Portfolio Analyst
Baltimore, MD · Hybrid
We believe doing the right thing for our clients and our associates is good business. With a career ... Role Summary The Portfolio Analyst (PA) serves as a subject matter resource for assigned T. Rowe ...
New
Baltimore, MD · Hybrid
We believe doing the right thing for our clients and our associates is good business. With a career ... Role Summary The Portfolio Analyst (PA) serves as a subject matter resource for assigned T. Rowe ...
New
Baltimore, MD · Hybrid
We believe doing the right thing for our clients and our associates is good business. With a career ... Role Summary The Portfolio Analyst (PA) serves as a subject matter resource for assigned T. Rowe ...
New
Baltimore, MD · On-site
Educate and train diverse groups of TRP associates about assigned investment portfolios. * Provide ... Proven analytical skills Strong communication skills FINRA Requirements FINRA licenses are not ...
Baltimore, MD · On-site
Educate and train diverse groups of TRP associates about assigned investment portfolios. * Provide ... Proven analytical skills Strong communication skills FINRA Requirements FINRA licenses are not ...
The team is currently looking to hire an Associate, Portfolio Analytics in our NY or West Hartford, CT locations to join our dynamic Finance team of approximately 60 professionals located across our ...
The team is currently looking to hire an Associate, Portfolio Analytics in our NY or West Hartford, CT locations to join our dynamic Finance team of approximately 60 professionals located across our ...
The team is currently looking to hire an Associate, Portfolio Analytics in our NY or West Hartford, CT locations to join our dynamic Finance team of approximately 60 professionals located across our ...
The team is currently looking to hire an Associate, Portfolio Analytics in our NY or West Hartford, CT locations to join our dynamic Finance team of approximately 60 professionals located across our ...
Baltimore, MD · Hybrid
A We believe doing the right thing for our clients and our associates is good business. With a ... A Role Summary A The Portfolio Analyst (PA) serves as a subject matter resource for assigned T.
New
Baltimore, MD · Hybrid
A We believe doing the right thing for our clients and our associates is good business. With a ... A Role Summary A The Portfolio Analyst (PA) serves as a subject matter resource for assigned T.
New
The team is currently looking to hire an Associate, Portfolio Analytics in our NY or West Hartford, CT locations to join our dynamic Finance team of approximately 60 professionals located across our ...
The team is currently looking to hire an Associate, Portfolio Analytics in our NY or West Hartford, CT locations to join our dynamic Finance team of approximately 60 professionals located across our ...
Boston, MA · On-site
The team is currently looking to hire an Associate, Portfolio Analytics covering Real Estate Secondaries in our Boston, MA location to join our dynamic Finance team of approximately 60 professionals ...
Boston, MA · On-site
The team is currently looking to hire an Associate, Portfolio Analytics covering Real Estate Secondaries in our Boston, MA location to join our dynamic Finance team of approximately 60 professionals ...
Boston, MA · On-site
The team is currently looking to hire an Associate, Portfolio Analytics covering Real Estate Secondaries in our Boston, MA location to join our dynamic Finance team of approximately 60 professionals ...
Boston, MA · On-site
The team is currently looking to hire an Associate, Portfolio Analytics covering Real Estate Secondaries in our Boston, MA location to join our dynamic Finance team of approximately 60 professionals ...
New York, NY · On-site
$110K - $135K/yr
Lending | Portfolio Management | Associate, Portfolio Analytics | New York About ING : In the Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and ...
New York, NY · On-site
$110K - $135K/yr
Lending | Portfolio Management | Associate, Portfolio Analytics | New York About ING : In the Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and ...
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing The Portfolio Analyst facilitates the overall business development of ...
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing The Portfolio Analyst facilitates the overall business development of ...
Associate Portfolio Manager Who We Are ARK is a global investment manager focused solely on ... Run and maintain portfolio analytics and reporting across a global suite of portfolios.
Associate Portfolio Manager Who We Are ARK is a global investment manager focused solely on ... Run and maintain portfolio analytics and reporting across a global suite of portfolios.
Boston, MA · Hybrid
Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you will play a highvisibility role supporting the financial performance and strategic decisionmaking of ...
Boston, MA · Hybrid
Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you will play a highvisibility role supporting the financial performance and strategic decisionmaking of ...
Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... The Portfolio Analyst facilitates the overall business development of clientele by developing ...
Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... The Portfolio Analyst facilitates the overall business development of clientele by developing ...
Boston, MA · On-site
Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you will play a high-visibility role supporting the financial performance and strategic decision-making ...
Boston, MA · On-site
Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you will play a high-visibility role supporting the financial performance and strategic decision-making ...
Zionsville, IN · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing The Portfolio Analyst facilitates the overall business development of ...
Zionsville, IN · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing The Portfolio Analyst facilitates the overall business development of ...
New York, NY · On-site +1
$90K - $110K/yr
About the Position The company is seeking an analytical and detail-oriented Energy Portfolio Analyst to support the company's growing portfolio of power, natural gas, and REC assets across East Coast ...
New York, NY · On-site +1
$90K - $110K/yr
About the Position The company is seeking an analytical and detail-oriented Energy Portfolio Analyst to support the company's growing portfolio of power, natural gas, and REC assets across East Coast ...
New York, NY · On-site +1
$90K - $110K/yr
About the Position The company is seeking an analytical and detail-oriented Energy Portfolio Analyst to support the company's growing portfolio of power, natural gas, and REC assets across East Coast ...
New York, NY · On-site +1
$90K - $110K/yr
About the Position The company is seeking an analytical and detail-oriented Energy Portfolio Analyst to support the company's growing portfolio of power, natural gas, and REC assets across East Coast ...
Boston, MA · On-site
$80K - $90K/yr
The Portfolio Analytics team is seeking an Associate to support the day-to-day coordination of third-party vendor activities, with a primary focus on Acuity Analytics. Working alongside senior team ...
Boston, MA · On-site
$80K - $90K/yr
The Portfolio Analytics team is seeking an Associate to support the day-to-day coordination of third-party vendor activities, with a primary focus on Acuity Analytics. Working alongside senior team ...
Boston, MA · Hybrid
$80K - $90K/yr
The Portfolio Analytics team is seeking an Associate to support the day-to-day coordination of third-party vendor activities, with a primary focus on Acuity Analytics. Working alongside senior team ...
Boston, MA · Hybrid
$80K - $90K/yr
The Portfolio Analytics team is seeking an Associate to support the day-to-day coordination of third-party vendor activities, with a primary focus on Acuity Analytics. Working alongside senior team ...
Sacramento, CA · On-site
$12K - $19K/mo
Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk ... ASSOCIATE PORTFOLIO MANAGER Additional Documents * Job Application Package Checklist * Duty ...
Sacramento, CA · On-site
$12K - $19K/mo
Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk ... ASSOCIATE PORTFOLIO MANAGER Additional Documents * Job Application Package Checklist * Duty ...
$29K - $37.8K
5% of jobs
$37.8K - $46.5K
7% of jobs
$46.5K - $55.3K
12% of jobs
$55.9K is the 25th percentile. Wages below this are outliers.
$55.3K - $64.1K
13% of jobs
The median wage is $69.6K / yr.
$64.1K - $72.9K
21% of jobs
$79.7K is the 75th percentile. Wages above this are outliers.
$72.9K - $81.6K
22% of jobs
$81.6K - $90.4K
7% of jobs
$90.4K - $99.2K
3% of jobs
$99.2K - $108K
3% of jobs
$108K - $116.7K
3% of jobs
$116.7K - $125.5K
3% of jobs
$29K
$73.7K
$125.5K
| Aspect | Associate Portfolio Analyst | Investment Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, relevant certifications (e.g., CFA Level I) | Bachelor's degree, often pursuing CFA or related certifications |
| Work Environment | Supportive team within asset management firms, assisting portfolio managers | Research-focused role, analyzing securities and market trends |
| Employer & Industry Usage | Common in asset management, mutual funds, and hedge funds | Widely used in investment banking, asset management, and research firms |
The Associate Portfolio Analyst typically supports portfolio management teams by analyzing data and assisting in investment decisions, often with a focus on specific portfolios. Investment Analysts conduct in-depth research on securities and market conditions to inform investment strategies. While both roles require similar educational backgrounds and certifications, the Associate Portfolio Analyst tends to have a more operational support role, whereas Investment Analysts focus more on research and analysis.

Full-time
Medical, Life, Retirement, PTO
Posted yesterday
9.1
Based on 21 frontline employees who took The Breakroom Quiz
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
The Portfolio Analyst (PA) serves as a subject matter resource for assigned T. Rowe Price investment strategies and represents those portfolios across the firm. The PA is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to inform key stakeholders.
The PA leverages the time of portfolio managers, portfolio specialists, and senior analysts while ensuring consistency, accuracy, and integrity of investment messaging. The role requires adaptability, strong execution skills, curiosity about data sources, and a commitment to building investment and strategy-specific knowledge over time.
For this position, the PA will initially focus on providing support to our Investment-Grade debt strategies through analysis, data aggregation, and other content generation, while retaining responsibility for validation, interpretation, and quality control.
Responsibilities
Research & Analysis
Conduct portfolio analysis incorporating market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning.
Execute responsibilities using AI-enabled analytics and automation to aggregate data, perform recurring analysis, identify comparisons, and generate initial analytical outputs, subject to appropriate human review.
Create custom, time-sensitive analysis by refining and validating outputs to ensure analytical accuracy, consistency, and alignment with approved investment messaging.
Actively develop fluency in investment data sources, including understanding where to source specific types of data, how data is constructed, and key limitations or considerations associated with its use.
Build and maintain subject matter knowledge of assigned portfolios, benchmarks, peers, and portfolio manager positioning through ongoing analysis, interaction with investment partners, and review of investment materials.
Support the preparation of quarterly strategy updates with senior review and guidance.
Provide Leverage to Other Investment Professionals
Support portfolio managers and specialists in responding to client, consultant, and internal inquiries.
Assist with the creation of presentations, exhibits, and analysis; identify and employ opportunities to leverage AI to improve speed, consistency, and scalability of outputs.
Franchise & Asset Class Support
Support RFPs and written commentaries ensuring outputs are aligned with approved content and reviewed for accuracy.
Participate in education, onboarding, and training efforts to build understanding of investment strategies, markets, and asset classes.
Qualifications
Required:
Bachelor's degree or equivalent experience
2+ years of relevant work experience
Preferred:
Proven analytical and communication skills
Progress towards or has CFA and/or Master's degree
Fixed Income investment experience
Demonstrated interest in and comfort with using AI-enabled tools, automation, or analytics to execute analytical and content-related work efficiently and responsibly
FINRA Requirements
FINRA licenses are notrequiredand 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.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$90,000.00-$130,000.00 for the location of: Maryland, Colorado, Washington and remote workersPlacement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
Competitive compensation
Annual bonus eligibility
A 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
Learn more about our benefits.
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Funds, trusts and financial programs
5,001 - 10,000 Employees
Baltimore, MD, US
1937