussion
Assist in preparing Asset Allocation Committee related content (Asset Allocation Viewpoints)
Assist in developing and coordinating analysis for client portfolios, due diligence materials, RFP responses and bespoke client inquiries
Synthesizing analysis for discussion with clients supporting structural changes and innovations in portfolios representing TROW’s best practices (e.g. introduction of Real Assets Fund and managed volatility)
Understanding and monitoring rationale behind portfolio positioning and drivers of performance within portfolios
Strong understanding of financial markets, instruments and T. Rowe Price funds/strategies
Development of summary interpretation of performance attribution and risk analysis
Development of summary interpretation of factors influencing underlying T. Rowe Price strategies across Asset Allocation portfolios
Analysis of peer group comparisons based on design and trends in positioning and performance
- Coordinate Agenda and Analysis for Weekly Investment Strategy, Asset Allocation Special Topics and Asset Allocation Committee meetings
Assist in developing agenda and materials supporting the Asset Allocation Committee
Synthesize and summarize investment research from Broker research and T. Rowe Price investment strategy pieces
Work with Asset Allocation Analyst team and external Broker research teams to coordinate analysis on special topics
- Conceptualize, Coordinate and Execute Custom AA Analysis
- Work with AA research team and AA Investment Analysts to execute client requests
- Portfolio Management
- Provide support to Portfolio Manager for AA Target Allocation Portfolios and Separate Accounts (38 accounts/$40 billion AUM)
- Client Communications and Presentations
Develop role as a point of contact with appropriate client service teams from distribution channels
Develop required presentation materials in close coordination with AA liaisons, ICM, Portfolio Analysts, Legal
Leverage content produced for other applications & contribute original content for use by others
As proficiency develops, represent TROW AA products before clients and consultants as part of the investment team for these products
Spectrum/PSFs/BAL/GAF/GAF SICAVs/Separate Accounts
Master’s degree in Finance, Accounting or a related field.
5+ years of experience in the financial services industry; ideally in a client facing role.
Experience with Asset Allocation products and related concepts
Completion of or progress towards CFA or comparable designation or a commitment to obtain the CFA charter in the future.
A self-starter with excellent analytical skills and knowledge of Finance / Accounting.
BA/BS degree in Finance or related field, with strong credentials and relevant financial services work experience.
Strong analytical and problem solving skills.
Excellent communication and inter-personal skills with the ability to excel in a dynamic and interactive team environment.
Ability to work independently as well as a part of a team.
T. Rowe Price is an Equal Opportunity EmployerT. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term.