Overview:

Identifies, recommends, and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients.

Primary Responsibilities:

• Conduct fundamental bottoms- up research on a variety of companies, analyzing underlying drives, financial metrics, competitors, customers and suppliers

• Maintain coverage responsibility of assigned industry sectors

• Co portfolio management duties of a technology-oriented portfolio

• Perform administrative tasks as needed for marketing, compliance, and risk purposes

• Recommend appropriate positions in assigned sectors for various equity strategies

• Serve as proven investment thought leader for the investment management organization

• Work with client-facing colleagues to strengthen their understanding of investment solutions

• Participate in client and prospect meetings to help solidify current relationships and win new business

• 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 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

• Current knowledge of the state of the investment management industry

• Highly analytical

• Research-driven skill set

• Experience communicating insights to internal and external stakeholders

• Experience mentoring and developing less experienced teammates

• Experience working in a team environment

• Experience operating effectively within a large organization

• Network of industry contacts

Education and Experience Preferred:

• Advanced degree
• Minimum of 10 years’ relevant experience
• CFA (Chartered Financial Analyst) or progressing toward obtaining CFA designation
• Demonstrated track record of successful investment management

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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