Senior Portfolio Analyst - AI-Driven Investment Strategy

T Rowe Price; Baltimore (MD); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Hybrid work schedule

Annual bonus eligibility

Retirement plan

Health and wellness benefits

Job summary

T. Rowe Price in the United States is seeking a Senior Portfolio Analyst to serve as a subject‑matter resource for investment strategies and to develop institutional‑level portfolio analysis and messaging.

You will leverage AI-enabled tools, collaborate with portfolio managers, and produce quarterly updates while maintaining accuracy and adherence to approved content. This hybrid role includes up to one day remote per week and a strong compensation package.

Qualifications

• Bachelor’s degree or equivalent experience.
• 5+ years of relevant work experience.
• 6+ years of investment experience (preferred).
• CFA and/or Master’s degree (preferred).
• Experience using AI-enabled tools, automation or analytics.

Responsibilities

• Build and maintain deep subject matter knowledge of assigned strategies, portfolios, benchmarks, peers, and portfolio manager thinking.
• Conduct analysis on assigned investment strategies, incorporating market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning.
• Create custom, time-sensitive analysis, refining and validating outputs to ensure analytical rigor and alignment with approved messaging.
• Develop expertise in investment data sources, platforms, analytics, and AI-enabled tools, with increasing independence in analysis and synthesis.
• Develop and deliver quarterly strategy updates, leveraging AI tools to support drafting and synthesis.
• Execute responsibilities using AI-enabled analytics and automation with human review.

Skills

Advanced analytical skills

AI-enabled tools

Automation/analytics

Investment experience

Education

Bachelor’s degree or equivalent experience

CFA or Master’s degree

Job description

T. Rowe Price in the United States is seeking a Senior Portfolio Analyst to serve as a subject‑matter resource for investment strategies and to develop institutional‑level portfolio analysis and messaging.

You will leverage AI-enabled tools, collaborate with portfolio managers, and produce quarterly updates while maintaining accuracy and adherence to approved content. This hybrid role includes up to one day remote per week and a strong compensation package.