T. Rowe Price
Lead Portfolio Investment Analyst
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Portfolio Investment Analyst (PIA) – Global Roles – Head office, UK or Dublin office
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 organisation with over 85 years of experience, we provide investment solutions across equity, fixed income, and multi-asset strategies, serving individuals, advisors, institutions, and retirement plan sponsors. Our active, independent approach to investing helps clients feel confident while delivering meaningful partnership.
With a career at T. Rowe Price, you can expect:
- Real impact at work and in your community
- Support for career growth
- Competitive compensation, benefits, and flexibility
- A collaborative, inclusive culture that values diversity
Key About the Role
The Portfolio Investment Analyst (PIA) partners closely with Portfolio Managers and Traders to support the daily implementation and management of investment portfolios. This role applies investment and portfolio analytics to enhance portfolio construction, monitoring, and execution across Equity, Fixed Income, and/or Multi-Asset strategies. The PIA plays a critical role in aligning portfolios with client objectives and investment guidelines.
Responsibilities
- Partner with Portfolio Managers and Traders on daily portfolio management and implementation
- Apply portfolio and investment analytics to:
- Monitor exposures, risks, and portfolio characteristics
- Support portfolio modeling (e.g., trade allocations, cash flow management, exposure analysis)
- Work with portfolio management and trade modeling systems
- Monitor portfolio analytics to ensure accuracy across the trade cycle
- Execute trade processing and order coordination with analysts, traders, compliance, legal, and operational teams
- Provide analytical support for investment strategies, including ad-hoc analysis
- Contribute to improving portfolio implementation processes and controls
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Qualifications – Required
- Bachelor’s degree in Business, Finance, Economics, Math, or a related discipline
- 5+ years of relevant experience in investment or financial services, ideally in a portfolio analytics, implementation, or middle-office role
- Strong knowledge of investment and portfolio management concepts
- Technical proficiency with:
- Microsoft Excel (advanced applications)
- AI/automation tools (e.g., Co-Pilot)
- Basic analytical problem-solving and quantitative reasoning
- Strong attention to detail and ability to manage multiple priorities
- Clear, effective written and verbal communication for cross-functional collaboration
- Ability to work collaboratively in a fast-paced environment while adapting to urgent priorities
- High ownership and accountability, ensuring client-focused outcomes
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Qualifications – Preferred
- Progress toward or completion of an MBA, MS in Finance, or CFA designation
- Prior experience supporting Equity or Multi-Asset portfolios
- Familiarity with portfolio management or trading systems (e.g., Charles River)
- Python coding experience (advantageous, but not mandatory)
Flexibility and Culture
- Hybrid working: This position allows for up to one day per week (typically Fridays) remote work.
- Commitment to Diversity, Equity, and Inclusion (DEI):
- Inclusive work environment where colleagues can be authentic
- Equal opportunities and fair, consistent treatment for all under British laws
T. Rowe Price is an asset management firm empowering investors through transparent, trustworthy, and sustainable investment solutions.
T. Rowe Price is an equal opportunities employer. All roles follow hiring practices aligned with Employment Rights Act 1996, Equality Act 2010, ensuring fair treatment regardless of race, gender, religion, age, disability, or sexual orientation.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location