Research Analyst II - Alternatives

Job Description

Overview:
Completes advanced research to support the activities of more Senior Analysts and Portfolio Managers.

Primary Responsibilities:

- Initiate, research, and recommend new investment ideas

- Understand trends in financial markets and impact on current and future investments.

- Analyze portfolio risks, exposures, and performance drivers.

- Participate in development of less experienced personnel.

- Work with client-facing colleagues to strengthen client relationships and gain new ones.

- Prepare documentation to communicate portfolio performance, investment options, risks, and pending decisions.

- Participate in regular meetings and calls to discuss organizational developments, investment strategy, performance and 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.

Scope of Responsibilities:

Education and Experience Required:
Bachelor’s degree and a minimum of 3 years’ relevant 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’ relevant experience
Strong understanding of capital markets
Current knowledge of the state of the investment management industry
Proficient with common industry tools

Education and Experience Preferred:
Advanced degree
Minimum of 5 years’ relevant experience
CFA (Chartered Financial Analyst) or progressing toward obtaining CFA designation
Highly analytical
Research-driven skill set
Motivated self-starter comfortable working with senior management

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.

Location:
Radnor, Pennsylvania, United States of America

R88959