Portfolio Specialist – Capital Appreciation Strategies Suite jobs in United States
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T. Rowe Price Singapore · 3 days ago

Portfolio Specialist – Capital Appreciation Strategies Suite

T. Rowe Price is a premier global asset management organization with over 85 years of experience, providing investment solutions across various asset classes. The Portfolio Specialist role involves supporting the Capital Appreciation franchise by collaborating with portfolio managers and effectively communicating investment strategies to clients and stakeholders.

Financial Services
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H1B Sponsor Likelynote

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

Qualification

Investment management experienceEquityFixed income knowledgePortfolio managementCFA designationMBARelationship managementCommunication skills

Required

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

Preferred

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

Company

T. Rowe Price Singapore

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T. Rowe Price is a premier global asset management organisation, actively investing in opportunities to help people thrive in an evolving world.

H1B Sponsorship

T. Rowe Price Singapore has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (80)
2024 (67)
2023 (58)
2022 (113)
2021 (67)
2020 (70)

Funding

Current Stage
Growth Stage
Company data provided by crunchbase