Senior Research Analyst

Wilmington Trust; Wilmington (DE); On-site; USD 128,000 - 214,000; Full time

Job summary

Wilmington Trust seeks an experienced investment professional to identify and defend portfolio investments and provide deep fundamental credit analysis to support client decisions. The role emphasizes building financial models, evaluating relative value, and communicating insights to internal and external stakeholders.

You will develop new ideas, analyze issuers, collaborate with client-facing colleagues, and contribute to meetings with clients and prospects.

Qualifications

• Bachelor’s degree and minimum 7 years’ relevant experience.
• Strong understanding of capital markets and industry.
• Excellent written and presentation skills.
• Proficient with Bloomberg, Excel, FactSet and Morningstar Direct.
• Highly analytical, research-driven skill set.
• Experience communicating insights to stakeholders.

Responsibilities

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

Skills

Financial modeling

Credit analysis

Portfolio analysis

Analytical mindset

Communication skills

Education

Bachelor's degree

Master's degree

CFA progress toward designation

Advanced Degree

Tools

Bloomberg

Excel

FactSet

Morningstar Direct

Job description

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.

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 And 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 And 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)

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:

Wilmington, Delaware, United States of America