Senior Research Associate

This role is not eligible for visa sponsorship, meaning you will need to be able to secure and maintain work authorization without the need for a written submission by the company to the government agency, or the need for the company to make an entry as the immigration employer of record (e.g., STEM OPT training plan, I-20 Form endorsed for CPT, TN employer, etc.)

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

• 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.

• 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, Fact Set and Morningstar Direct.
• Highly analytical, research-driven skill set.
• Prior experience communicating insights to internal and external stakeholders.

• Minimum of 7 years’ relevant experience.
• CFA, progress toward obtaining CFA designation.
• Advanced Degree.
• Network of industry contacts.
• Experience mentoring and developing junior teammates.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $ - $ Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Wilmington, Delaware, United States of America