Associate Analyst, Private Asset Management

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

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.