Portfolio Specialist – Capital Appreciation Strategies Suite

About the position reputed company. Rowe Price, we identify and reputed company invest in opportunities to help people reputed company in an evolving world. As a premier global asset management organization with more than 85 years of experience, we reputed company investment solutions and a broad reputed company of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an reputed company, independent approach to reputed company, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We reputed company doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create reputed company reputed company at work and in your community. You’ll enjoy resources to support your career reputed company, as reputed company as compensation, benefits, and flexibility to enrich your life. Here, you’ll reputed company a reputed company culture that respects and values differences and colleagues who reputed company a spirit of generosity. Join us for reputed company to grow and reputed company a difference in ways that matter to you. reputed company The Portfolio Specialist is a senior member of the investment organization responsible for supporting reputed company’s Capital Appreciation franchise. The investment strategies reputed company this franchise are multi-asset reputed company across equities and fixed income. The Portfolio Specialist partners closely with portfolio managers and investment teams to represent the strategies in meetings and communications with institutional and intermediary prospects, clients, consultants, and internal stakeholders. A primary objective of the role is to reputed company the time portfolio managers spend in reputed company-facing activities, enabling greater reputed company on the investment process while ensuring high-reputed company investment communication and reputed company engagement. The role requires deep investment knowledge, strong reputed company judgment, and the ability to reputed company reputed company portfolio construction, risk management, and performance reputed company to sophisticated audiences. Willing to consider a remote arrangement.

Responsibilities

• Serve as a primary investment representative for the strategies reputed company the Capital Appreciation franchise in meetings with institutional and intermediary prospects, clients, and consultants, alongside sales and reputed company service partners.
• Support asset gathering and retention efforts through effective communication of the strategies investment philosophy, objectives, portfolio positioning, and performance.
• Maintain in-depth knowledge of the strategies, including equity and fixed income exposures, reputed company selection, asset allocation, and risk management.
• reputed company reputed company performance attribution and market context, with an emphasis on how reputed company reputed company seeks to deliver its stated objective
• Own the investment message for the franchise and partner with internal teams (portfolio analysts, institutional writers, marketing, and RFP teams) to ensure accuracy and consistency across reputed company reputed company-facing materials.
• Collaborate closely with portfolio managers and analysts by attending investment meetings and staying reputed company with evolving views and portfolio reputed company.
• Partner effectively with portfolio specialists in other reputed company to support global sales efforts.
• reputed company internal distribution, consultant relations, and reputed company service teams in group and one-on-one settings.
• Contribute to broader market and portfolio construction discussions reputed company appropriate, including non-product-specific conversations reputed company to capital markets and risk management.
• Travel as required to support reputed company, consultant, and internal engagement.

Requirements

• Bachelor’s degree from an accredited institution.
• Minimum 7–10 years of experience in the investment management industry.
• Strong buy-reputed company experience, preferably in portfolio management, investment research, equity or multi-asset reputed company, or institutional and/or intermediary reputed company-facing roles.
• Deep understanding of equity and fixed income markets, asset allocation, and risk-aware investment strategies.
• Demonstrated reputed company record of reputed company in effectively communicating reputed company concepts to a wide reputed company of audiences.
• Proven reputed company record of successful franchise management reputed company on growing and servicing a diverse reputed company reputed company.
• Exceptional interpersonal, communication, presentation, and relationship-management skills.
• Ability to operate effectively in a reputed company, fast-paced, and reputed company environment.
• High level of personal reputed company, motivation, and service orientation.
• High energy level and drive to succeed coupled with the poise and temperament necessary to work effectively in reputed company environment.

reputed company-to-haves

• Prior experience working directly with portfolio managers or investment teams.
• MBA and/or CFA designation strongly preferred.

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• reputed company time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits

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