Role Summary

The Portfolio Analyst (PA) serves as a subject matter resource for assigned T. Rowe Price investment strategies and represents those portfolios across the firm. The PA is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to inform key stakeholders.

The PA is expected to proactively leverage AI-enabled tools and workflows for analysis, data aggregation, and other content generation, while retaining responsibility for validation, interpretation, and quality control.

The PA leverages the time of portfolio managers, portfolio specialists, and senior analysts while ensuring consistency, accuracy, and integrity of investment messaging. The role requires adaptability, strong execution skills, curiosity about data sources, and a commitment to building investment and strategy-specific knowledge over time.

Responsibilities

Research & Analysis:

• Conduct portfolio analysis incorporating market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning.
• Execute responsibilities using AI-enabled analytics and automation to aggregate data, perform recurring analysis, identify comparisons, and generate initial analytical outputs, subject to appropriate human review.
• Create custom, time-sensitive analysis using AI-assisted workflows, refining and validating outputs to ensure analytical accuracy, consistency, and alignment with approved investment messaging.
• Actively develop fluency in investment data sources, including understanding where to source specific types of data, how data is constructed, and key limitations or considerations associated with its use.
• Build and maintain subject matter knowledge of assigned portfolios, benchmarks, peers, and portfolio manager positioning through ongoing analysis, interaction with investment partners, and review of investment materials.
• Support the preparation of quarterly strategy updates with senior review and guidance.
• Maintain and expand expertise in AI-enabled analytical tools, demonstrating increasing independence and effectiveness over time.

Provide Leverage to Other Investment Professionals:

• Support portfolio managers and specialists in responding to client, consultant, and internal inquiries.
• Assist with the creation of presentations, exhibits, and analysis; identify and employ opportunities to leverage AI to improve speed, consistency, and scalability of outputs.

Franchise & Asset Class Support:

• Support RFPs and written commentaries ensuring outputs are aligned with approved content and reviewed for accuracy.
• Participate in education, onboarding, and training efforts to build understanding of investment strategies, markets, and asset classes.

Qualifications

Required:

• Bachelor’s degree or equivalent experience
• 2+ years of relevant work experience

Preferred:

• Proven analytical and communication skills
• Demonstrated interest in and comfort with using AI-enabled tools, automation, or analytics to execute analytical and content-related work efficiently and responsibly

FINRA Requirements

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

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.

$75, 000.00-$110, 000.00 for the location of: Maryland, Colorado, Washington and remote workers
$75, 000.00-$110, 000.00 for the location of: Washington, D.C.
$75, 000.00-$110, 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.

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.