About the role
Make an Impact in a Specialized Area of Wealth & Fiduciary Services
Are you a finance, accounting, or trust professional looking to expand your expertise in a highly specialized area of wealth management? Join our Unique Assets team and play a key role in the oversight, valuation, and administration of closely held businesses and other complex assets held within fiduciary accounts.
This position offers the opportunity to work with a diverse portfolio of unique assets, collaborate with experienced trust and wealth professionals, and gain exposure to complex financial analysis, valuation methodologies, and fiduciary administration.
Primary Responsibilities
- Support the administration and oversight of closely held business interests, including corporations, partnerships, and limited liability companies held in fiduciary accounts.
- Perform annual asset reviews, analyzing financial statements, operating performance, governance documents, marketability, risks, and holding recommendations.
- Assist in developing and updating valuation estimates using financial data and appropriate valuation methodologies.
- Support corporate actions, including business sales, purchases, shareholder votes, proxy requests, and other asset-related activities.
- Assist with the administration of additional unique assets, including, but not limited to, real estate holdings and life insurance policies.
- Partner with Relationship Managers, trust professionals, legal advisors, and external stakeholders to deliver exceptional client service.
- Identify potential risks and ensure assets are administered in accordance with fiduciary responsibilities and regulatory requirements.
Education and Experience Required
- Bachelor’s degree and a minimum of two years of experience at a bank or another similar financial institution. In lieu of a bachelor’s degree, a combined minimum of six years of higher education and work experience, including at least two years’ experience at a bank or similar financial institution
- Strong analytical and financial statement review skills.
- Advanced proficiency in Microsoft Excel and familiarity with Word, PowerPoint, and other business applications.
- Exceptional organizational skills, attention to detail, and written and verbal communication abilities.
- Ability to manage multiple priorities while working independently and collaboratively within a team environment.
- Education and Experience Preferred: Experience with closely held business assets, unique asset administration, trusts and estates, business valuation, audit, accounting, or compliance.
- Advanced degree and/or professional certifications such as
CFA, CPA, CPA/ABV, ASA, or CTFA
.
Knowledge of fiduciary administration, valuation techniques, and wealth management practices.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $72,200.00 - $120,300.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location: Princeton, New Jersey, United States of America