The Associate Analyst program is a three-to-five-year structured program offering ongoing training and mentoring and is designed to develop future fundamental investment analysts Diverse responsibilities including collaboration with portfolio managers, extensive financial analysis, and company/industry related research projects Opportunity to interact with private and public company C-suite executives, both in our offices and in the field; will also engage with other investors within the private... more details
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.?? We are a premier?asset?manager?focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
T. Rowe Price - Who We Are
- Globally diversified investment management firm based in Baltimore, Maryland managing $1.5tn in assets (as of 3/31/24) with offices in 16 countries
- Active investor in late-stage private companies for over 15 years
- Preeminent investment research organization that has consistently produced strong investment performance over the long term
- Analysts consistently recognized as some of the best in the?industry
- Corporate culture based on diversity of thought, collaboration and development
- Senior management team made up of individuals with 24+ years of experience on average
Role Summary
- The Associate Analyst program is a three-to-five-year structured program offering ongoing training and mentoring and is designed to develop future fundamental investment analysts
- Diverse responsibilities including collaboration with portfolio managers, extensive financial analysis, and company/industry related research projects
- Opportunity to interact with private and public company C-suite executives, both in our offices and in the field; will also engage with other investors within the private investing space, including venture capital and private equity firms
- Daily opportunity to learn directly from our senior investment professionals, providing fundamental equity research support while learning the necessary skills to become a successful institutional investor
- Expectation to provide investment insight and impact the private company investment process beyond just number crunching
- Competitive compensation with significant upside potential for high performers
- Exceptional performers have the potential to be promoted to Equity Research Analyst
Required?Qualifications
- Bachelor's Degree with a strong academic record AND 2+ years relevant equity research experience
Preferred Qualifications
- Preference for private company exposure and/or investment banking experience
- Strong academic background and intellectual curiosity
- Highly motivated, confident self-starter, with ability to work independently and collaboratively in a performance-driven environment
- A demonstrated interest and passion for equity investing and financial markets
- Excellent verbal and written communication skills
- Strong Excel and financial modelling skills including previous experience building three-statement models
- Demonstrated ability to derive meaningful insights from in-depth research and analysis
- Preference for candidates who have made progress toward the CFA designation
- Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status)
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for remote work up to one day a week.
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.
