Investment Specialist – Equities

Role Summary

The primary purpose of the Investment Specialist role is to provide leverage to the investment organization by sharing T. Rowe Price’s investment insights on global equities primarily (but not exclusively) to US Intermediary (USI) prospects, clients, and consultants. As a member of the investment organization, and especially through partnering with Portfolio Specialists and Portfolio Analysts, this individual will maintain subject matter expertise within their asset class. They will be responsible for tying together various investment and market insights of their assigned asset class to develop content and share those perspectives with clients, allowing for more well-informed investment decisions and for more consultative conversations between the TRP sales team and the financial advisors. This role will spend the majority of the time (between 35-50%) traveling in the field and at conferences with the sales teams, supporting T. Rowe Price’s positioning in the market and ongoing sales and client retention efforts.

Responsibilities

• Maintain broad knowledge of investment perspectives within assigned asset class by attending relevant investment meetings and leveraging insights from the investment staff.  Partner with the equity Investment Specialists as well as Portfolio Specialist/Portfolio Analyst teams within the Investment Specialist Group to construct presentations and messaging that is broadly reflective of T. Rowe Price’s view of global equities.   
• Collaborate with U.S. and international Investment Specialists to create content that will be proactively distributed to the field sales teams on a frequent basis to enable those teams to have informed discussions with their end clients.  The USI distribution team will be the Associate Investment Specialist’s primary internal client.
• Support the gathering and retention of assets under management by working closely with sales and client service professionals, with a focus on the Broker/Dealer, Registered Investment Advisor (RIA) and Regional Bank distribution channels - though their work may extend to other audiences and channels as needed.  The role also serves as an extension of the investment team representing their asset class in meetings with prospects, clients, and consultants.  Meeting types may vary to include one-to-one meetings as well as larger group presentations of 50 or more.
• In partnership with distribution colleagues, stay up to date on T. Rowe Price’s broader investment offerings to consult on client needs and potentially match with a T. Rowe Price product offering.  When necessary, handoff to Portfolio Analyst or Portfolio Specialist when additional depth is required on any given strategy. 
• A heavy travel schedule will exist, one can expect 35-50% of their time on the road supporting our distribution partners.
• Provide education to internal staff in one-on-one or group settings as appropriate.

Qualifications

Required:

• Minimum of 7-10 years of experience in the investment management industry.  Relevant experience can include investment research, portfolio analysis, investment consulting, or institutional/intermediary client service.
• Must be willing to travel
• Must have a passion for the investment business with a deep understanding of investment concepts and have a strong working knowledge of investment strategies and tactics.
• Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.
• Exceptional relationship management skills with ability to interact well with investment professionals (internal and external), sales and client service professionals, and institutional/intermediary clients and consultants.
• Strong interpersonal, communication, and presentation skills.
• Demonstrated ability to create compelling presentations that turn complex financial data into visually stimulating and easily digestible graphics/designs.  This activity would be in conjunction with the Presentation Design Team.
• Has demonstrated leadership capabilities managing strategy/franchise/or product group.
• Client facing experience.

Preferred:

• MBA and/or CFA highly desired (or highly tenured investment individual).
• Relevant asset-class experience desired.
• Ability to work well within a collegial, but fast-paced and unstructured environment.
• Highly motivated and a self-starter who possesses a high level of personal integrity and a passion for achieving competitive results.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$175,000.00-$275,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$175,000.00-$275,000.00 for the location of: Washington, D.C.
$175,000.00-$275,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. 

This job posting is expected to be available until:

08/31/2026

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. 

Benefits

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, color, 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.