Research Analyst 2 - Alternatives

096 wilmington trust investment advisors

📍 radnor pennsylvania united states💰 $107K–$178K/yr🕐 1mo ago🔗 workday

Job 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
Research Analyst 2 - Alternatives at 096 wilmington trust investment advisors | MergeJobs