Portfolio Analyst – Equity

Requisition Number: 81164

Position Title:

External Description:

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.

City:

State:

Community / Marketing Title: Portfolio Analyst – Equity

Company Profile:

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. 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.