Senior Portfolio Analytics & Strategy Specialist

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

Benefits offered by this job

Hybrid work schedule

Annual bonus eligibility

Competitive compensation

Health and wellness benefits

Paid time off

Job summary

T. Rowe Price is seeking a Senior Portfolio Analyst to analyze portfolios, develop institutional-level insights, and support investment messaging across regions. The role emphasizes AI-enabled tools and data integrity to deliver trusted outputs for stakeholders.

You will build deep knowledge of strategies, create timely analyses, and contribute to quarterly updates and client materials, while mentoring junior teammates. FINRA licenses are required and hybrid work is available.

Qualifications

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

Responsibilities

• Build and maintain deep subject matter knowledge of assigned strategies, portfolios, benchmarks, peers, and portfolio manager thinking.
• Conduct analysis on strategies using market conditions, asset class characteristics, and positioning to support PMs.
• Create custom, time-sensitive analyses with rigorous, accurate outputs aligned with messaging.
• Develop expertise in data sources, platforms, and AI-enabled tools for portfolio information.
• Deliver quarterly strategy updates, leveraging AI tools while owning final conclusions and messaging.
• Use AI-enabled analytics to aggregate data, perform recurring analysis, and generate initial outputs with human review.
• Support portfolio managers in client inquiries and contribute to content creation for collateral.

Skills

Investment analysis

Analytical skills

AI tools

Communication

Education

Bachelor’s degree

Tools

AI platforms

Job description

T. Rowe Price is seeking a Senior Portfolio Analyst to analyze portfolios, develop institutional-level insights, and support investment messaging across regions. The role emphasizes AI-enabled tools and data integrity to deliver trusted outputs for stakeholders.

You will build deep knowledge of strategies, create timely analyses, and contribute to quarterly updates and client materials, while mentoring junior teammates. FINRA licenses are required and hybrid work is available.