M&T Bank
Asset Management
SeniorResearchAnalyst
“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
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