Senior Portfolio Analyst – US Equity Large Cap Value

T. Rowe Price • Baltimore, MD

2d • $100,000 - $140,000 • Hybrid

About The Position

The Senior Portfolio Analyst serves as a subject matter resource for assigned T. Rowe Price investment strategies and represents those portfolios across the firm. The role is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messaging, and content for key stakeholders. The analyst leverages the time of portfolio managers, portfolio specialists, and other senior or lead portfolio analysts while ensuring investment messages are consistent, accurate, and reliable across regions, distribution channels, and audiences. The position calls for adaptability, independent execution, curiosity about data sources, and a commitment to developing deep investment and strategy-specific knowledge.

The Senior Portfolio Analyst is expected to use AI-enabled tools and workflows proactively for analysis, data aggregation, content generation, comparison, and synthesis, while retaining responsibility for validation, interpretation, judgment, and quality control. The role also supports portfolio professionals, sales and marketing, and the wider investment franchise through analysis, presentations, client and prospect responses, education, written content, and sales-cycle activities.

Requirements

• Bachelor’s degree or equivalent experience.
• At least 5 years of relevant work experience.
• FINRA licenses are required; support for obtaining them will be provided.
• Advanced analytical skills.
• Demonstrated experience using AI-enabled tools, automation, or analytics to perform analytical and content-related work efficiently and responsibly.

Nice To Haves

• At least 6 years of investment experience.
• CFA and/or a Master’s degree.

Responsibilities

• Build and maintain subject matter knowledge of assigned strategies, portfolios, benchmarks, peers, and portfolio manager thinking through analysis, interactions with investment professionals, and review of investment materials.
• Analyze assigned strategies, incorporating market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning to support portfolio managers and portfolio specialists.
• Create custom, time-sensitive analysis and validate outputs for rigor, accuracy, consistency, and alignment with approved investment messaging.
• Develop expertise in investment data sources, platforms, advanced analytics, and AI-enabled tools, including data sourcing, construction, and limitations; independently analyze, synthesize, and interpret portfolio information with increasing responsibility.
• Develop and deliver quarterly strategy updates, using AI-enabled tools where appropriate while retaining ownership of final conclusions and messaging.
• Use AI-enabled analytics and automation to aggregate data, perform recurring analysis, identify comparisons, synthesize information, and generate initial analytical outputs, with appropriate human review.
• Support or represent portfolio managers and portfolio specialists in responding to associate, prospect, client, and consultant inquiries, including follow-up questions.
• Create investment content, including custom presentations, exhibits, and analysis, and identify opportunities to use AI to improve speed, consistency, scalability, and quality.
• Provide investment support for sales and marketing collateral, including development, review, and sign-off.
• Develop and maintain relationships to navigate the firm's organizational structure and evolving regulatory environment.
• Contribute to salesforce knowledge through education, onboarding, coaching, and meeting facilitation.
• Educate and train diverse T. Rowe Price teams on assigned portfolios.
• Support RFPs and written commentaries, ensuring alignment with approved content and accuracy.
• Support the full sales cycle, including prospecting, sales and client meeting preparation, and retention inquiries.
• Assist in mentoring new and junior team members.

Benefits

• Competitive compensation.
• Annual bonus eligibility; bonus is discretionary and determined based on company and individual performance.
• 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: Senior