Senior Equity Research Analyst
Function: 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 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.
Bachelor’s degree and a minimum of 5 years current experience researching international equity investments, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years current experience researching international equity investments. Broad equity sector experience required.
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
Minimum of 7 years’ relevant experience
CFA or progress toward obtaining CFA designation
Network of industry contacts
Experience mentoring and developing junior teammates
We encourage candidates with relevant military experience to apply.
At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future
Please refer to the M&T Career site, requisition number 3DJKU. https://www.mtb.com/careers
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer.
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