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Senior Research Analyst - Manager Search - Asset Management

M&T Bank
Radnor, Pennsylvania
Salary reflective of experience includes full benefits. Exact package discussed at time of offer
Closing date
Jun 5, 2022

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Job Role
Investment Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary
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Investment manager research professional focused on identifying, recommending, and monitoring third-party investment strategies to improve portfolio outcomes for clients. Potential to manage specific Wilmington Trust investment strategies, participate on Investment Committee, contribute to the investment process and the Portfolio Management Committee.


Primary Responsibilities:

  • Evaluate and monitor investment strategies against established objectives and recommend removal or addition of new investments.

  • Develop and deliver innovative industry leading investment solutions.

  • Maintain successful investing track record.

  • Work with senior leadership to help determine direction and strategy of the investment management business.

  • Participate in client and prospect meetings as a subject matter expert (SME) to help solidify current relationships and win new business.

  • Negotiate complex contracts with third party investment managers to obtain favorable terms.

  • 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 diversity 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 7 years’ relevant 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’ relevant experience

Demonstrated track record of successful investment management

Deep capital markets knowledge and industry expertise

Strong analytic skills

Strong investment manager research skillset

Experience communicating insights to internal and external stakeholders

Experience leading in a team environment

Experience operating effectively within a large organization

Broad network of industry expert contacts


Education and Experience Preferred:

Advanced degree

Strong background covering international investment strategies

Ability to add regional insights from an international perspective to investment committee decision-making

Knowledge of individual securities and styles



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