Investment Analyst – SMID Cap Generalist – T. Rowe Price Associates
About the position
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 Perform fundamental analysis of SMID (Small- and Mid-cap) stocks to identify key trends and the best-positioned companies. The Analyst will have experience and passion investing in small and mid-cap stocks. Conduct interviews with company personnel at all levels, their competitors, suppliers, as well as industry experts and Wall Street analysts; and communicate recommendations within the firm.
Responsibilities
• Conduct primary research on companies and industry by researching, reading financial statements and market data, interviewing management teams, and visiting companies to gain a deep understanding of companies within the SMID space. This due diligence will help support an Analyst’s recommendations for buying/selling specific stocks.
• Make recommendations to Portfolio Managers to buy/sell specific SMID stocks that the Analyst feels will positively impact the performance of the portfolio. This requires good judgment on the part of the Analyst.
• Position ideas and convince Portfolio Managers to act on a recommendation to buy/sell a stock. This requires the Analyst to articulate to the Portfolio Manager the risk/reward payoff of the recommendation.
• Effectively follow up with the Portfolio Manager once they have executed on a recommendation made by the Analyst. This requires the Analyst to provide constant feedback on all meaningful changes in the “story” of the stock to the Portfolio Manager to ensure they have adequate information to make future decisions on the stock.
Requirements
• At least 3+ years of experience investing in SMID stocks
• A strong track record of making successful investment recommendations and generating alpha
• Strong bottom-up fundamental approach to research
• Academic excellence
• Passion for investing
• Level of maturity and judgment which gives confidence in stressful situations
• Competitive nature
• Strong interest in stocks
• Strong quantitative skills
• Strong writing skills
Nice-to-haves
• MBA
• Progress towards a CFA
Benefits
• 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
Apply Now
Apply Now
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 Perform fundamental analysis of SMID (Small- and Mid-cap) stocks to identify key trends and the best-positioned companies. The Analyst will have experience and passion investing in small and mid-cap stocks. Conduct interviews with company personnel at all levels, their competitors, suppliers, as well as industry experts and Wall Street analysts; and communicate recommendations within the firm.
Responsibilities
• Conduct primary research on companies and industry by researching, reading financial statements and market data, interviewing management teams, and visiting companies to gain a deep understanding of companies within the SMID space. This due diligence will help support an Analyst’s recommendations for buying/selling specific stocks.
• Make recommendations to Portfolio Managers to buy/sell specific SMID stocks that the Analyst feels will positively impact the performance of the portfolio. This requires good judgment on the part of the Analyst.
• Position ideas and convince Portfolio Managers to act on a recommendation to buy/sell a stock. This requires the Analyst to articulate to the Portfolio Manager the risk/reward payoff of the recommendation.
• Effectively follow up with the Portfolio Manager once they have executed on a recommendation made by the Analyst. This requires the Analyst to provide constant feedback on all meaningful changes in the “story” of the stock to the Portfolio Manager to ensure they have adequate information to make future decisions on the stock.
Requirements
• At least 3+ years of experience investing in SMID stocks
• A strong track record of making successful investment recommendations and generating alpha
• Strong bottom-up fundamental approach to research
• Academic excellence
• Passion for investing
• Level of maturity and judgment which gives confidence in stressful situations
• Competitive nature
• Strong interest in stocks
• Strong quantitative skills
• Strong writing skills
Nice-to-haves
• MBA
• Progress towards a CFA
Benefits
• 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
Apply Now
Apply Now