Description

To see the full job description and apply directly on T. Rowe Price's Careers portal: 82757 Investment AI Workflow Specialist

Requirements

Role Summary

Help shape the future of investment research at T. Rowe Price.

We are seeking an Investments AI Enablement Lead to accelerate how investment professionals use AI to enhance research, decision-making, and portfolio insight. In this role, you will help investors apply advanced AI capabilities to real-world research and portfolio challenges across Equity, Fixed Income, Multi-Asset, and other investment teams

This is a highly visible opportunity to sit at the intersection of investments, technology, and innovation. You will translate cutting-edge internal and external AI capabilities into practical, high-value workflows that improve the quality, speed, and depth of investment insight. From research discovery to agentic workflows, you will help ensure AI becomes an everyday advantage for our investors.

Working directly with portfolio managers, analysts, directors of research, and other investment professionals, you will guide how AI is integrated into the investment process. You will provide hands-on coaching, improve prompting and workflow design, and help teams choose the right tools for the right tasks. In doing so, you will strengthen the reliability, safety, and impact of AI-assisted investment work across the firm.

You will also partner closely with AI engineers, researchers, and product managers to influence the evolution of emerging AI and agentic capabilities—ensuring they deliver measurable value from day one.

Responsibilities

Accelerate AI adoption across Investments:

• Stay current on emerging AI technologies, tools, and industry best practices
• Design and deliver structured training through office hours, one-on-one coaching, and small-group sessions tailored to investment workflows
• Help investment professionals become productive quickly by providing practical guidance, best practices, and hands-on support across AI platforms
• Partner with colleagues in London and APAC to provide follow-the-sun support and promote globally consistent best practices
• Triage and prioritize incoming requests in partnership with Global Desktop Support and platform teams, while leading strategic AI workflow implementation for investors

Improve output quality and create scalable assets:

• Review AI-assisted workflows with users and recommend improvements to prompting workflow design, tool selection, and methods to improve quality and accuracy
• Develop reusable assets such as workflow templates, prompt libraries, playbooks and best practices for common investment research and portfolio workflows
• Refine workflows for high-value use cases such as earnings call analysis, meeting synthesis, research summarization, and investment idea generation
• Create educational materials to support broader training programs and adoption initiatives

Guide agentic workflows and influence product evolution:

• Synthesize user feedback to identify the highest-value vendor capabilities and agentic opportunities, helping inform roadmap priorities
• Advise investors on when to use conversational AI tools versus structured agentic workflows, including task design, guardrails, and handoffs
• Partner with AI engineers, product teams, and platform specialists to support onboarding of new agents and improve capabilities through iterative feedback
• Help teams adopt new features and ensure advanced AI capabilities translate into measurable investment value

Promote responsible use and measurable outcomes:

• Reinforce safety, compliance, and data stewardship expectations in all training and workflow consultations
• Help users apply secure workflows for sensitive research content and data
• Measure outcomes such as time saved, user sentiment, and workflow improvements to evaluate impact and inform future training and product enhancements
• Deliver regular updates to leadership on adoption, usage patterns, and opportunities for improvement across investment teams
• Prepare and deliver high-quality presentations, reports, and stakeholder communications
• Strong and trusted relationships across the Investment organization
• Increased usage, confidence, and satisfaction with AI capabilities among investment professionals
• Scalable repositories of educational content, best practices, and workflow assets
• Demonstrated improvement in research efficiency, insight generation, and investment outcomes driven by AI adoption

Qualifications

Required:

• Bachelor’s degree (or equivalent practical experience) in Investments, Computer Science, Engineering, Data Science, Economics, Business, or rother analytical discipline.
• Experience in product management, technology strategy, or investor enablement within an investment environment.
• Typically, 4+ years of experience working with investment professionals (asset management, equity/credit research, or adjacent financial services).
• Clear passion for AI, demonstrated through meaningful hands-on use of multiple AI platforms across professional workflows
• Experience in AI enablement, product management, consulting, workflow transformation, technology strategy, investment research.  or a related role supporting investment or financial services professionals. Experience working closely with investment professionals or delivering technology solutions into investment, financial services, fintech or adjacent knowledge-work environments.
• Strong understanding of modern AI technologies, including LLMs, generative AI, prompting best practices, and practical applications in investment management
• Exceptional communication and interpersonal skills, with the ability to influence stakeholders across levels and functions
• Proven ability to develop and lead programs in partnership with investment teams to drive meaningful outcomes

Preferred:

• Master’s degree or MBA in Investments, a technical field, or another quantitative discipline
• Familiarity with emerging AI capabilities including agentic workflows, orchestration, retrieval-augmented generation (RAG), and evolving foundation model capabilities.
• CFA charter holder or active CFA candidate 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 per week from home.