Portfolio Specialist - US Fixed Income (High Yield)
Company: T. Rowe Price
Posted on: April 10, 2021
A career at T. Rowe Price says you want to contribute and make a
difference at a leading global investment management firm where
success results from the dedication our associates have in building
success for our clients. We are a growing organization of
associates from diverse backgrounds, experiences, and perspectives.
We take a long-term view on associates and their careers. Our
associates do phenomenal work with purpose, and as a result, we
provide growth opportunities through in-person and online training,
management development programs, and career development on the job.
If you are seeking a meaningful work experience along with a
workplace culture that thrives on teamwork, we invite you to
explore the opportunity to join us. The primary role of the
Portfolio Specialist is to support portfolio managers across a
range of fixed income strategies, by representing them in meetings
and communications with institutional and intermediary prospects,
clients, consultants, and internal staff. This specialist will be
the lead on the US High Yield strategy and will also be conversant
on fixed income markets generally. The specialist is required to
travel to meet with clients, prospects and consultants primarily in
the US and EMEA but potentially also in other regions. The US High
Yield team is located in Philadelphia. If not based in
Philadelphia, the Portfolio Specialist will be expected to spend a
significant amount of time in the Philadelphia office in order to
build relationships and stay connected with the US High Yield team.
A primary objective of the role is to minimize the amount of time
spent by portfolio managers and their investment teams meeting and
communicating with prospects, clients, and consultants; enabling
portfolio management teams to place maximum focus on the investment
process, while at the same time helping to ensure that the firm
excels in its sales and client service efforts. The Portfolio
Specialist is responsible for the message of strategies supported
and works closely with portfolio analysts, institutional writers,
and other internal staff to ensure that all communications,
marketing materials, RFP responses, etc. are current and accurate.
The Portfolio Specialist also works closely with sales, consultant
relations, client service and other internal staff to communicate
relevant information regarding the investment strategies supported;
including reviewing investment performance, portfolio composition
and characteristics, rationale for holdings, investment decisions,
etc. The Portfolio Specialist is accompanied by sales and client
service professionals in meetings and presentations. Support the
gathering and retention of assets under management by working
closely with sales and client service professionals. Serve as the
representative of the portfolio manager in meetings with
institutional and intermediary prospects, clients, and consultants.
Maintain in-depth knowledge of investment strategies covered.
Attend investment meetings, read research reports, utilize
information services, etc. to maintain knowledge base required to
successfully represent portfolio managers and investment strategies
covered. Serve as the expert for investment strategies covered.
Provide investment strategy and performance context, voice, and
messaging guidance to internal staff, including portfolio analysts,
institutional writers, and other staff responsible for producing
and delivering content to internal and external audiences. Provide
investment strategy education to internal staff in one-on-one or
group settings as appropriate. Qualifications: Preferred:
- Minimum of 5-10 years of proven experience in the investment
management industry. Proven experience can include portfolio
management, investment research, investment consulting, or
institutional client service. Previous experience working as an
investment analyst or portfolio manager is helpful. MBA and/or CFA
is highly desired. Required
- Undergraduate degree from an accredited institution
- Strong preference for buy side experience in portfolio
management, investment research, or institutional client
- Previous experience with absolute return type strategies
- Must have a passion for the investment business with a deep
understanding of investment concepts and have a strong working
knowledge of investment strategies and tactics.
- Demonstrated track record of success in effectively presenting
complex concepts to a wide variety of audiences.
- Outstanding relationship management skills with ability to
interact well with portfolio managers, other investment
professionals, sales and client service professionals, and
institutional clients and consultants.
- Strong interpersonal, communication, and presentation
- Ability to work well within a collaborative, but fast-paced and
- Highly motivated and a self-starter.
- Possess a high level of personal integrity and a passion for
achieving competitive results.
- Demonstrate a high energy level and desire to succeed coupled
with the poise and temperament necessary to work effectively in a
- Relevant experience can include portfolio management,
investment research, investment consulting, or institutional client
- Ability to travel domestically and internationally
approximately 20-40% of the time. T. Rowe Price is committed to
providing our associates with a comprehensive total rewards benefit
program, including wellness, retirement and quality-of-life
benefits. --- Please view What We Offer to see what's available to
you. 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. Full time 49566 About Us T.
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.
Keywords: T. Rowe Price, Baltimore , Portfolio Specialist - US Fixed Income (High Yield), Other , Baltimore, Maryland
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