Senior Portfolio Analyst – US Equity Cap Value

Role Summary

The Senior Portfolio Analyst serves as a subject matter resource for assigned investment strategy(s). They analyze portfolios and develop institutional‑level portfolio analysis, messaging, and content to inform stakeholders.

• Build and maintain deep subject matter knowledge of assigned strategies, portfolios, benchmarks, peers, and portfolio manager thinking through ongoing analysis and interaction with investment professionals.
• Conduct portfolio analysis incorporating financial market conditions, competitor analysis, asset‑class characteristics, portfolio construction and positioning.
• Create custom, time‑sensitive analysis, refining and validating outputs to ensure analytical rigor, accuracy, consistency, and alignment with approved messaging.
• Develop and maintain expertise in investment data sources, platforms, advanced analytics, and AI‑enabled tools.
• Deliver quarterly strategy updates, leveraging AI‑enabled tools to support drafting, comparison, and synthesis of results.
• Provide support to portfolio managers and portfolio specialists in responding to associate and client inquiries, including custom presentations and exhibits.
• Support sales and marketing collateral, including development, review, and sign‑off responsibilities.
• Develop relationships across organization and regulatory environment; educate and train colleague teams on assigned portfolios.
• Support full sales cycle, including prospecting, sales and client meeting preparation, and retention inquiries.
• Mentor new and junior members of the team.

• Bachelor’s degree or equivalent experience.
• 5+ years of relevant work experience.

• 6+ years of investment experience.
• CFA and/or Master’s degree.
• Advanced analytical skills.
• Experience using AI‑enabled tools, automation, or analytics to execute analytical and content‑related work efficiently and responsibly.

FINRA licenses are required and will be supported for this role.

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

Location specific ranges:
Maryland, Colorado, Washington (and remote) – $–$;
Washington, D.C. – $–$;
New York, California – $–$. Salary placement is based on relevant experience and skills.

• Competitive compensation.
• Annual bonus eligibility.
• 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.

T. Rowe Price is an equal‑opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends on 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 law.