Investment AI Workflow Specialist

Help shape the future of investment research at T. Rowe Price.

We are seeking an Investments AI Enablement Lead to accelerate how investment professionals use AI to enhance research, decision-making, and portfolio insight. In this role, you will help investors apply advanced AI capabilities to real-world research and portfolio challenges across Equity, Fixed Income, Multi-Asset, and other investment teams

This is a highly visible opportunity to sit at the intersection of investments, technology, and innovation. You will translate cutting‑edge internal and external AI capabilities into practical, high‑value workflows that improve the quality, speed, and depth of investment insight. From research discovery to agentic workflows, you will help ensure AI becomes an everyday advantage for our investors.

Working directly with portfolio managers, analysts, directors of research, and other investment professionals, you will guide how AI is integrated into the investment process. You will provide hands‑on coaching, improve prompting and workflow design, and help teams choose the right tools for the right tasks. In doing so, you will strengthen the reliability, safety, and impact of AI‑assisted investment work across the firm.

You will also partner closely with AI engineers, researchers, and product managers to influence the evolution of emerging AI and agentic capabilities—ensuring they deliver measurable value from day one.

• Stay current on emerging AI technologies, tools, and industry best practices
• Design and deliver structured training through office hours, one‑on‑one coaching, and small‑group sessions tailored to investment workflows
• Help investment professionals become productive quickly by providing practical guidance, best practices, and hands‑on support across AI platforms
• Partner with colleagues in London and APAC to provide follow‑the‑sun support and promote globally consistent best practices
• Triage and prioritize incoming requests in partnership with Global Desktop Support and platform teams, while leading strategic AI workflow implementation for investors

• Review AI‑assisted workflows with users and recommend improvements to prompting workflow design, tool selection, and methods to improve quality and accuracy
• Develop reusable assets such as workflow templates, prompt libraries, playbooks and best practices for common investment research and portfolio workflows
• Refine workflows for high‑value use cases such as earnings call analysis, meeting synthesis, research summarization, and investment idea generation
• Create educational materials to support broader training programs and adoption initiatives

• Synthesize user feedback to identify the highest‑value vendor capabilities and agentic opportunities, helping inform roadmap priorities
• Advise investors on when to use conversational AI tools versus structured agentic workflows, including task design, guardrails, and handoffs
• Partner with AI engineers, product teams, and platform specialists to support onboarding of new agents and improve capabilities through iterative feedback
• Help teams adopt new features and ensure advanced AI capabilities translate into measurable investment value

• Reinforce safety, compliance, and data stewardship expectations in all training and workflow consultations
• Help users apply secure workflows for sensitive research content and data
• Measure outcomes such as time saved, user sentiment, and workflow improvements to evaluate impact and inform future training and product enhancements
• Deliver regular updates to…