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
Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. Founded in 1856 in Buffalo, NY we are now a top 11 full-service US-based commercial bank with a retail footprint across the east coast and wealth services available nationwide and abroad. As a bank, we offer advice, guidance, expertise, and solutions across the entire financial spectrum that combines M&T’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. We are a community-minded organization with more than 167 years of experience. We serve customers, community, and colleagues whether they be across the street, across the state or across the country.
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 drive the work we do – integrity, ownership, collaboration, curiosity, candor and 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.
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.
