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Investment Specialist, US Equity

Employer
T. Rowe Price
Location
Baltimore, Maryland (US)
Salary
Commensurate with experience
Closing date
Jun 6, 2019

View more

Job Function
Other
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Job Details

Primary Purpose of the Position

The primary purpose of the Investment Specialist role is to provide leverage to the investment organization by sharing T. Rowe Price’s investment insights within an assigned asset class primarily (but not exclusively) to US Intermediary (USI) prospects, clients, and consultants. As a member of the investment organization, and especially through partnering with Portfolio Specialists and Portfolio Analysts, this individual will maintain subject matter expertise within their asset class. They will be responsible for tying together various investment and market insights of their assigned asset class to develop content and share those perspectives with clients, allowing for more well-informed investment decisions and for more consultative conversations between the TRP sales team and the financial advisors. This role will spend the majority of the time (between 35-50%) traveling in the field and at conferences with the sales teams, supporting T. Rowe Price’s positioning in the market and ongoing sales and client retention efforts.

Principle Responsibilities

  • Maintain broad knowledge of investment perspectives within assigned asset class by attending relevant investment meetings and leveraging insights from the investment staff, investment division head, and portfolio specialist/portfolio analyst team (Investment Specialist Group colleagues) in order to articulate a broader point of view of the asset class. 
  • Create content and proactively push out to the field sales teams on a frequent basis to position those teams to have informed discussions on asset class related news with their end clients.  The intermediary distribution team will be the Investment Specialist’s primary internal client.
  • Support the gathering and retention of assets under management by working closely with sales and client service professionals, with a focus on the Broker/Dealer, Registered Investment Advisor (RIA) and Regional Bank distribution channels - though their work may extend to other audiences and channels as needed.  The role also serves as an extension of the investment team representing their asset class in meetings with prospects, clients, and consultants.  Meeting types may vary to include one-to-one meetings as well as larger group presentations of 50 or more.
  • In partnership with distribution colleagues, stay up to date on T. Rowe Price’s broader investment offerings to consult on client needs and potentially match with a T. Rowe Price product offering.  When necessary, handoff to Portfolio Analyst or Portfolio Specialist when additional depth is required on any given strategy. 
  • A heavy travel schedule will exist, one can expect 35-50% of their time on the road supporting our distribution partners.
  • Provide education to internal staff in one-on-one or group settings as appropriate.

Qualifications

  • Minimum of 7-10 years of experience in the investment management industry.  Relevant experience can include investment research, portfolio analysis, investment consulting, or institutional client service.
  • MBA and/or CFA highly desired (or highly tenured investment individual).
  • Must be willing to travel
  • 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.
  • Relevant asset-class experience desired.
  • Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.
  • Exceptional relationship management skills with ability to interact well with investment professionals (internal and external), sales and client service professionals, and institutional clients and consultants.
  • Strong interpersonal, communication, and presentation skills.
  • Ability to work well within a collegial, but fast-paced and unstructured environment.
  • Highly motivated and a self-starter who possess a high level of personal integrity and a passion for achieving competitive results.
  • Leadership skills

Preferred

  • Has demonstrated leadership capabilities managing strategy/franchise/or product group.
  • Client facing experience

Company

T. Rowe Price, headquartered in Baltimore, Maryland, is an investment management firm offering individuals and institutions around the world investment management guidance and expertise. The T. Rowe Price investment approach strives to achieve superior performance but is always mindful of the risks incurred relative to the potential rewards. Our consistent investment philosophy helps mitigate unfavorable changes and takes advantage of favorable ones. We provide our clients with world-class investment guidance as well as attentive service. Founded in 1937 by Thomas Rowe Price, Jr., the company offers separately managed investment portfolios for institutions and a broad range of mutual funds for individual investors and corporate retirement programs. In founding his firm, Mr. Price followed a very simple business principle: What is good for the client is also good for the firm. Rather than charge a commission, as was then the practice in the securities business, Mr. Price charged a fee based on the assets under management. If the client prospered, so did T. Rowe Price. Mr. Price is best known for developing the growth stock style of investing. Although he was trained as a chemist, he had a passion for investing. Mr. Price believed that investors could earn superior returns by investing in well-managed companies in fertile fields whose earnings and dividends could be expected to grow faster than inflation and the overall economy. The core of Mr. Price’s approach, proprietary research to guide investment selection and diversification to reduce risk, has remained part of the firm’s bedrock principles. Today, growth stock investing is one of the many investment styles the firm currently follows. T. Rowe Price also employs value-oriented, sector-focused, tax-efficient, and quantitative index-oriented approaches in managing mutual funds and institutional portfolios.

Company info
Telephone
410-345-4816
Location
100 East Pratt Street
Baltimore
MD
21202
US

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