Research Analyst II - Alternatives

M&T Bank•Radnor, PA

6d•Onsite

About The Position

Completes advanced research to support the activities of more Senior Analysts and Portfolio Managers. This role involves initiating, researching, and recommending new investment ideas, understanding trends in financial markets and their impact on current and future investments, and analyzing portfolio risks, exposures, and performance drivers. The position also includes participating in the development of less experienced personnel, working with client-facing colleagues to strengthen client relationships, and preparing documentation to communicate portfolio performance, investment options, risks, and pending decisions. Regular meetings and calls to discuss organizational developments, investment strategy, performance, and risk are also part of the role. The analyst must understand and adhere to the Company’s risk and regulatory standards, policies, and controls, identifying risk-related issues needing escalation to management. Promoting an environment that supports belonging and reflects the M&T Bank brand, and maintaining M&T internal control standards are also key responsibilities. Other related duties may be assigned.

Requirements

Bachelor’s degree and a minimum of 3 years’ relevant experience, or in lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ relevant experience
Strong understanding of capital markets
Current knowledge of the state of the investment management industry
Proficient with common industry tools

Nice To Haves

Advanced degree
Minimum of 5 years’ relevant experience
CFA (Chartered Financial Analyst) or progressing toward obtaining CFA designation
Highly analytical
Research-driven skill set
Motivated self-starter comfortable working with senior management

Responsibilities

Initiate, research, and recommend new investment ideas
Understand trends in financial markets and impact on current and future investments
Analyze portfolio risks, exposures, and performance drivers
Participate in development of less experienced personnel
Work with client-facing colleagues to strengthen client relationships and gain new ones
Prepare documentation to communicate portfolio performance, investment options, risks, and pending decisions
Participate in regular meetings and calls to discuss organizational developments, investment strategy, performance and risk
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