Senior Fixed Income Portfolio Manager

Wilmington Trust•Wilmington, DE

About The Position

Overview: Provides investment management advisory services to clients including formulating short and long-term strategies for clients. Responsible for the investment performance of a portfolio or model, either alone or as a team member. Supports investment process to ensure compliance with regulatory requirements and internal audit. Primary Responsibilities: Articulate the investment process to clients, prospects and internal sales staff. Provide investment management advisory services to complex clients. Maintain sole responsibility or as a team member for the investment performance of a portfolio or model. Ensure activities adhere to established investment guidelines and policies, while meeting the investment objectives of the client. Manage, supervise and direct investment-related activities with acceptable levels of 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. Scope of Responsibilities:

Requirements

Bachelor's degree and a minimum of 7 years’ financial and/or investment experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ financial and/or investment experience

Nice To Haves

Minimum of a Bachelor's degree in Business Administration, Finance or Accounting
Minimum of 7 years’ investment/portfolio management and/or research experience
CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) designation

Responsibilities

Articulate the investment process to clients, prospects and internal sales staff.
Provide investment management advisory services to complex clients.
Maintain sole responsibility or as a team member for the investment performance of a portfolio or model.
Ensure activities adhere to established investment guidelines and policies, while meeting the investment objectives of the client.
Manage, supervise and direct investment-related activities with acceptable levels of 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.