Institutional Services Policies & Procedures Lead

Wilmington Trust; Wilmington (DE); On-site; USD 94,000 - 157,000; Full time

Job summary

M&T Bank is seeking a skilled analyst in Global Capital Markets to develop complex reports and drive strategic financial analyses. You will gather business data, build automated dashboards, and support decision making with detailed insights.

The role requires strong spreadsheet and modeling skills, the ability to manage cross-functional projects, and a solid understanding of financial systems and operating environments.

Qualifications

• Bachelor’s degree and a minimum of 3 years’ experience in field, or in lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ experience in the field.
• Highly skilled proficiency in use of spreadsheets, graphing and presentation software
• Working knowledge of financial models
• Excellent knowledge of pertinent operating systems

Responsibilities

• Develop and produce complex ad-hoc and automated departmental reports and spreadsheets in support of Global Capital Markets.
• Research and gather business and financial information to support decisions; provide recommendations to management.
• Understand Global Capital Markets processes and stay current on market trends affecting the business.
• Manage projects, create plans with timelines and resources, and oversee daily activities.
• Support compliance with laws, controls, and internal procedures as applicable.
• Analyze budget, profitability, variances, and drive efficiency improvements.
• Contribute to achieving short and long-term business objectives.
• Adhere to risk, regulatory standards, and internal control requirements.

Skills

Spreadsheets & data viz

Financial modeling

Operating systems

Verbal & written communication

Analytical thinking

Problem solving

Project leadership

Independent work

Education

Bachelor's degree

Advanced degree

Job description

Overview

Provides highly complex analytical, operational, and/or technical support at the business/department level within Global Capital Markets.

Primary Responsibilities

• Develop and produce complex ad-hoc and automated departmental reports and spreadsheets, including but not limited to, project or product strategy analysis, profitability, historical reporting, work flow and financial analysis in support of the Global Capital Markets business.
• Research and gather business and financial information regarding business results to support these activities. Complete moderately complex analyses to support business decisions. Provide feedback to management regarding results and make recommendations on findings to management.
• Demonstrate a thorough and expert understanding of the Global Capital Markets business and its functions, processes and operations. Remain current on business and market trends that may affect the business/department.
• Manage the planning, developing and implementing of various projects and initiatives within Global Capital Markets to achieve short and long-term business objectives. Develop project plans ensuring activities to be completed, estimated time frame and effort and other pertinent information are covered. Manage daily project activities.
• May be involved in setting policy or developing and overseeing the implementation of procedures or controls related to compliance requirements within the overall business processes, directly or indirectly monitoring functions that, on a daily basis, ensure procedures and controls are functioning as designed, developing training for business line personnel regarding procedures and controls designed to ensure compliance with laws and/or regulations, completing or overseeing embedded compliance self-testing and/or managing examinations or audits involving regulatory matters and any resultant corrective actions.
• Manage budget, profitability and other business reporting. Analyze variances and report to management. Make recommendations on variances and methods to increase efficiency, lower costs, etc. Implement recommendations upon management approval.
• Define and participate in achievement of short and long-term business objectives.
• 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.

Scope Of Responsibilities

The position requires substantial interaction with internal and external contacts to obtain pertinent information and serves as liaison between the department and other business units on various projects.

The jobholder works independently under very limited supervision as well as a member or a project leader of a project team. The position serves as resource for less experienced employees.

Education And Experience Required

• Bachelor’s degree and a minimum of 3 years’ experience in field, or in lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ experience in the field
• Highly skilled proficiency in use of pertinent spreadsheets, graphing and presentation software
• Working knowledge of financial models
• Excellent knowledge of pertinent operating systems

Education And Experience Preferred

Advanced degree

Minimum Of 4 Years’ Experience In The Field

• Minimum of 4 years’ banking or other relevant industry experience
• Ability to work independently and function as a member of a project team
• Excellent verbal and written communication skills
• Excellent analytical ability
• Creative problem-solving skills
• Ability to function as a project leader

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $94,400.00 - $157,400.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Wilmington, Delaware, United States of America