Lead Business Analyst- Investment Technology - Equity

troweprice; Baltimore (MD); On-site; USD 120,000 - 180,000; Full time

Job summary

T. Rowe Price is seeking a Lead Business Analyst within Investments Technology to partner with Equity investment teams and platforms, shaping requirements, user stories, and scalable tech solutions.

You will translate complex investment needs into clear agile artifacts, drive backlog refinement, and collaborate across product, engineering, data, and AI teams to improve insight generation and workflow efficiency.

Qualifications

• Demonstrates strong knowledge of Equity investment workflows and front-office processes.
• Experience coordinating with investment professionals and technology teams to deliver business-critical solutions.
• Familiarity with Agile delivery practices and backlog management.

Responsibilities

• Serve as a lead business analyst for Investments Technology initiatives supporting Equity investment teams.
• Translate business needs into epics, features, user stories, and acceptance criteria.
• Drive Agile lifecycle activities including backlog refinement, sprint planning, and UAT coordination.

Skills

Business analysis

Agile delivery

Requirements elicitation

Stakeholder management

Data analysis

Job description

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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life.

Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity.

Join us for the opportunity to g row and make a difference in ways that matter to you .

Role Summary

In this role, you will serve as a lead business analysis partner within Investments Technology, supporting Equity investment teams and the platforms, data, workflows, and digital capabilities that enable research, portfolio management, trading, analytics, and decision-making. You will act as the primary interface between Equity stakeholders, product owners, engineering teams, data partners, and enterprise technology groups to translate complex investment needs into clear business requirements, user stories, process flows, and scalable technology solutions. This role requires strong investment domain knowledge, disciplined Agile delivery experience, and an interest in applying AI-enabled capabilities responsibly to improve insight generation, workflow efficiency, and business outcomes.

Do you have deep experience partnering with investment professionals and technology teams to deliver business-critical solutions? Are you comfortable leading requirements, backlog refinement, sprint planning, UAT, release readiness, and stakeholder alignment across complex Agile initiatives? Are you curious about how AI can enhance investment research, data analysis, workflow automation, and decision support?

Responsibilities

• Serve as a lead business analyst for Investments Technology initiatives supporting Equity investment teams, including research, portfolio management, trading, analytics, and related investment workflows.
• Partner closely with portfolio managers, analysts, traders, product owners, engineers, architects, data teams, and technology leaders to understand business objectives and translate them into actionable technology outcomes.
• Lead discovery, requirements elicitation, process analysis, data analysis, and solution definition for complex Equity technology initiatives.
• Translate investment workflows and business needs into epics, features, user stories, acceptance criteria, business rules, process flows, and functional specifications.
• Drive Agile delivery practices, including backlog refinement, sprint planning, prioritization, dependency management, sprint reviews, UAT coordination, release readiness, and post-implementation support.
• Ensure work is prioritized by business value, risk, urgency, stakeholder impact, and alignment with Investments Technology strategy.
• Identify opportunities to apply AI, automation, data-driven insights, and workflow improvements to enhance Equity research, investment analysis, operational efficiency, and decision support.
• Collaborate with AI, data, engineering, and product teams to help define responsible AI use cases, user workflows, validation needs, controls, and adoption considerations.
• Analyze current-state processes and systems to identify gaps, pain points, data quality issues, and opportunities for simplification, standardization, and reuse.
• Communicate priorities, progress, risks, decisions, and tradeoffs clearly to business stakeholders, technology teams, and leadership.
• Act as a trusted advisor across the Equity business domain, helping connect investment strategy with technology strategy.
• Mentor less experienced analysts and help strengthen business analysis, Agile delivery, and product ownership practices across the team.
• Other duties as assigned.

Business knowledge

• Demonstrates strong knowledge of Equity investment workflows, including research, portfolio construction, trading, analytics, market data, portfolio data, and related front-office processes.
• Understands how investment professionals use data, systems, models, analytics, and emerging AI capabilities to generate insight and make decisions.
• Applies knowledge of investment management, technology strategy, data quality, and product delivery to recommend practical and scalable solutions.
• Makes decisions and recommendations that align with Equity business priorities, Investments Technology strategy, Agile deli