Senior Portfolio Analyst – US Equity Large Cap Value

About the role

The Senior Portfolio Analyst (PA) serves as a subject matter resource for assigned T. Rowe Price investment strategy(s) and represents those investment portfolios across the firm. The role requires adaptability, independent execution, curiosity about data sources, and a commitment to developing deep investment and strategy-specific knowledge over time.

Responsibilities

• Research & Analysis: 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.
• Leverage To Other Investment Professionals: 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.
  • Identify and employ opportunities to leverage AI to improve speed, consistency, scalability, and quality of outputs.
  • 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.
  • Contribute to an informed salesforce through education, onboarding, coaching, and facilitation of meetings.
  • Educate and train diverse teams within T. Rowe Price on assigned investment portfolios.
  • Support the full sales cycle, including prospecting, sales and client meeting preparation, and retention inquiries.
  • Aid in mentoring new and junior members of the team.

Qualifications

• Bachelor’s degree or equivalent experience
• 5+ years of relevant work experience
• Preferred: 6+ years of investment experience
• CFA and/or Master’s degree
• Advanced analytical skills
• Demonstrated experience using AI-enabled tools, automation, or analytics to execute analytical and content-related work efficiently and responsibly.

FINRA Requirements

• FINRA licenses are required and will be supported for this role.

Work Flexibility

• This role is eligible for hybrid work, with up to one day per week from home.

Benefits

• 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