This position is responsible for researching and building investment strategies as part of the Asset Management research and thought leadership function of Wilmington Trust.
Work with senior members to research and start to build monthly strategy content for the Investment and Portfolio Management Committees.
Develop and update supporting material and analyses for calls or meetings with client-facing Advisors, subject to review of more experienced Strategists.
Proactively research pertinent investment strategy topics by summarizing and/or recreating analyses from research providers and academic literature.
Independently develop investment charts and research for written investment materials as part of the Investment Strategist team to advise clients. Collaborate with senior members on written investment-related content for internal or external audiences.
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 a culture of 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.
The position supports the Investment Strategist team in providing research, data and strategies that reflect the best thinking of Wilmington Trust and in support of Wealth clients.
Bachelor’s degree and a minimum of 3 years’ analyst 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’ analyst experience
CFA (Chartered Financial Analyst) designation or progressing toward obtaining it
Knowledge of capital markets or investment management industry experience
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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $106,700.00 - $177,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Radnor, Pennsylvania, United States of America
Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset.
WEALTH MANAGEMENT We offer an array of services delivered through an integrated approach that takes all of your financial concerns into consideration. As part of the M&T Bank family, one of the most financially sound and successful bank holding companies in the U.S. financial services industry, our capabilities are vast—yet our approach is personal, attentive, and trustworthy.
INSTITUTIONAL RETIREMENT SERVICES Our broad-based retirement advisory services including, 401(k) investment vehicles, directed trustee, and custody solutions are designed to meet the needs of plan sponsors and financial advisors. Through our collective investment trust portfolio program, corporate retirement plans can benefit from our corporate trustee and investment management experience.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation.
M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.
