Portfolio Specialist - U.s. Equity, International Equity And Global Equity Structured Research Strategies

T. Rowe Price UK

Baltimore, Maryland, United States
Base: $175,000.00-$275,000.00; bonus: discretionar...
Hybrid
10 years relevant work experience
Deep understanding of equity strategies
Exceptional relationship management skills
The role involves supporting portfolio managers by representing them in meetings with institutional clients and consultants to minimize their time spent on non-investment activities

Job Summary

  • The role involves supporting portfolio managers by representing them in meetings with institutional clients and consultants to minimize their time spent on non-investment activities.
  • Candidates must possess a deep understanding of U.S., international, and global equity strategies to effectively communicate complex investment concepts to diverse audiences.
  • The position offers a hybrid work schedule with up to one day per week from home, along with competitive compensation, annual bonus eligibility, and comprehensive benefits.

Matching Summary

The role involves supporting portfolio managers by representing them in meetings with institutional clients and consultants to minimize their time spent on non-investment activities.

Salary

Base: $175,000.00-$275,000.00; Bonus: Discretionary bonus eligible; Benefits: Generous retirement plan, health/wellness, paid time off

Skills & Requirements

Must-have

  • 10 years relevant work experience
  • Deep understanding of equity strategies
  • Exceptional relationship management skills
  • Willingness to travel 20% or more
  • Strong communication and presentation skills

Nice-to-have

  • Passion for achieving competitive results
  • Service orientation and high energy level
  • Ability to work in unstructured environments
  • Collaborative team spirit
  • High level of personal integrity

Key Requirements

  • Undergraduate degree from accredited institution
  • Minimum 10 years of relevant work experience
  • FINRA licenses required
  • MBA and/or CFA highly desired
  • Experience with US, international, and global equity strategies

Work Rights

Not specified

Tailored Resume

Cover Letter