About the role
Overview:
Identifies, recommends and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients.
Primary Responsibilities:
- 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.
- Develop new and innovative investment ideas.
- 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 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
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
#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:
Radnor, Pennsylvania, United States of AmericaAplyr's read
M&T Bank is a regional financial institution with a strong community focus, attracting professionals in commercial banking and financial services.
What's promising
- •M&T Bank has a strong regional presence in the Northeastern U.S.
- •The bank offers diverse career opportunities in commercial and retail banking.
- •M&T Bank is known for its community-oriented approach and local involvement.
What to watch
- •M&T Bank faces competition from larger national banks.
- •Limited public information about its technological innovation initiatives.
- •The bank's regional focus may limit geographic career mobility.
Why M&T Bank
- •M&T Bank emphasizes a community-focused banking model.
- •The company offers specialized roles in commercial credit and equipment financing.
- •M&T Bank provides hybrid work opportunities for certain roles, enhancing work-life balance.
Aplyr’s read is generated by AI from public sources. Was it useful?
About M&T Bank
M&T Bank is a regional bank holding company that provides a wide range of financial services, including commercial and retail banking, investment services, and mortgage banking.
