M&T Bank
Asset Management
SeniorResearchAnalyst
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Research Analyst at M&T Bank. Skills: Alternative investments, Manager selection, Investment analysis. Select managers. Perform due diligence”
Industry & Context.
Analytical; Research-driven
What They're Looking For.
Must Have
Bachelor's degree, 5 years relevant experience, Understanding of capital markets, Proficient with Bloomberg, Proficient with FactSet, Proficient with Morningstar Direct, Highly analytical skill set, Research-driven skill set, Prior experience communicating insights
Nice to Have
7 years relevant experience, Progress toward CFA designation, Advanced Degree, Network of industry contacts, Experience mentoring teammates
What You'll Do.
Perform due diligence
Monitor private equity
Monitor private real estate
Monitor private credit
Strengthen understanding of investment solutions
Participate in client meetings
Participate in prospect meetings
Analyze performance drivers
Allocate research work
Prepare documentation to approve investments
Communicate portfolio performance
Communicate investment options
Communicate pending decisions
Conduct regular meetings
Discuss organizational developments
Discuss investment strategy
Adhere to risk standards
Adhere to regulatory standards
Identify risk-related issues
Promote an environment that supports belonging
Maintain internal control standards
Complete other duties
How You'll Work.
Team & Collaboration
Client-facing colleagues; Less experienced teammates
Communication Scope
Presentation skills; Client meetings; Prospect meetings; Communicate insights; Communicate portfolio performance; Communicate investment options; Communicate risks; Communicate pending decisions
Full Job Description
# **Overview:** Identifies, analyzes and recommends alternative investments to improve portfolio outcomes for clients. ## **Primary Responsibilities:** * Manager selection, due diligence and monitoring across private equity, private real estate, private credit and hedge funds * 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. * Analyze risks, exposures and performance drivers of investment strategies. * Manage and allocate research work to less experienced teammates. * Prepare documentation to approve investments, and 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 industry861 * 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
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