About this role
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 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 • Hands on investment experience in alternative asset classes at wealth manager, family office, foundation, endowment, consultant or other institutional asset management firm
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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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,100.00 - $213,500.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location: Radnor, Pennsylvania, United States of America