T. Rowe Price · 1 day ago
Portfolio Specialist – Capital Appreciation Strategies Suite
Baltimore, MD
Full-time
Hybrid
Senior Level
$175K/yr - $275K/yr
7+ years expT. Rowe Price is a premier global asset management organization with over 85 years of experience, dedicated to helping people thrive through effective investment solutions. The Portfolio Specialist plays a key role in supporting the Capital Appreciation franchise by collaborating with portfolio managers and investment teams to enhance client engagement and communication regarding investment strategies.
Business DevelopmentFinanceFinancial ExchangesFinancial Services
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
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
T. Rowe Price is an investment management firm that focuses on funding technology startups.
5001-10000 employees
H1B Sponsorship
T. Rowe Price 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
Public CompanyTotal Funding
unknown1986-04-11IPO
Leadership Team
Ramon Richards
Chief Technology Officer
G
Geoffrey Hardin
Vice President - Senior Rates / FX Trader
Recent News
2026-01-17
2026-01-17
2026-01-17
Company data provided by crunchbase