T. Rowe Price

T. Rowe Price

Senior Portfolio Analyst – US Equity Large Cap Value

Baltimore, MD · Senior

Sponsorship not specified$100k-$160kDetected 26 days ago
SalesforceSalesResearchMentoringPublic SpeakingAdaptabilityCFA

About the role

  • Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world.
  • 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.

Responsibilities

  • Build and maintain deep subject matter knowledge of assigned strategies, portfolios, benchmarks, peers, and portfolio manager thinking through ongoing analysis, interaction with investment professionals, and review of investment materials.
  • Conduct analysis on assigned investment strategies, incorporating financial market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning to support portfolio managers and portfolio specialists.
  • Create custom, time-sensitive analysis, refining and validating outputs to ensure analytical rigor, accuracy, consistency, and alignment with approved investment messaging.
  • Develop and maintain expertise in investment data sources, platforms, advanced analytics, and AI-enabled tools, including data sourcing, construction, and limitations, demonstrating increasing independence in the analysis, synthesis, and interpretation of portfolio information.
  • Develop and deliver quarterly strategy updates, leveraging AI-enabled tools as appropriate to support drafting, comparison, and synthesis of results, while retaining ownership of final conclusions and messaging.
  • Execute responsibilities using AI-enabled analytics and automation to aggregate data, perform recurring analysis, identify comparisons, synthesize information, and generate initial analytical outputs, subject to appropriate human review.
  • Support and, in some cases, represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions.
  • Provide investment support for sales and marketing collateral, including development, review, and sign-off responsibilities.
  • Franchise & Asset Class Support:
  • Develop and maintain relationships necessary to navigate a complex organizational structure and evolving regulatory environment.

Requirements

  • Bachelor's degree or equivalent experience
  • 5+ years of relevant work experience
  • 6+ years of investment experience
  • CFA and/or Master's degree
  • Demonstrated experience using AI-enabled tools, automation, or analytics to execute analytical and content-related work efficiently and responsibly.
  • FINRA licenses are required and will be supported for this role.
  • Required:
  • Preferred:
  • Advanced analytical skills
  • FINRA Requirements
  • Work Flexibility
  • This role is eligible for hybrid work, with up to one day per week from home.
  • Base Salary Ranges
  • Please review the job posting for the location of this specific opportunity.

Compensation

  • $100,000.00-$160,000.00 for the location of: Maryland, Colorado, Washington and remote workers
  • $100,000.00-$160,000.00 for the location of: Washington, D.C.
  • $100,000.00-$160,000.00 for the location of: New York, California
  • Base salary is only one component of our total compensation package.

Benefits

  • As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
  • Featured employee benefits to enrich your life:
  • Annual bonus eligibility
  • A generous retirement plan
  • 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
  • Learn more about our benefits.

Equal opportunity

  • Here, you can expect equal opportunity and fair and consistent treatment for all.
  • equal opportunity employer and values diversity of thought, gender, and race.

Visa & Work Authorization

  • in, 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
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This listing is sourced directly from T. Rowe Price's careers page and normalized into a canonical job model.