Research Analyst II - Alternatives

Wilmington Trust

  • Radnor, Pennsylvania
  • 3 days ago
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    Skills

    • Analysis Skillsunmatched
    • Capital Marketsunmatched
    • Chartered Financial Analyst (CFA)unmatched
    • Customer Relationsunmatched
    • Documentationunmatched
    • External Auditunmatched
    • Financial Trend Analysisunmatched
    • Higher Educationunmatched
    • Internal Auditunmatched
    • Investment Managementunmatched
    • Investment Strategyunmatched
    • Market Trend Analysisunmatched
    • Portfolio Analysisunmatched
    • Regulationsunmatched
    • Riskunmatched
    • Risk Analysisunmatched
    • Staff Developmentunmatched
    • Stock Marketunmatched
    • Time Managementunmatched

    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

    Numbers & Facts

    LocationRadnor, Pennsylvania

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