Associate Analyst

Requisition Number:

Position Title:

External Description:

Role Summary

• Supports Portfolio Manager in execution of investment process and management of a complex, diversified, global strategy.
• Investment research support for the Portfolio Manager within a diversified, global growth mandate.
• Analytical ownership of models, time-series analyses, and company/industry fundamentals.
• Generation of differentiated investment insights that influence positioning beyond pure "number crunching."
• Direct engagement with public-company executives (in-office and in-field) to inform views.
  Systematic use of AI tools and prompt engineering to accelerate and augment the research process.
• Apprenticeship with senior investors, building skills required for long-term advancement as a fundamental investor.

Responsibilities

• Adopt, execute, and continuously improve the Global Focused Growth investment framework (historical analysis, insight development, and forward modeling).
• Lead scoped company/industry research projects and thematic workstreams aligned to portfolio needs.
• Build and maintain three-statement and scenario models; synthesize market and alternative data into forecasts.
• Partner with the Portfolio Manager and senior analysts to prepare briefs, update views, and translate research into portfolio actions.
• Engage CEOs/CFOs and other external experts through meetings, calls, and road visits to test and refine theses.
• Extremely detail oriented documentation, compliance discipline, and data hygiene; contribute to reusable templates and best practices.
• Track ex-ante assumptions versus ex-post outcomes and participate in performance attribution reviews.
• Conduct primary diligence (filings, transcripts, channel checks, site visits) to deepen company and industry understanding.
• Develop investment recommendations over time and accept outcome accountability as responsibilities expand if appropriate.
• Design and apply AI-driven workflows (prompt libraries, retrieval, automation) to improve research speed and quality.

Qualifications

Required:

• Bachelor's degree and 2–4 years of relevant buy-side/sell-side investment experience.
• Advanced Excel and financial modeling capability, including three-statement builds and time-series analytics.
• Strong academic foundation combining liberal-arts reasoning with quantitative training (e.g., calculus, statistics, econometrics; CFA coursework).
• Excellent written and verbal communication.
• Working knowledge of equity markets and instruments.
• Proven facility with AI tools and prompt engineering for research use cases.
• Comfort operating in a high-intensity, performance-oriented team environment.

Preferred:

• Self-directed, confident contributor who works independently and collaborates effectively.
• Demonstrated passion for equity investing and market discovery.
  
  • Track record of converting deep research into clear, actionable insights.
  
  • Progress toward the CFA designation, with strong preference for candidates who have passed Level II.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

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

City:

State:

Community / Marketing Title:
Associate Analyst - Global Focused Growth Strategy

Company Profile:

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Maryland, US

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Commitment to Diversity, Equity, and Inclusion:

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits: We invest in our people through a wide range of programs and benefits, including:

• Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions

• Flexible and remote work opportunities

• Health care benefits (medical, dental, vision)

• Tuition assistance

• Wellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon 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 country, federal, state, or local law.