Associate Analyst, Private Asset Management

T. Rowe Price

Posted 1 day ago

Full Time

Baltimore, Maryland

Hybrid

Smart Summary

Responsibilities

Supports investment teams by managing operational activities, including researching performance data and generating risk and performance reports. Ensures operational readiness for investment strategies by reviewing guidelines and coordinating corporate action events.

Qualifications

You have a Bachelor's degree in Finance, Accounting, or a related field. You also possess strong analytical and quantitative skills, with proficiency in Excel and PowerPoint. Demonstrated interest in private markets, asset management, or investment analysis through coursework or internships is highly valued.

Must Have Skills for ATS

Excel

PowerPoint

Financial modeling

Data analysis

Investment research

Job Description

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 

  • Requires conceptual knowledge of theories and practices in their own job discipline. Works within standardized procedures and practices to achieve objectives and meet deadlines.
  • Accountable for their own contributions; regularly verifies that work quality and timeliness meet team objectives
  • Works under established parameters for daily work; may receive more guidance on new assignments. Supports investment teams through all stages of the client life cycle by managing standard investment-related operational activities.

Responsibilities

  • Under the general guidance of team members and management, supports the ongoing operational activities associated with portfolio management of one or more investment strategies.
  • Example activities include: researching investment and performance data; generating standard and recurring investment-, risk-, and performance-related reporting; providing operational support for model portfolios; coordinating responses on corporate action events; researching pre-trade compliance alerts; maintaining strategy-level data, benchmarks, and performance composites; processing discretionary trade orders; and resolving standard investment-related operational issues.
  • With guidance from team members and management, ensures operational readiness to support investment management activities for standard investment strategies, products, separate accounts, and/or investment types. Example activities include: reviewing prospectus language and investment guidelines, instructing opening of foreign market trading accounts, generating standing instructions with internal and external parties, etc.
  • Collaborates with others to compose portfolio manager responses to quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects

Qualifications

Required: 

  • Bachelors Degree in Finance, Accounting or related field

Preferred:

  • Demonstrated interest in private markets, asset management, or investment analysis through coursework, internships, or extracurricular activities
  • Strong analytical and quantitative skills
  • Ability to evaluate financial statements, market trends, and investment performance
  • Proficiency in Excel and PowerPoint
  • Familiarity with financial modeling, data analysis, and investment research tools is a plus
  • Excellent written and verbal communication skills
  • Strong attention to detail and organizational skills
  • Ability to manage multiple assignments in a fast-paced environment
  • Collaborative mindset and ability to work effectively across teams
  • High level of professionalism, intellectual curiosity, and eagerness to learn
  • Internship experience in asset management, investment banking, private equity, consulting, or financial services preferred
  • Interest in pursuing the CFA or other relevant professional designation is a plus

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 a week from home. 

WHAT TO EXPECT AFTER APPLYING

1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes

2. If you are eligible, you will be asked to record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 20-30 minutes

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$59,000.00 - $94,500.00 for the location of: Maryland, Colorado, Washington and remote workers
$61,000.00 - $104,000.00 for the location of: Washington, D.C.
$69,500.00 - $118,000.00 for the location of: New York, California

Placement 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.  

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.

T. Rowe Price

T. Rowe Price is a premier global asset management organization, actively investing in opportunities to help people thrive in an evolving world. Headquartered in Baltimore, Maryland, we provide a broad range of investment solutions across equity, fixed income, and multi-asset capabilities for clients around the world—from individuals to advisors to institutions to retirement plan sponsors. Our active, independent investing approach has guided how we do business for more than 85 years. Our professionals have diverse perspectives, but are united behind a commitment to rigorous research. They collaborate to identify market risks and opportunities that can give clients sharper insights and an investment edge. We maintain a long-term view, aiming to deliver consistently strong performance in up and down markets. Our clients—and their success—are our singular focus. That’s why we build deep, meaningful partnerships, matching client goals with our expertise. By understanding clients’ needs and delivering timely, actionable insights and solutions, we can help them navigate change and achieve better outcomes. Guidelines: www.troweprice.com/social (LRN 4812722) T. Rowe Price and our associates do not recommend or offer investment opportunities in any financial instrument (e.g., stocks, funds, cryptocurrency, etc.) via social media or messaging platforms. Intended for US audiences only. Download a prospectus for any T. Rowe Price mutual fund or ETF, which includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing: https://trowe.com/3sqwKtL Please remember that investing involves risk, including possible loss of principal and past performance cannot guarantee future results. T. Rowe Price Investment Services, Inc., is a broker-dealer registered with the SEC and is Member FINRA and Member SIPC. 5247748
Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria