T. Rowe Price
Portfolio Specialist, US Equity and Global Tech Equity
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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 part of the Investment Division and is a key member of the investment team. The position is a critical link between portfolio management, distribution, clients, and broader business partners. It requires deep investment expertise, strong commercial judgement, and close collaboration with portfolio managers to help position, represent, and develop our capabilities.
In partnership with the PMs, the Portfolio Specialist acts as the strategic lead for the investment messaging across assigned strategies. The role is both investment-led and client facing, where the Portfolio Specialist coordinates the success of potential opportunities by working closely with a team of portfolio analysts, institutional writers, RfP editors and other associates, as well as playing a key role with the asset retention of existing clients.
The role requires the ability to drive high-impact engagements with clients and prospects to better understand their specific needs and propose potential solutions around existing capabilities, and to translate insights into clear, compelling messages for clients, prospects, consultants, and internal stakeholders.
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For this position, the Portfolio Specialist will lead the promotion of a range of US Growth-oriented Equity strategies as well as Global Tech equity strategies in EMEA. It will require at the onset a commercial mindset and a willingness to educate our clients on our investment approach, to service a large book of investors, as well as being able to present our capabilities both internally and externally.
Responsibilities
- Serve as a core member of the US Growth Equity and the Global Tech Equity teams, contributing to portfolio, market, performance, client, and product discussions.
- Alongside the portfolio managers, and portfolio specialists in other regions, own the strategy’s commercial and investment narrative, ensuring clear, consistent and compelling messaging for diverse audiences.
- Build deep partnerships with portfolio managers to accurately represent their process, positioning, and investment views.
- Act as an Equity expert, articulating investment philosophy, process, position, performance, risk profile, competitive positioning, and investment relevance for clients.
- Drive commercial growth through client engagement, prospecting, consultant support, marketing, and distribution partnership. Shape solutions, content, and positioning that connect investment insights to evolving client needs.
- Lead effort with distribution on marketing and PR activities, as well as clients’ events, related to US and Global Tech equities.
- Travel regularly to Baltimore and EMEA to support investment team and distribution efforts.
What this role offers
This role is ideal for someone who enjoys sitting at the intersection of investment management, client engagement, and business development. You will work side by side with portfolio managers, develop deep expertise in a growing equity capability, influence commercial outcomes, and drive business growth, thereby contributing directly to the evolution and success of a strategic franchise.
Qualifications
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- Minimum of 10 years of buy-side experience in a similar role, portfolio management, investment research, investment consulting, or institutional client service.
- Prior experience with fundamental US Equity and Global Tech equity strategies.
- Demonstrated ability to communicate complex investment concepts clearly to a wide range of audiences.
- Proven ability to navigate global investment organizations and collaborate effectively with portfolio managers, investment professionals, product, marketing, sales, and client service teams.
- High level of energy and leadership, with a track record of supporting commercialization efforts and driving initiatives to completion in a team-oriented environment.
- Comfortable using AI-enabled tools and workflows for analysis, data aggregation, and content generation, while maintaining responsibility for validation, interpretation, and quality control.
- Language required: English (essential) and other European languages (optional).
Commitment to Diversity, Equity, and Inclusion:
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, colour, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
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