Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Analyze investment portfolios and develop content for key stakeholders in fixed income.
- Company: Join T. Rowe Price, a leader in asset management with a focus on client service.
- Benefits: Enjoy opportunities for growth, collaboration, and mentorship in a dynamic environment.
- Why this job: Engage with senior professionals and contribute to impactful investment strategies globally.
- Qualifications: 3+ years in asset management, CFA accreditation or in progress, strong communication skills.
- Other info: Fluency in European languages is a plus; passion for ESG issues is valued.
The predicted salary is between 43200 - 72000 £ per year.
The Senior Portfolio Analyst (PA) serves as a subject matter resource for specific T. Rowe Price investment strategy(s) and a representative of those investment portfolios across the firm. The Senior PA is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to inform key stakeholders, with a focus on global multi-sector bond portfolios allocating to government, corporate bonds, securitized and high yield.
The Senior PA has the opportunity to engage with both the portfolio manager and portfolio specialist, and any other senior or lead portfolio analyst that may be on the team while working to help ensure the consistency, accuracy, and integrity of investment messages across relevant regions, distribution channels, and audiences. Analysis and content developed by the Senior PA supports the firm’s efforts to provide outstanding client service and to gather and retain assets.
The Senior PA must continuously grow and adapt to meet changing demands and a wide range of requests for support as markets, strategy lifecycles, and performance cycles evolve over time. The Senior PA must excel at working independently, collaborating with key professionals, and leading projects to completion. The role is responsible for participating on project teams and collaborating effectively with various groups across the enterprise.
PRINCIPAL RESPONSIBILITIES
Research & Analysis
Conduct analysis on assigned investment strategies while incorporating financial market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning to support the needs of the portfolio manager or portfolio specialist. Research conducted by the Senior PA may also provide direct support for marketing, sales, and client service efforts.
Create custom analysis, often under the direction of the portfolio specialist, either to anticipate client concerns or to respond to client inquiries in a time sensitive environment on a global scale.
Develop and maintain knowledge necessary to act as a subject matter resource on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers. Subject matter knowledge is used to support existing strategies and may be used to bolster new product initiatives.
Create quality and nuanced investment messaging, often in conjunction with the portfolio specialist, to effectively communicate and position results of analysis and inform key stakeholders.
Develop and deliver quarterly strategy updates often in conjunction with the portfolio specialist to inform the enterprise of investment results and views on assigned strategies.
Grow and maintain expertise on multiple investment data applications to extract investment data and conduct analysis.
Provide Leverage to Other Investment Professionals
Support and in some cases represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions.
Act as an investment resource for content creation including custom presentations, exhibits and analysis (i.e. mini kits, capital market decks, matrixes, new product collateral, etc.) used by investment staff, portfolio specialists and other business units, including distribution.
Assist with the creation of model portfolios and onboarding of customized mandates.
Provide investment support for, and sometimes represent investment staff’s perspective on sales and marketing collateral; this can include development, review and/or sign-off responsibilities.
Potentially participate in client meetings and/or client investment reviews, depending on coverage area and business needs
Franchise & Asset Class Support
Develop and maintain relationships necessary to navigate an often-complex organizational structure and evolving regulatory environment to respond to client needs.
Contribute to an informed salesforce by providing general education, onboarding, one-on-one coaching, and the facilitation of quarterly meetings with distribution associates.
Educate and train diverse teams within T. Rowe Price on assigned investment portfolios.
Provide franchise support on RFPs as well as written commentaries on assigned strategy coverage.
Support the full sales cycle (obtain consultant ratings, prospecting, sales meeting preparation, real-time sales, finals, and client service meeting follow-up, client retention inquiries) as well as the effort for portfolio customization.
Help raise and maintain brand awareness globally by working with marketing, PR, distribution, and other enterprise groups.
Assist in mentoring new and junior members of the team.
Minimum of 3 years Asset Management experience in a related field
Charter Financial Analyst Accreditation (CFA) or currently working towards the CFA
Solid understanding of Fixed Income and corporate bonds
Personal interest in Environment, Social and Governance (ESG) issues
Good knowledge of derivative instruments
Experience with market data services (Bloomberg, PORT, Haver) and advanced Excel skills
Strong communication skills
Can work independently on analysis and messaging
Can navigate the organization and build relationships
Preferred:
European language such as Italian or German preferred but not essential
Senior Portfolio Analyst, Fixed Income employer: T. Rowe Price
Contact Detail:
T. Rowe Price Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Portfolio Analyst, Fixed Income
✨Tip Number 1
Familiarize yourself with T. Rowe Price's investment strategies, especially in fixed income and multi-sector bond portfolios. Understanding their approach will help you engage effectively with portfolio managers and specialists during the interview process.
✨Tip Number 2
Stay updated on current market conditions and trends in fixed income investments. Being able to discuss recent developments or challenges in the market will demonstrate your expertise and readiness for the role.
✨Tip Number 3
Network with professionals in the asset management field, particularly those who have experience with T. Rowe Price or similar firms. Building relationships can provide valuable insights and potentially lead to referrals.
✨Tip Number 4
Prepare to showcase your analytical skills by discussing specific examples of past projects where you conducted in-depth analysis or created investment messaging. This will highlight your ability to contribute to the team effectively.
We think you need these skills to ace Senior Portfolio Analyst, Fixed Income
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in asset management, particularly in fixed income and corporate bonds. Emphasize any analytical roles you've held and your familiarity with investment data applications.
Craft a Compelling Cover Letter: In your cover letter, express your passion for investment analysis and your understanding of the role's responsibilities. Mention your CFA status or progress, and how your skills align with T. Rowe Price's investment strategies.
Showcase Communication Skills: Since strong communication skills are essential for this role, provide examples in your application of how you've effectively communicated complex financial concepts to various stakeholders in previous positions.
Highlight Collaborative Experience: Demonstrate your ability to work independently and collaboratively by sharing specific instances where you led projects or worked with cross-functional teams to achieve common goals in your application.
How to prepare for a job interview at T. Rowe Price
✨Showcase Your Analytical Skills
As a Senior Portfolio Analyst, your ability to analyze investment portfolios is crucial. Be prepared to discuss specific examples of your past analyses, including how you incorporated market conditions and competitor analysis into your work.
✨Demonstrate Subject Matter Expertise
Familiarize yourself with T. Rowe Price's investment strategies, especially in fixed income. Highlight your knowledge of global multi-sector bond portfolios and be ready to discuss how you can contribute to the firm's investment messaging.
✨Emphasize Collaboration Experience
This role requires effective collaboration with various teams. Share experiences where you've successfully worked with portfolio managers or specialists, and how you navigated complex organizational structures to achieve project goals.
✨Prepare for Client Interaction Scenarios
Since the role may involve client meetings, think about how you would handle client inquiries or concerns. Prepare to discuss how you would create custom analyses to address client needs in a timely manner.
