Senior Portfolio Analyst – US Equity Large Cap Value

T. Rowe Price • Baltimore, MD

5d • $100,000 - $160,000 • Hybrid

About The Position

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 Senior PA is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to inform key stakeholders. The Senior PA leverages the time of the portfolio manager, portfolio specialist, and other senior or lead portfolio analysts while ensuring the consistency, accuracy, and integrity of investment messages across regions, distribution channels, and audiences. The role requires adaptability, independent execution, curiosity about data sources, and a commitment to developing deep investment and strategy-specific knowledge over time. The Senior PA is expected to proactively leverage AI-enabled tools and workflows for analysis, data aggregation, content generation, comparison, and synthesis activities, while retaining responsibility for validation, interpretation, judgment, and quality control.

Requirements

• Bachelor’s degree or equivalent experience
• 5+ years of relevant work experience
• FINRA licenses are required and will be supported for this role.

Nice To Haves

• 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.

Responsibilities

• 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.
• 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.
• Act as an investment resource for content creation, including custom presentations, exhibits, and analysis; 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.
• 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.
• Provide franchise support on RFPs and written commentaries, ensuring outputs are aligned with approved content and reviewed for accuracy.
• Support the full sales cycle, including prospecting, sales and client meeting preparation, and retention inquiries.
• Assist in mentoring new and junior members of the team.

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: Senior