Research Analyst Jobs

About The Position

Requirements

• Bachelor’s degree and a minimum of 7 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, Excel, FactSet and Morningstar Direct
• Highly analytical, research-driven skill set
• Prior experience communicating insights to internal and external stakeholders

Nice To Haves

• Master Degree and minimum of 10 years’ relevant experience
• CFA, progress toward obtaining CFA designation
• Advanced Degree
• Network of industry contacts
• Experience mentoring and developing junior teammates
• Experience working with large datasets, analytical tools, or evolving research technologies (e.g., quantitative platforms or AI-enabled workflows)

Responsibilities

• Develop new and innovative investment ideas based on fundamental and relative value analysis.
• Conduct fundamental analysis of individual companies including analyzing financial statements, credit ratings, and industry trends.
• Build and maintain independent financial models and perform in-depth credit reviews for issuers under coverage.
• Recommend buy, hold and sell decisions based on fundamental credit analysis and relative value evaluation.
• 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.
• 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.