This is a talent development program. Typically, the Associate Analyst is assigned to one or two senior investment professionals to execute a variety of tasks, including those listed below.
Building/updating financial models
Assisting in quarterly earnings analysis and writing takeaway summaries
Attending conferences and meetings with management teams
Conducting various industry and thematic deep dives
Preliminary work on new investment ideas
Accomplished Associate Analysts may also have an opportunity to rate and recommend stocks after several years
Requirements
Required:
Bachelor's Degree required with a strong academic background AND
1+ years relevant work experience (equity research or investment banking experience preferred)
Strong Excel and financial modeling skills including previous experience building three-statement models
Preferred:
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
Demonstrated ability to derive meaningful insights from in-depth research and analysis
Progress toward the CFA designation; strong preference for candidates that have successfully completed at least Level 1 of the CFA designation
Familiarity with Python and AI-assisted coding tools such as Claude Code or Codex is preferred
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.
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).
WHAT TO EXPECT AFTER APPLYING
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
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.
$110,000.00-$160,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$110,000.00-$160,000.00 for the location of: Washington, D.C.
$110,000.00-$
Benefits
Remote work optionsEquity / stock options
Additional Information
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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .
Join us for the opportunity to g row and make a difference in ways that matter to you .
Role Summary
The role will provide fundamental equity research support for our Technology analyst
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 senior research analyst(s), extensive financial analysis, and company/industry related research projects
Opportunity to interact with public company C-suite executives, both in our offices and in the field
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 investment process beyond just number crunching
Competitive compensation with significant upside potential for high performers
Exceptional performers have the potential to be promoted to Investment Analyst