Investment Specialist – Equities

T. Rowe Price

Investment Specialist role providing investment insights primarily for US Intermediary prospects and clients at T. Rowe Price, along with significant travel and collaboration responsibilities.

Posted 4/23/2026full-timeRemote • Maryland • 🇺🇸 United StatesSeniorLead💰 $175,000 - $275,000 per yearWebsite

About the role

Key responsibilities & impact

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.
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.
Provide education to internal staff in one-on-one or group settings as appropriate.

Requirements

What you’ll need

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.
Has demonstrated leadership capabilities managing strategy/franchise/or product group.
Client facing experience.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment researchportfolio analysisinvestment consultinginvestment strategiesinvestment tacticsfinancial data visualizationpresentation design

Soft Skills

relationship managementcommunicationpresentationinterpersonal skillsleadership