POSITION PURPOSE
The Investment Analyst’s primary goal is to help T. Rowe Price own the best performing stocks to ensure strong performance in the portfolios. To accomplish this goal, the Analyst becomes an expert to make informed judgments about company prospects and the prospects of their stock. This Analyst model is designed around a long tradition and belief that industry expertise helps make better investment judgments.
PRINCIPAL RESPONSIBILITIES
- Conduct due diligence on companies and industries by researching, reading financial statements and market data and visiting companies
- Make recommendations to Portfolio Managers by providing insight and stock recommendations
- Perform bottom up fundamental research on sector coverage universe
- Create and maintain detailed financial models and forecasts
- Cultivate ongoing understanding of financial markets, instruments, and T. Rowe Price funds/strategies
- Keep abreast of industry trends in sector coverage and quantitative financial techniques
- Collaborate with colleagues globally
PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS
- BA/BS, with MBA or Master’s degree preferred.
- Minimum 3 years of relevant experience as a buy-side or sell-side research analyst preferably with a verifiable documented track record of strong stock picking performance
- Highly motivated, confident self-starter and calculated risk-taker with the ability to work independently and with others
- Fluency in Chinese preferred
- 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
- CFA certification preferred, but not required
