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

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Location: