Senior Research Analyst - Asset Management
About The Position
Identifies, recommends and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.
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 and current knowledge of the state of the industry
- Excellent written and presentation skills
- Proficient with common industry tools, including Bloomberg, FactSet and Morningstar Direct
- Highly analytical, research-driven skill set
- Prior experience communicating insights to internal and external stakeholders
Nice To Haves
- Minimum of 7 years’ relevant experience
- CFA, progress toward obtaining CFA designation
- Advanced Degree
- Network of industry contacts
- Experience mentoring and developing junior teammates
Responsibilities
- Collaborate with client-facing colleagues to strengthen their understanding of investment solutions.
- Participate in client and prospect meetings to help solidify current relationships and to develop new business.
- Develop new and innovative investment ideas.
- Analyze portfolio risks, exposures and performance drivers.
- Manage and allocate research work to less experienced teammates.
- Prepare documentation to communicate portfolio performance, investment options, risks and pending decisions.
- Conduct regular meetings and calls to discuss organizational developments, investment strategy and performance/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.
Benefits
- medical
- retirement
- forty hours of paid volunteer time, each year
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
