Overview:

Provides investment management advisory services to clients including formulating short and long-term strategies for clients.  Responsible for the investment performance of a portfolio or model, either alone or as a team member.  Supports investment process to ensure compliance with regulatory requirements and internal audit.

Primary Responsibilities:

• Articulate the investment process to clients, prospects and internal sales staff.  Provide investment management advisory services to complex clients.
• Maintain sole responsibility or as a team member for the investment performance of a portfolio or model.  Ensure activities adhere to established investment guidelines and policies, while meeting the investment objectives of the client.
• Manage, supervise and direct investment-related activities with acceptable levels of 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 7 years’ financial and/or investment experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ financial and/or investment experience

Education and Experience Preferred:

Minimum of a Bachelor's degree in Business Administration, Finance or Accounting

Minimum of 7 years’ investment/portfolio management and/or research experience

CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) designation

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Location: