Equity Research Associate Analyst – Capital Appreciation Strategy

T. Rowe Price; Baltimore (MD); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

Generous retirement plan

Hybrid work schedule

Health and wellness benefits

Paid time off for vacation and medical appointments

Job summary

T. Rowe Price is seeking an Equity Research Analyst to provide fundamental support for the Capital Appreciation team. The role involves conducting diverse research projects, building financial models, and collaborating within a central research platform.

The ideal candidate will have a Bachelor's degree, 2-4 years of relevant experience in technology equity research, and strong Excel skills. This position offers a hybrid work model and a competitive compensation package.

Qualifications

• 2-4 years relevant experience in technology equity research is preferred.
• Completion of at least level 1 of the CFA is preferred.

Responsibilities

• Conduct fundamental equity research for the Capital Appreciation team.
• Build and update financial models and assist in quarterly earnings analysis.
• Collaborate with the team across the central research platform.

Skills

Strong Excel skills

Financial modelling

Effective communication skills

Creativity

Intellectual curiosity

Education

Bachelor's Degree

Job description

Overview

Role provides fundamental equity research support for our Capital Appreciation team.

Responsibilities

• Diverse responsibilities including company/industry related research projects, building/updating financial models, assisting in quarterly earnings analysis, attending conferences and meetings with management teams, preliminary work on new ideas.
• Collaborate with the entire Capital Appreciation team and others across the central research platform.
• Provide investment insight and impact the investment process, not just number crunching.

Qualifications

• Bachelor’s Degree required.
• 2-4 years relevant work experience (technology equity research preferred).
• Strong Excel and financial modelling skills including previous experience building three‑statement models.
• Creativity and ability to imagine.
• Strong academic background and intellectual curiosity.
• Highly motivated, confident self‑starter with ability to work independently and with others.
• Effective communication skills (verbal and written).
• Demonstrated ability to conduct in‑depth thematic research across a broad spectrum of topics which can be additive to the investment process.
• Completion of at least level 1 of the CFA preferred.
• Demonstrated ability to derive meaningful insights from in‑depth research and analysis.
• FINRA licenses are not required and will not be supported for this role.

Work Flexibility

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

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Compensation

Base Salary Range: $110,000.00‑$160,000.00 (varies by location).

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

EEO Statement

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.