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SMID-Cap Associate Analyst – Equity Research

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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

Role provides fundamental equity research support for lead analyst, works with quant team on portfolio construction and mgmt. and generates ideas in small cap growth universe
3-5 year structured program offering extensive training and mentoring, designed to develop future analysts
Exceptional performers have potential to be promoted to Equity Research Analyst
Diverse responsibilities including company/industry related research projects, collaboration with portfolio managers, and extensive financial analysis
Opportunity to interact with public company CEOs and CFOs both in our offices and on the road
Daily opportunity to learn directly from our senior investment professionals
Expectation to provide investment insight and impact the investment process, not just number crunching
Competitive compensation with significant upside potential for high performers

Qualifications

Required:

Bachelor’s Degree required AND
2-4 years relevant work experience (equity research or banking experience preferred)
Strong Excel and financial modelling skills including previous experience building three-statement models
Familiarity with quant models, coding
Creativity and ability to imagine

Preferred:

Experience on a team that has significantly ramped up a new investment product
Strong academic background and intellectual curiosity
Highly motivated, confident self-starter with ability to work independently and with others
Effective communication skills (verbal and written)
Demonstrated ability to conduct in-depth thematic research across a broad spectrum of topics which can be additive to the investment process
Completion of at least level 1 of the CFA preferred
Demonstrated ability to derive meaningful insights from in-depth research and analysis

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).

Base Salary Ranges

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

$110,000.00-$140,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$110,000.00-$140,000.00 for the location of: Washington, D.C.
$110,000.00-$140,000.00 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 Glassdoor Company Review

3.7

T. Rowe Price DE&I Review

No rating

CEO of T. Rowe Price

Robert W. Sharps

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Average salary estimate

$125000 / YEARLY (est.)

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$110000K

$140000K

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What You Should Know About SMID-Cap Associate Analyst – Equity Research, T. Rowe Price

Are you ready to jumpstart your career as an SMID-Cap Associate Analyst in Equity Research at T. Rowe Price? This is an exciting opportunity to become part of a leading global asset management organization that values creativity and collaboration. In this role, you will provide essential equity research support for our lead analyst while collaborating closely with our quant team on portfolio management and construction. With a structured program lasting 3-5 years, you’ll receive comprehensive training and mentoring to develop your skills as an analyst. Whether it’s engaging with CEOs and CFOs of public companies or conducting extensive financial analyses, you can expect a diverse range of responsibilities. Your insights will directly impact our investment process, giving you a chance to truly shape our strategies. If you have a Bachelor’s degree and a solid background in equity research or banking along with strong Excel skills, you’ll fit right in! Exceptional performers may even find themselves promoted to an Equity Research Analyst position. At T. Rowe Price, we’re committed to leveraging your talents and creativity while promoting a diverse and inclusive work culture. Let’s help people thrive together in this evolving financial landscape, all while you enjoy competitive compensation, excellent benefits, and the flexibility of hybrid work. Come join us and make a difference that matters!

Frequently Asked Questions (FAQs) for SMID-Cap Associate Analyst – Equity Research Role at T. Rowe Price

What responsibilities does an SMID-Cap Associate Analyst at T. Rowe Price have?

As an SMID-Cap Associate Analyst at T. Rowe Price, your primary responsibilities include providing fundamental equity research support, collaborating with the quant team for portfolio construction, and generating investment ideas within the small cap growth universe. You will also be involved in diverse research projects, working closely with portfolio managers to analyze financial data and market trends.