The Senior Portfolio Investment Analyst will reside within the Investment and Trading Solutions team, acting as a strategic partner to portfolio managers, traders, and other investment staff. This role will focus on equity and multi-asset portfolio modeling and analysis, cash management and FX process. The analyst will play a key role in ensuring efficient portfolio management across asset classes while driving best practices in cash and FX processes.

Principal Responsibilities

Equity Portfolio Management

• Partner directly with portfolio management teams on day-to-day modeling of equity strategies, including exposure monitoring, trade allocations, and cash flow management.
• Utilize internal systems for portfolio management and trade modeling.
• Coordinate with analysts, portfolio managers, traders, compliance, and legal on portfolio and security transactions.
• Monitor portfolio analytics and generate accurate orders through the trade cycle.
• Support the investment process and perform ad-hoc analysis related to portfolio strategies.
• Exposure to modelling of multi-asset strategies

Cash & Currency Management

• Provide back up support to the Cash and FX investment analyst
• Oversee cash balances and cash flow activity for equity and fixed income accounts.
• Evaluate and reconcile cash and FX data, ensuring proper trading and settlement timing.
• Manage currency needs for accounts; monitor balances and trading activity to identify FX requirements, raise FX orders, and address repatriation needs.
• Coordinate communication regarding cash flows and related trading strategies across teams.

Qualifications

Required

• 5+ years of TRowe or related experience.
• Bachelor’s degree in business, Finance, Economics, Math, or related field.
• Strong analytical skills, problem solving ability, and attention to detail.
• Proficient with technology (Python, R, SQL) and a data-driven mindset.
• Knowledge of derivatives, multiple asset classes, and FX markets.
• Excellent written and verbal communication and organizational skills.
• Ability to assimilate information from multiple parties to make pertinent trading decisions.
• Project management experience.
• Ability to work independently and collaboratively within a larger team.
• High ethical standards, intellectual curiosity, and creativity.

Preferred

• Progress toward an advanced degree or professional designation (MBA, MS in Finance, CFA, CPA).
• Experience with cash and FX management in institutional portfolios.

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.

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 orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.