About the role
Overview
- Identifies, recommends and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients. Conducts deep fundamental credit analysis and relative value assessment to support portfolio decision-making.
- Primary 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.
- Education and Experience Required: 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
- Education and Experience Preferred: 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)
- #LI-LA1
- 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: Wilmington, Delaware, United States of America