Portfolio Specialist – Capital Appreciation Strategies Suite

About the position At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary The Portfolio Specialist is a senior member of the investment organization responsible for supporting T. Rowe Price’s Capital Appreciation franchise. The investment strategies within this franchise are multi-asset investing across equities and fixed income. The Portfolio Specialist partners closely with portfolio managers and investment teams to represent the strategies in meetings and communications with institutional and intermediary prospects, clients, consultants, and internal stakeholders. A primary objective of the role is to leverage the time portfolio managers spend in client-facing activities, enabling greater focus on the investment process while ensuring high-quality investment communication and client engagement. The role requires deep investment knowledge, strong commercial judgment, and the ability to clearly articulate portfolio construction, risk management, and performance outcomes to sophisticated audiences. Willing to consider a remote arrangement.

Responsibilities

• Serve as a primary investment representative for the strategies within the Capital Appreciation franchise in meetings with institutional and intermediary prospects, clients, and consultants, alongside sales and client service partners.
• Support asset gathering and retention efforts through effective communication of the strategies investment philosophy, objectives, portfolio positioning, and performance.
• Maintain in-depth knowledge of the strategies, including equity and fixed income exposures, security selection, asset allocation, and risk management.
• Provide clear performance attribution and market context, with an emphasis on how each strategy seeks to deliver its stated objective
• Own the investment message for the franchise and partner with internal teams (portfolio analysts, institutional writers, marketing, and RFP teams) to ensure accuracy and consistency across all client-facing materials.
• Collaborate closely with portfolio managers and analysts by attending investment meetings and staying aligned with evolving views and portfolio decisions.
• Partner effectively with portfolio specialists in other regions to support global sales efforts.
• Educate internal distribution, consultant relations, and client service teams in group and one-on-one settings.
• Contribute to broader market and portfolio construction discussions when appropriate, including non-product-specific conversations related to capital markets and risk management.
• Travel as required to support client, consultant, and internal engagement.

Requirements

• Bachelor’s degree from an accredited institution.
• Minimum 7–10 years of experience in the investment management industry.
• Strong buy-side experience, preferably in portfolio management, investment research, equity or multi-asset investing, or institutional and/or intermediary client-facing roles.
• Deep understanding of equity and fixed income markets, asset allocation, and risk-aware investment strategies.
• Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.
• Proven track record of successful franchise management focused on growing and servicing a diverse client base.
• Exceptional interpersonal, communication, presentation, and relationship-management skills.
• Ability to operate effectively in a collaborative, fast-paced, and unstructured environment.
• High level of personal integrity, motivation, and service orientation.
• High energy level and drive to succeed coupled with the poise and temperament necessary to work effectively in a team environment.

Nice-to-haves

• Prior experience working directly with portfolio managers or investment teams.
• MBA and/or CFA designation strongly preferred.

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits

Apply tot his job Apply To this Job