Equity Portfolio Manager

Wilmington Trust • Radnor, PA

5d

About The Position

Overview: Identifies, recommends, and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients. Primary Responsibilities: Conduct fundamental bottoms- up research on a variety of companies, analyzing underlying drives, financial metrics, competitors, customers and suppliers Maintain coverage responsibility of assigned industry sectors Co portfolio management duties of a technology-oriented portfolio Perform administrative tasks as needed for marketing, compliance, and risk purposes Recommend appropriate positions in assigned sectors for various equity strategies Serve as proven investment thought leader for the investment management organization Work with client-facing colleagues to strengthen their understanding of investment solutions Participate in client and prospect meetings to help solidify current relationships and win new business Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management Promote an environment that supports belonging and reflects the M&T Bank brand Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable Complete other related duties as assigned Scope of Responsibilities:

Requirements

• Bachelor’s degree and a minimum of 5 years’ relevant experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ relevant experience
• Strong understanding of capital markets
• Current knowledge of the state of the investment management industry
• Highly analytical
• Research-driven skill set
• Experience communicating insights to internal and external stakeholders
• Experience mentoring and developing less experienced teammates
• Experience working in a team environment
• Experience operating effectively within a large organization
• Network of industry contacts

Nice To Haves

• Advanced degree
• Minimum of 10 years’ relevant experience
• CFA (Chartered Financial Analyst) or progressing toward obtaining CFA designation
• Demonstrated track record of successful investment management

Responsibilities

• Conduct fundamental bottoms- up research on a variety of companies, analyzing underlying drives, financial metrics, competitors, customers and suppliers
• Maintain coverage responsibility of assigned industry sectors
• Co portfolio management duties of a technology-oriented portfolio
• Perform administrative tasks as needed for marketing, compliance, and risk purposes
• Recommend appropriate positions in assigned sectors for various equity strategies
• Serve as proven investment thought leader for the investment management organization
• Work with client-facing colleagues to strengthen their understanding of investment solutions
• Participate in client and prospect meetings to help solidify current relationships and win new business
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.
• Identify risk-related issues needing escalation to management
• Promote an environment that supports belonging and reflects the M&T Bank brand
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
• Complete other related duties as assigned

Benefits

• As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level