Senior Research Analyst

M&T Bank Corporation; Wilmington (DE); In loco; USD 128.000 - 214.000; Tempo pieno

Descrizione del lavoro

M&T Bank Corporation in Wilmington, Delaware seeks an experienced investment professional to identify and defend investment ideas and conduct deep credit analysis to support portfolio decisions.

The role builds financial models, analyzes issuers, and communicates recommendations to clients and colleagues, with emphasis on risk management and regulatory compliance. You will present findings and influence investment choices across the team.

Competenze

• Bachelor’s degree required; 7+ years’ relevant experience.
• Master’s degree and CFA progress are preferred.
• Strong understanding of capital markets and industry trends.

Mansioni

• Develop new and innovative investment ideas based on fundamental and relative value analysis.
• Conduct fundamental analysis of companies including financial statements, credit ratings, and industry trends.
• Build and maintain independent financial models and perform in-depth credit reviews for issuers under coverage.
• Recommend buy, hold and sell decisions based on analysis and relative value.
• Collaborate with client-facing colleagues to explain investment solutions.
• Participate in client meetings to solidify relationships and develop business.
• Analyze portfolio risks, exposures and performance drivers.
• Manage and allocate research work to junior teammates.
• Prepare documentation communicating portfolio performance and risks.

Conoscenze

Capital markets knowledge

Analytical thinking

Financial modeling

Strong written/presentation skills

Communication with stakeholders

Formazione

Bachelor’s degree

Master degree

CFA progress toward designation

Advanced degree

Strumenti

Bloomberg

Excel

FactSet

Morningstar Direct

Descrizione del lavoro

Overview

Identifies, recommends and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients. Conducts deep fundamental credit analysis and relative value assessment to support portfolio decision-making.

Primary Responsibilities

• Develop new and innovative investment ideas based on fundamental and relative value analysis.
• Conduct fundamental analysis of individual companies including analyzing financial statements, credit ratings, and industry trends.
• Build and maintain independent financial models and perform in-depth credit reviews for issuers under coverage.
• Recommend buy, hold and sell decisions based on fundamental credit analysis and relative value evaluation.
• 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 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 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 & Experience Required

• Bachelor’s degree and a minimum of 7 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, Excel, FactSet and Morningstar Direct
• Highly analytical, research‑driven skill set
• Prior experience communicating insights to internal and external stakeholders

Education & Experience Preferred

• Master Degree and minimum of 10 years’ relevant experience
• CFA, progress toward obtaining CFA designation
• Advanced Degree
• Network of industry contacts
• Experience mentoring and developing junior teammates
• Experience working with large datasets, analytical tools, or evolving research technologies (e.g., quantitative platforms or AI-enabled workflows)

Pay Range

Pay range for this position is $128,100.00 - $213,500.00 Annual (USD).

Location

Wilmington, Delaware, United States of America

About M&T Bank

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long‑lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.

As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year.

Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.

View M&T’s Human Capital Report to learn more.

Equal Employment Opportunities

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.

M&T Bank Corporation has policies and procedures in place to promote a drug‑free workplace.