Investment AI Workflow Specialist

Role Summary

Help investors make AI part of how they work:

At T. Rowe Price, our portfolio managers and analysts are curious about AI, and the best ones are already experimenting. Your job is to help the rest get real value from it. You’ll sit with investors, understand how they actually research and decide, and turn AI’s capabilities into workflows that make their insight faster, deeper, and more reliable.

This is a highly visible role at the intersection of investing, technology, and change. You’ll work directly with portfolio managers, analysts, and directors of research across Equity, Fixed Income, Multi-Asset, and other teams, and partner with AI engineers, researchers, and product managers to shape the tools investors will use next.

Responsibilities

Coach investors to use AI well:

• Run office hours, one-on-one coaching, and small-group sessions built around real investment workflows
• Sit with users to review how they work with AI, then improve their prompting, workflow design, and tool choices
• Help investors decide when a conversational AI tool is enough and when a structured, agentic workflow is the better fit, including task design, guardrails, and handoffs
• Partner with colleagues in London and APAC to provide follow-the-sun support and consistent global best practices
• Triage incoming requests with Global Desktop Support and platform teams, and lead strategic workflow implementations for investment teams

Build assets that scale:

• Create reusable workflow templates, prompt libraries, playbooks, and training materials
• Refine high-value use cases such as earnings call analysis, meeting synthesis, research summarization, and idea generation
• Make good practice easy to find and easy to copy
• Quick prototypes iterated with investors, reusable skills and handoff to the Products team for larger builds

Shape what comes next:

• Gather and synthesize investor feedback to identify the most valuable vendor capabilities and agentic opportunities
• Work with AI engineers, product managers, and platform specialists to onboard new agents and improve them through iterative feedback
• Help teams adopt new features so advanced capabilities turn into measurable investment value

Keep AI use safe and measurable:

• Build safety, compliance, and data stewardship into every training session and consultation
• Help investors apply secure workflows to sensitive research content and data
• Track outcomes such as time saved, user sentiment, and workflow improvements, and report on adoption, usage patterns, and opportunities to leadership

Qualifications

Required:

• Investment fluency. You understand how analysts and portfolio managers gather information and make decisions, and you can tell when an AI output is useful, misleading, or wrong. This may come from buy-side or sell-side work, research or investment support, performance, risk, or credit analysis, CFA coursework, or equivalent experience.
• Hands-on AI experience. You are AI-native,  use multiple AI tools regularly in real work and can describe workflows, prompts, or agents you’ve built or improved. You have a grounded view of what AI does well, where it fails, and where it needs guardrails.
• Coaching and communication skills. Clear and concise communication skills. You’ve taught, trained, or mentored others, whether through workshops, office hours, internal communities, or documentation people actually used. You communicate clearly and credibly with senior and skeptical audiences and influence without relying on authority.
• Sound judgment on accuracy, confidentiality, and responsible AI use. 
• Structured problem-solving: turn a vague request into a clear problem and delivery quickly. 
• A bachelor’s degree or equivalent practical experience in a relevant analytical field (investments, economics, business, data science, engineering, computer science, or similar).

Preferred:

• Familiarity with agentic workflows, orchestration, retrieval-augmented generation (RAG), and evolving foundation model capabilities
• CFA charter or active candidacy, or a master’s or MBA
• Experience in product management, technology strategy, consulting, or workflow transformation
• Experience supporting global or multi-region teams

We welcome many paths. You might be an early-career analyst who became your team’s AI power user, a colleague from within the firm, or someone from fintech, consulting, training, or another field who has built real investment knowledge. Experience level will be matched to the role: [e.g., 3 to 8+ years of relevant experience]. If your background is unconventional, tell us what you’ve built and who you’ve helped.

What success looks like

• Strong, trusted relationships across the Investments organization
• Increased usage, confidence, and satisfaction with AI among investment professionals
• A growing library of training content, best practices, and workflow assets
• Measurable gains in research efficiency, insight generation, and investment outcomes
  

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.

Base Salary Ranges

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

$111,000.00-$166,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$111,000.00-$166,000.00 for the location of: Washington, D.C.
$111,000.00-$166,000.00 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.