Senior Research Associate

Wilmington Trust•Wilmington, DE

24d

About The Position

Identifies, recommends and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients. Wilmington Trust is internationally recognized and has a team of experienced and skilled professionals focused on delivering a high caliber of service to every client relationship. We are proud to be part of the M&T corporate family. 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. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.

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.