T. Rowe Price

3 weeks ago

Senior Portfolio Analyst – US Equity Large Cap Value

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Analyze assigned investment strategies and portfolios, building deep subject matter expertise to produce accurate, time-sensitive portfolio analytics and messaging for key stakeholders. Leverage AI-enabled tools and workflows to aggregate and synthesize data, validate conclusions, and deliver quarterly strategy updates. Support portfolio managers and assist with client inquiries, sales/marketing collateral, and franchise activities including RFPs and written commentaries.

Location: Baltimore

Workplace: Hybrid

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Build and maintain deep subject matter knowledge of assigned strategies, portfolios, benchmarks, peers, and portfolio manager thinking.
•Conduct investment analysis using financial market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning.
•Create and validate custom, time-sensitive analytics that align with approved investment messaging and meet accuracy and quality standards.
•Develop and deliver quarterly strategy updates, using AI-enabled tools as appropriate while owning final conclusions.
•Support stakeholders by answering inquiries, providing content and sales/marketing collateral support, and contributing to RFPs, commentaries, onboarding, and mentoring.

Pay and Benefits

Salary: USD 100,000 - 160,000 annually

Perks:Annual BonusRetirementHybrid WorkPaid Leave

Key Requirements

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

Experience:5+ yearsAsset managementEquitiesInvestment

Education:Bachelor's

Skills:AdaptabilityIndependent executionCuriosityAnalytical rigorJudgment

Licenses:FINRA

Certifications:CFA

Tech Stack:AI-enabled toolsAutomationAdvanced analyticsData aggregationContent generation

Company Brief

T. Rowe Price

Global investment management firm offering mutual funds, retirement services, and advisory solutions for individual and institutional investors. Manages assets across equities, fixed income, multi-asset, and alternative strategies.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Baltimore, United States

Founded: 1937

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

T. Rowe Price

3 weeks ago

Senior Portfolio Analyst – US Equity Large Cap Value

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: Baltimore

Workplace: Hybrid

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Build and maintain deep subject matter knowledge of assigned strategies, portfolios, benchmarks, peers, and portfolio manager thinking.
•Conduct investment analysis using financial market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning.
•Create and validate custom, time-sensitive analytics that align with approved investment messaging and meet accuracy and quality standards.
•Develop and deliver quarterly strategy updates, using AI-enabled tools as appropriate while owning final conclusions.
•Support stakeholders by answering inquiries, providing content and sales/marketing collateral support, and contributing to RFPs, commentaries, onboarding, and mentoring.

Pay and Benefits

Salary: USD 100,000 - 160,000 annually

Perks:Annual BonusRetirementHybrid WorkPaid Leave

Key Requirements

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

Experience:5+ yearsAsset managementEquitiesInvestment

Education:Bachelor's

Skills:AdaptabilityIndependent executionCuriosityAnalytical rigorJudgment

Licenses:FINRA

Certifications:CFA

Tech Stack:AI-enabled toolsAutomationAdvanced analyticsData aggregationContent generation

Company Brief

T. Rowe Price

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Baltimore, United States

Founded: 1937

Website LinkedIn