Portfolio Analyst

2 weeks ago

London, United Kingdom eFinancialCareers Full time

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.?? We are a premier?asset?manager?focused on delivering global investment management excellence and retirement services that investors can rely on today and in thefuture. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

Whilst the PA will not have responsibility for representing specific strategies, they will have a working knowledge of how T Rowe Price embeds ESG into its investment process across a range of strategies and also of the growing range of socially responsibleand impact strategies. The A will be an expert in the various analytical resources available (i.e. Sustainalytics, MSCI ESG Ratings, LENS etc.) and will provide support to the broader ISG team as needed.

**PRINCIPAL RESPONSIBILITIES**

**Research & Analysis**
- Creates custom analysis either to anticipate client concerns or to respond to client inquiries in a time sensitive environment on a global scale.
- Creates quality and nuanced investment messaging to effectively communicate and position results of analysis and inform key stakeholders. Messages are appropriately tailored for specific audiences and regions.
- Develop or assit in developing regular updates to inform the enterprise of ESG related developments and implications for T. Rowe Price investment strategies.

**Provide Leverage to Other Investment Professionals**
- Represent the IS, the Responsible Investing and Corporate Governance teams in response to associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions. Act as an authoritative investment resource for contentcreation including custom presentations, exhibits and analysis (i.e. on ESG topics/themes, on T Rowe Price’s approach to ESG) used by Investment Management, portfolio and investment specialists and the Business Units. Content is often appropriately tailoredto applicable audience and region.
- Represent investments perspective on sales and marketing collateral, this can include development, review and/or sign-off responsibilities.
- Associate will likely be asked to offer support to RfP team on ESG related questionnaires.

**Franchise & Topic Area Support**
- Maintain relationships necessary to navigate an often-complex organizational structure and evolving regulatory environment in order to respond to client needs.
- Contribute to an informed sales group by providing general education, onboarding, one-on-one coaching and facilitating quarterly meetings with distribution associates. Messages will be appropriately tailored to business unit and region.
- Educate and train diverse groups of TRP associates about a broad range of ESG topics as well as the approach of our Responsible Investing and Corporate Governance teams. Messages will be appropriately tailored to business unit and region
- Partner with the IS to develop ESG-related RFP content as needed
- Support the full sales cycle (obtaining consultant ratings, prospecting, sales meeting preparation, real-time sales and client service meeting follow-up, client retention inquiries).
- Responsible for helping raise and maintain brand awareness globally by working with Marketing, PR, Distribution and other enterprise groups.

**PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS**:

- Academic excellence
- Minimum of 5 years Asset Management experience in a related field
- Charter Financial Analyst Accreditation (CFA) or currently working towards the CFA
- Outstanding analytical skills, both quantitative and qualitative
- Proven experience using various analytical resources such as Sustainalytics and MSCI ESG Ratings
- Advanced Excel skills
- Significant institutional and/or intermediary investor experience
- Able to prioritize work and meet deadlinesExcellent written and verbal communication

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