Senior Research Analyst - Alternatives

Job Description

Overview:
Identifies, analyzes and recommends alternative investments to improve portfolio outcomes for clients.

Primary Responsibilities:

- Manager selection, due diligence and monitoring across private equity, private real estate, private credit and hedge funds

- 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 risks, exposures and performance drivers of investment strategies.

- Manage and allocate research work to less experienced teammates.

- Prepare documentation to approve investments, and 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.
Education and Experience Required:
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- 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

- Hands on investment experience in alternative asset classes at wealth manager, family office, foundation, endowment, consultant or other institutional asset management firm

Education and Experience Preferred:

- Minimum of 7 years’ relevant experience

- CFA, progress toward obtaining CFA designation

- Advanced Degree

- Network of industry contacts

- Experience mentoring and developing junior teammates

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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 $128,100.00 - $213,500.00 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

R86316