Investment Analyst, Financial Services – Experienced Insurance and Capital Markets Analyst

T. Rowe Price • Baltimore, MD

2d • Hybrid

About The Position

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. 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. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary Perform fundamental analysis of the non-bank Financials sector to identify the key trends and the best-positioned companies in insurance and capital markets. Conducts interviews of company personnel on all levels, their competitors, suppliers, etc., as well as industry experts and Wall Street analysts; and communicates recommendations within the firm.

Requirements

• A minimum of 7+ years of experience in the financial sector with a focus on insurance and capital markets.
• Demonstrated passion for investing.
• The maturity and judgment necessary to inspire confidence in high-pressure situations.
• Competitive nature.
• Strong interest in stocks.
• Strong quantitative skills.
• Exceptional writing skills.

Nice To Haves

• MBA and/or CFA
• Ability to evaluate and cover both public and private companies.

Responsibilities

• Conducts primary research on companies and industry by researching, reading financial statements and market data, interviewing management team meetings, and visiting companies to gain a deep understanding companies within the sector. This due diligence will help support an Analyst’s recommendations for buying/selling specific stocks.
• Makes recommendations to Portfolio Managers to buy/sell specific stocks that the Analyst feels will positively impact the performance of the portfolio. This requires good judgment on the part of the Analyst.
• Positions ideas and convinces Portfolio Managers to act on a recommendation to buy/sell a stock. This requires the Analyst to articulate to the Portfolio Manager the risk/reward payoff of the recommendation.
• Effectively follows up with the Portfolio Manager once they have executed on a recommendation made by the Analyst. This requires the Analyst to provide constant feedback on all meaningful changes in the “story” of the stock to the Portfolio Manager to ensure they have adequate information to make future decisions on the stock.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees